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kdjonesheating
February 24, 2021
Question

Projects and bills

  • February 24, 2021
  • 1 reply
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Hi there

I enter my bills by entering them on a spreadsheet and exporting them into QB, because of the sheer volume of bills I have. Is there a way of allocating some of those bills to a project at this stage and exporting that data or do I have to manually enter each bill to record it to a project?

1 reply

M
MadelynC
February 24, 2021

I know a way how you can allocate those bills to a project in QuickBooks, @kdjonesheating.

 

We ensure to provide options in the most possible ways to meets your business needs. By following these instructions, you can surely allocate them in QuickBooks Online.

 

You can edit those bills you’ve created in the program, then select the project within the Bill page. That way, it’ll automatically assign to a project. However, you’ll need to modify them one-by-one. I’ll show you how to it:

 

  1. Select the Expenses menu, then Expenses.
  2. Click the Filter option.
  3. In the Type dropdown, select Bill and then Apply.
  4. Locate those bills, then Press the View/Edit option under Action.
  5. Under the Customer/Project column, select the project.
  6. Hit Save or Save and close.

 

You can also use the same filter so you can directly export these entries. Here’s a reference that provides information on how to export data easily from QBO.

 

Don’t hold back to drop a comment if you have additional questions or concerns with projects and bills. I’ll be here anytime. Have a good one.

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