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chanscar
February 15, 2024
Question

Is it possible to add sales receipts from more than one customer to one project?

  • February 15, 2024
  • 1 reply
  • 0 views

I am trying to figure out if I can use Projects to track events. At these events we have income from more than one customer. Is it possible to record those sales receipts to the one project for the event? If not, is there a better recommended way to track income and expenses for an invent (other than classes as we are already using those otherwise)?

1 reply

R
RCV
February 15, 2024

Let me help you track income and expenses for an event, chanscar.

 

The option to record those sales receipts to the one project for the event is unavailable in QuickBooks Online (QBO). The best thing we can do is use the Tags tracking features. When running an event company, you can see how much you earned and spent for each event.

 

Then, add as many tags as you like to a transaction though we can only choose one tag per group. Create a group called "events" make tags for specific events and add them to your events group. Here's how: 

 

  1. Go to the Gear icon on the top menu and select Tags.
  2. Click the New ▼ dropdown and then Tag group.
  3. Give the group a name.
  4. Select a color from the ▼ dropdown.
  5. When you're done, press Save.

 

Once done, create tags while you're working on a form, like an invoice or expense. Here's how:

 

  1. In the Tags field, enter the name of the tag you want to create. Then select + Add.
  2. Select one of your groups to add the tag to it.
  3. This creates the tag and tags the form. To add existing tags to forms, simply enter the name in the Tags field and select it.

 

You can check out these articles on how to use tags and group tags to get deeper insights into your sales and expenses:

 

 

The Comments section below is the best place to ask questions or post any other concerns if you have any. Don't hesitate to give me a shout and I'll be with you right away.

C
chanscarAuthor
February 19, 2024

Thanks for this answer. The only problem I've run into now is that a Tag applies to the whole transaction. Therefore, if I have a split transaction, there is no way to tag the portion of the transaction that the tag applies to, correct?

K
Kevin_C
February 19, 2024

Thanks for getting back into this thread, @chanscar.

 

Yes, you're correct that the tag feature can only be added per transaction and is not possible with split transactions. You're unable to tag a specific line item on your sales receipts. You may visit these articles for more details about this option:

 

 

If you need to group income and expenses for things like job costing, budgeting, or fund accounting, I suggest using the classes feature. It's also best to use classes to track specific line items in your transactions.

 

Additionally, you can visit this resource to check the available reports for your versions that can help you manage your expenses or other transactions: Reports included in your QuickBooks Online subscription.

 

Feel free to get back to me here in the Community space if you need further assistance with managing sales transactions. I'll also address other QuickBooks-related concerns you might have. Have a great day ahead.

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