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November 6, 2019
Question

Hello,Just wondering if you can create a sales order under project job in online Quickbooks.Thanks!

  • November 6, 2019
  • 1 reply
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1 reply

AddieC
November 6, 2019

Hello,

 

The Projects feature in QuickBooks Online helps you keep track of job costs in one convenient location. This will help you save tons of time and keep you organized. I'll help you figure out how to add a purchase order to your project.

 

The types of transactions you're able to add to your Projects in QuickBooks Online include: 

  • Invoice
  • Receive payment
  • Expense
  • Estimate
  • Time
  • Bill
  • Purchase order

To add a transaction, such as a purchase order, follow these steps:

 

1. Click the Projects tab on the left navigation menu. 

2. Select the project you'd like to add a transaction to. 

3. Click the Transactions tab. 

4. Click Add to project

 

That's all there is to it. For more information about the Projects feature, take a look at this helpful article: Set up and use the Projects feature. Another great resource is the Projects FAQ.

 

If you have any other questions, just let me know. 

 

Have a great day!