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SarahJacques
February 22, 2021
Question

QBO: Projects

  • February 22, 2021
  • 1 reply
  • 0 views

Hi all

 

I am hoping that one of your wonderful people can help me.

 

As a company we are undertaking a high value and complex project, and I was hoping to be able to use Projects to keep track of the outgoings.

 

However when I try to get up the project it INSISTS that I enter a customer.  I do not have any one customer for this. (I guess our company is the customer.)  There is a budget that I would like to track to however.

 

Can anyone advise if I MUST have a customer name entered, if not, what am I doing incorrectly, or is there any work around anyone has found.

 

All responses welcome!

 

Thank you.

1 reply

G
GeorgiaC
February 22, 2021

Hi SarahJacques

 

The customer is a required field though you can just create a dummy customer for this or enter the name of your compay/project title. 🙂

 

In case you haven't seen, we do have a guide here which covers creating and using projects in QuickBooks Online which may help, and you can always get back to us below with any other Q's!

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