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January 14, 2024
Question

I have projects setup for each player on a baseball team One project is a fundraiser we did. How do I transfer money from that fundraiser project to a player project?

  • January 14, 2024
  • 1 reply
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1 reply

January 15, 2024

Thanks for reaching out to us, @fivecountysandlo. I'm here to share insights about transferring funds from one project to another. 

 

Currently, the process of transferring funds directly from one project to another is unavailable. The transfer of funds typically involves a bank to credit card account procedure. if you want to allocate a transaction from the fundraiser project to a specific player project, you can simply change the project name linked to the transaction. This will effectively transfer the funds to the intended project.

 

I'll show you how:

  1. Go to Projects.
  2. Select the project, then go to the Transactions tab.
  3. Select the transaction, then change it to the accurate project.
  4. Click Save and close.

The transactions will be transferred under the new project. 

 

 

 

 

I'll share the article on how to set up and create projects in QuickBooks Online as future reference. 

 

Just in case, I'll add these articles for future reference: Track income, costs, and profitability by project.

 

I want to make sure everything is taken care of for you, so let me know if you have any other issues or concerns. I'm more than willing to assist. Have a good one!