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Michelle0531
Nov 8, 2022 6:34 PM UTC
Solved

projects

I can't seem to get invoices to post as a job cost to the customer unless I create a project.  Is that the way this works?

 

Thanks!

JessT
JessTAnswer
Nov 8, 2022 7:16 PM UTC

Hope you're having a great day, Michelle!

 

Yes, adding jobs as projects is the way to go for QuickBooks Online Plus and Advanced users. The Projects feature has its own dashboard where you can easily track the profitability. Learn more about setting up and creating projects in QuickBooks Online.

 

Before Projects was introduced, we would add jobs as sub-customers, which is still a thing in the QuickBooks Online Essentials and Simple Start plans.

 

On the other hand, you can visit the main support page, scroll down a bit, and click More Topics if you want to see more references for QBO.

 

Let me know if you have other concerns about adding jobs. Take care and more power to your business!

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5 replies

JessT
JessTAnswer
Nov 8, 2022 7:16 PM UTC

Hope you're having a great day, Michelle!

 

Yes, adding jobs as projects is the way to go for QuickBooks Online Plus and Advanced users. The Projects feature has its own dashboard where you can easily track the profitability. Learn more about setting up and creating projects in QuickBooks Online.

 

Before Projects was introduced, we would add jobs as sub-customers, which is still a thing in the QuickBooks Online Essentials and Simple Start plans.

 

On the other hand, you can visit the main support page, scroll down a bit, and click More Topics if you want to see more references for QBO.

 

Let me know if you have other concerns about adding jobs. Take care and more power to your business!

Michelle0531Author
Nov 8, 2022 9:00 PM UTC

Thank you so much!

    Rea_M
    Nov 8, 2022 10:38 PM UTC

    You're always welcome, @Michelle0531.

     

    I'm glad we're able to provide the appropriate information for your projects and invoice concerns in QuickBooks Online (QBO).

     

    Please don't hesitate to let us know if you have other concerns about managing your business's growth and transactions using QBO. Take care, and I wish you continued success.

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