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Replying to:
JamesM
QuickBooks Team

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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: 

  1. Click the New (+) icon.
  2. Select Invoice. You can also use Sales Receipt.
  3. Choose the project from the Customer drop-down menu.
  4. Enter the necessary details for the invoice.
  5. Click Save and close.

If you need to do this for expense transactions, follow the steps below: 

  1. Click the New(+) icon.
  2. Select Bill/Expense.
  3. Enter the SupplierBill DateDue date, and Bill no.
  4. 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.
  5. Click Save and close.

Give this a try and if you have further questions, don't hesitate to reach out in the comments below. 

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