How to Set Up & Use Projects Management & Accounting in QuickBooks Online (2026 Tutorial)

Описание: How to Set Up & Use Projects Management & Accounting in QuickBooks Online (2026 Tutorial)

Using Projects in QuickBooks Online helps you track income, expenses, labor costs, and profitability for specific jobs or clients. This 2026 step-by-step tutorial will guide you through setting up and managing projects effectively.

Step 1: Turn On Projects

– Log in to your QuickBooks Online account
– Click Settings → Account and Settings
– Go to the Advanced tab
– Turn on Projects
– Click Save, then Done

Step 2: Create a New Project

– Go to Projects from the left menu
– Click New Project
– Enter the Project Name
– Select the Customer
– Add notes if needed
– Click Save

Step 3: Add Transactions to the Project

You can link the following directly to a project:
– Estimates
– Invoices
– Expenses
– Bills
– Time entries
– Purchase orders

When creating a transaction, simply select the Customer/Project name to assign it.

Step 4: Track Project Profitability

– Open the project dashboard
– Review Income vs. Costs
– Monitor Labor Costs and Time Activity
– Check Unbilled Time and Expenses
– View project-specific reports

Benefits of Using Projects in 2026

Setting up and using Projects in QuickBooks Online helps you:
– Track job profitability in real time
– Monitor project expenses and income accurately
– Improve budgeting and cost control
– Generate detailed project reports
– Make better business decisions

Using project management and accounting features in QuickBooks Online in 2026 keeps your job costing organized, improves financial visibility, and ensures accurate reporting for every client or project.