We are excited to announce that projects is now live for Canadian, Australian, United Kingdom and United States customers!
Welcome to QuickBooks Projects!  Projects is similar to job costing in that it helps you organize all the pieces that make up a project, including transactions, time, and running reports so you always know how your project’s doing.  Quickly access your active projects, assign transactions to them, and get project-specific reports like Project Profitability, Unbilled Time and Expenses, Non-billable Time and the Transactions tab for sales related transactions.   

Turn on Projects in Settings

  1. Select the Gear, and then Accounts and Settings.
  2. Select Advanced.
  3. Turn on Projects.
Please Note: Once Projects is on, there is no option to turn it off

Create and track your projects 

Set up your first project

  1. Select Projects from the menu. 
  2. Select Add your first project.
  3. Name the project, and select or add a customer.
  4. You can add a note now or later, and then Save.
  5. You’ll see your new project card. Go ahead and select it. 
  6. Let’s add an invoice to your project.
    1. Go to Add to project, and select Invoice.
    2. The Project name will pre-fill, so just enter your invoice as usual, and then Save
  7. It’s easy to add other transactions to your project. 
    1. Go to Add to project and choose an Expense (Or Invoice, Receive Payment, Estimate, or Time or Purchase Order).
    2. Enter the vendor/supplier's name, fill in the details, and also include the Project name just to the right of the line amount.  (You can add multiple projects on multiple lines.)
    3. Select Save.

Add a transaction to a project outside of Projects

  1. Open global create (+), and choose Invoice (or any other transaction).
  2. Pick the project from the Customer/Projects drop-down or fill in the project.
  3. Add your info as usual.
  4. Remember to Save.

Run Project-specific reports

  1. Select the project.
  2. Click any of the reports (Project Profitability, Non-billable Time or Unbilled time and expenses).
Note: The more transactions you assign to your project, the more insights you’ll see in the reports.

Move existing transactions into Projects

 If you are using sub-customers, you can merge the transactions into your project by changing the name of the sub-customer to be the same as the project.  Here’s how:
  1. Set up the project under the same parent customer as the sub-customer.  It must be named differently than the sub-Customer.
  2. Go back to Customers and choose  the sub-customer.
  3. Edit the name of the sub-customer to the project name and say Yes to merge.
  4. All the transactions for that sub-customer will now be in the project!

How to send us feedback  

This is just the beginning for Projects, and we’d love your feedback. You can send feedback by selecting the Gear: Feedback. Tell us how it’s going and what we can do to make Projects better.