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toddvarnadoe
August 10, 2022
Question

I just discovered an issue where multiple expenses that were marked to different projects are showing up in each of the projects vs. allocated properly.

  • August 10, 2022
  • 1 reply
  • 0 views
This is from several expenses paid to the same vendor in a single check, but allocated to three different projects. However, when I go to my project transactions it shows the full amount of the check in all three projects vs. the individual amounts for each project like it should. This is causing major issues for me virtually making the projects feature irrelevant.

1 reply

M
Mich_S
August 11, 2022

I can see the importance of allocating expenses to the right projects, @toddvarnadoe. I'd like to provide some insights and tips on how you can do it properly.

 

Make sure to correctly allocate the expenses among the projects. To isolate the problem, for now, I advise deleting and recreating the expenses over. This also helps you check whether the changes show or the totals are accurate. I'll show you how to delete the expenses:

 

  1. Go to the Expenses menu.
  2. Locate the expense you need to delete.
  3. Click on the drop-down under the Action column.
  4. Hit Delete and click Yes to confirm.

 

 

After that, proceed in making a single check payment for the expenses. Please see the visual reference below:

 

 

That should do it! Kindly visit the Projects page to check if the allocations are accurate.

 

 

 

 

 

See these handy articles to learn more about handling projects in QuickBooks Online:

 

 

Fill me in if you need extra help with projects or QuickBooks in general. I'm always ready to back you up. Keep safe and have a good one!
 

 

T
toddvarnadoeAuthor
August 11, 2022

Thanks for the reply, but I shouldn't have to and don't want to delete and redo them as I did them correctly in the first place. I just finished up a project that has 83 transactions.

 

As you can see in this screenshot there are 3 different projects in this one check. Unfortunately, when I go to my transactions for each of these three separate projects it shows the full amount $10,452.14 for all three projects which is not accurate. You can imagine how this skews the profitability for each project.

 

I'm very familiar with the concept/ software/ how to use the projects feature, it's just not doing what it is supposed to do for some reason. Or am I missing something?

 

 

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