Hello there, @GSDgrad.
I'm here to share information about managing Projects in QuickBooks Online.
For the transactions, make sure to assign them to a specific project. If you add them to a customer or vendor, they will not generate data like income, expense, and project profitability.
You can easily add new transactions to your project, such as invoices, expenses, or estimates. Adding transactions to projects won't affect their classification or impact on your accounts. Simply designating them as part of the project allows you to keep track of its revenues and outlays.
There are two methods to add new transactions. In QuickBooks, you can create the transaction as usual. All you have to do is type the project name into the Customer/Project dropdown. Or, use this method for starting a new transaction inside of projects:
- Go to Business overview and select Projects.
- Choose your project.
- Click Add to project to create a new transaction.
- Select either Invoice, Receive Payment, Expense, Estimate, Time, or Bill.
- Fill out the details for the transaction as you normally would.
- Hit Save and close.
Once you have the same issue after properly assigning the transactions to the project, you can clear your regular web browser's browsing history.
I'm also adding this article as your reference to manage projects in QuickBooks Online: Set up and create projects in QuickBooks Online.
Let me know if you have additional questions about managing projects. I'm always here to help.
