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Replying to:
RenjolynC
QuickBooks Team

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Thanks for joining us in this thread, vgkish.

 

To move transactions from classes to projects, you will need to do it manually. You can create the projects as jobs by following these steps:

 

  1. Go to Customers Customer Center.
  2. Click the New customer & Job drop-down menu, then select Add job.
  3. Enter an appropriate Job Name and other necessary details
  4. Click OK.

 

Here's an article for reference: Tracking job costs in QuickBooks Desktop.

 

Once done, open each transaction and change the CUSTOMER: JOB from the drop-down list.

 

If you have other concerns with QuickBooks Desktop, please let me know by posting a comment below. Take care and stay safe.

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