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It's good to see you here, CK35.
I want to share additional insights about tracking multiple clients in one project. While this isn't a feature in QBO yet, I have a workaround you can try.
You can use the classes to tag your transactions for a certain project. This will help you identify the entries created for a project by running reports and filtering the class you've used. Here's how to enable it:
- Tap the Gear icon and choose Account and Settings.
- Go to the Advanced tab and pick Categories.
- Use the Track classes slider to turn on the feature in your account.
- Select Save and then Done.
Once set up, you can assign these classes your sales or expense transactions. See this example:
Once you have the transactions tag, you can open any reports and filter by Class. Check out these related links for your reference:
You can also follow the suggestion of my colleagues to send a product suggestion by going to the Help menu.
Kindly post again if you have follow-up questions about tagging transactions or need help with other things with QuickBooks. I'll be more than happy to assist you anytime. Have a wonderful rest of the week!