I am getting so frustrated. I am trying to set up my QBO with projects. However, I’d like to see my transactions go directly to the projects when I add them from my bank account. The only way it seems that this can even possibly be done is if I create sub customers first and then turn them into projects. I don’t understand this. As I do not have, need or want sub-customers. We have build docks and seawalls for customers and we normally have only 1 job per customer. I am getting so frustrated with QBU that I am ready to quit. Do you have any advice on how this can be done? Thanks so much
Hi Gina! So sorry about your issue with getting projects to work properly. Unfortunately I do not think that the projects feature is going to work the way you would like it to. If you want to assign transactions to a specific group or category you will most likely need to use the class tracking or location tracking option. Both class tracking and location tracking allow you to assign each transaction with a “class” or “location”. Class or location can be whatever you want it to be, store #, department name or even a group. If you decide to use class tracking, you will need to turn this feature on in Settings.
Unfortunately I don’t have an article or video tutorial that shows you how to do this, I was able to find this Intuit Support Article that explains how to use this feature in detail. To locate the articles on this topic, follow these instructions:
1. Log into your QuickBooks Online account
2. Click on Help (located in the upper right hand corner)
3. Type “class tracking” (without quotations) in the search field
Best of luck,
Crystalynn Shelton, CPA