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R
Rachael93
October 2, 2024
Question

Is there a way to assign a journal to a project?

  • October 2, 2024
  • 1 reply
  • 0 views
Wages are posted as a journal however we want to assign some pay to specific projects for costing purposes.  Is there an easy way to do this?

1 reply

H
Heide DC
October 2, 2024

Yes, there's a way to add a journal entry to a project in QuickBooks to track wages by job for costing purposes, Rachael93.

 

To assign a journal entry to a project, you'll need to create the project in your system and then link the journal entry to it. Open the journal entry where the wages are recorded, and ensure you select the project you've created from the name drop-down column.
 
Here's how:
  1. Go to Reports tab, then enter Journal in the search bar and click the Journal report.
  2. Select the date range from the Report period. 
  3. Filter section, Select Transaction Type, and equals then choose Journal Entry from the drop-down.
  4. Click the Journal Entry you created.
  5. In line with the expense account, enter the project name in the Name field.
  6. Click Save or Save and new.

 

Once done, you can check your Project if the journal entry is already under the Transaction tab.


Here's how:
 

  1. Go to Projects.
  2. Click the name of the project.
  3. Select the Transaction tab.

 

 

To learn more about this, you can refer to this article: Create and manage projects in QuickBooks Online and Accountant.

 

Additionally, you can check this article to learn how to manage your journal entry: Reverse or delete a journal entry in QuickBooks Online.

 

Please click the Reply button if you have any other questions regarding managing projects or adding journal entries in QuickBooks . I'm more than happy to help. 

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