Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
MelroseV
QuickBooks Team

Reply to message

I appreciate your effort in following the suggestions above, Mr_wright4. I'm here to help you transfer your existing transaction to QuickBooks Online.

In QuickBooks Online, you can transfer the existing transaction from a customer to a project.

 

Here's how to add an unpaid invoice:

 

  1. Go to Sales and click Invoices.
  2. Find and select the unpaid invoice
  3. Select Edit invoice.
  4. Click the Customer dropdown. Then select the project.
  5. Select Save.

 

To add the paid invoice to the project:

 

  1. Go to Sales and select Invoices.
  2. Find and click the paid invoice you want to add to a project.
  3. Click Edit invoice.
  4. Select the Customer dropdown. Then select the project.
  5. Click Save.

 

To add existing expenses to a project:

 

  1. Go to Expenses and then click Expenses.
  2. Find and select the transaction you want to add to your project.
  3. In the Customer/Project column, select the dropdown, then select the project you want to add the transaction to.
    Note: Do this for each expense item you want to add to your project. This is different from the payee for the expense.
    If you don’t see the Customer / Project column, go to Settings ⚙ and select Account and settings. Then, turn on Track expenses and items by customer from the Expense section.
  4. Select Save and close. You may also select other save options.

 

Additionally, you can refer to the following articles that contain step-by-step instructions on how to calculate profits, cost by project, and other related topics: 
 


If you have additional questions regarding the projects in QuickBooks Online, please don't hesitate to post them here in the Community space.

Need to get in touch?

Contact us