Hi there. Glad to have you reach out to the Community. I'll be happy to share info about the Projects feature in QuickBooks. Based on what you've described, I recommend adding the income sources to the Projects by following the steps below:
- Click the New (+) icon.
- Select Invoice. You can also use Sales Receipt.
- Choose the project from the Customer drop-down menu.
- Enter the necessary details for the invoice.
- Click Save and close.
If you need to do this for expense transactions, follow the steps below:
- Click the New(+) icon.
- Select Bill/Expense.
- Enter the Supplier, Bill Date, Due date, and Bill no.
- Fill in the necessary details in the Category details or Item details section.
- Make sure to enter the correct project in the Customer/Project field. - Click Save and close.
Give this a try and if you have further questions, don't hesitate to reach out in the comments below.
