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M
MortonVisuals
April 23, 2024
Question

Add-on sales: associate individual transactions with Project

  • April 23, 2024
  • 1 reply
  • 0 views

I'm trying to get this payment channel set up correctly, and need guidance on what's "proper" to account for..? I'm using projects to try to track P&L for individual jobs (not just customers). I have individuals who order add-ons afterwards, and pay via Stripe. I don't (think I) want to change these transactions to the original customer, as that organization isn't paying. But I'd like to track the income as coming from that customer's project - and retain the individual's name. FWIW I'm using Acodei to link Stripe with my QBO. It was't working but I just forced a sync and got new data in. Now I notice the discrepancy in accounting for this additional income as coming from the original project. Is there a way to do this? Or am I overthinking it..?  

1 reply

M
Mark_AG
April 23, 2024

Hi there, Morton.

 

I can assist you in properly accounting for these transactions and linking them to the original project. 

 

Since you are using projects to keep track of the profit and loss for specific jobs, and you are facing difficulty in accounting for add-on sales paid via Stripe, you'll have to enter a sales transaction in QBO and assign it to your project so it will be included in your project income. It could be an invoice or sales receipt transaction. You can watch through this article for more details: Use projects to track project income and costs in QuickBooks Online.

 

On the other hand, if the sales are directly coming from Acodei, you'll have to handle the discrepancy first. To assist you in fixing the discrepancy, I would like to ask what happened during the syncing of your transactions through QBO or whether an error message has popped up.

 

For syncing issues, I recommend contacting directly to Acodie's support. They have the right tools to determine the cause of the issue and apply a solution to the problem.

 

After that, you can also consider running project reports in QuickBooks Online to show specific reports for your project's income.

 

 You're always welcome to post here on the Community page for additional assistance in using projects to track project income in QuickBooks Online. I'd gladly assist you anytime.

M
MortonVisualsAuthor
April 23, 2024

No error, the transactions simply appeared with the customer's name. It didn't look like I could attribute it to a Project without changing the name to the Project, which of course changed all the contact info. 

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