How to Add a transaction to a project outside of Projects in QuickBooks Online

Authored by: Support.com Tech Pro Team

1. Introduction

How to Add a transaction to a project outside of Projects in QuickBooks Online

 

2. 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 the 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).
  3. The more transactions you assign to your project, the more insights you’ll see in the reports. 
  4.