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sherryhagemeier
April 18, 2022
Question

Can I allocate a journal entry line to specific projects?

  • April 18, 2022
  • 1 reply
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1 reply

J
JamesM4
April 18, 2022

Hello Sherry,

 

It's great to hear from you again. I'll be happy to share more info about creating journal entries and allocating them to existing projects on your account. QuickBooks is a versatile program that provides the flexibility you need in order to manage your accounting with ease. 

 

In order to allocate a journal entry to a project, click on New (+) > Journal Entry > enter the Journal Entry info and make sure to assign the project in the Name column of the JE. Make sure your changes are saved after doing this. From here you'll be able to go to your project transaction list and find the JE you've just created. 

 

Give this a try and let me know how you make out. I'll be one message away in case you need help with anything else. Otherwise, I wish you a great rest of the week!

S
sherryhagemeierAuthor
April 19, 2022

Hi there. Sorry, I don't think I was clear enough. My problem is that I need to allocate one expense to multiple projects. Is there a way to do this without having a new line for each allocation?

J
JamesM4
April 19, 2022

I see what you're saying. This function isn't available in QuickBooks. I can see the benefit of having this function included and I encourage you to send feedback about this to our engineers. You can send feedback by clicking on the Gear icon and looking for Feedback. In the meantime, feel free to ask other questions, I'm here to assist. 

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