What are QuickBooks Projects?
Projects are a field within QuickBooks Online that allow you to track expenses and bills to specific projects. Knowing which expenses align with specific projects allows you to avoid overspending on a job and get an idea of the profitability of each project.
Projects exist only within QuickBooks Online Plus and Advanced. Learn more about Projects in QuickBooks Online.
How do I set this up in Spend Center?
The QuickBooks Online Projects field is configured from Company Settings.
Open Company Settings and select Integrations.
Click the QuickBooks Online Configure button.
Click the Projects Configure button.
Spend Center automatically transfers all active projects in QuickBooks Online and creates a matching custom field within Spend Center.
Make any necessary changes and select Done.
Which projects sync from QuickBooks Online to Spend Center?
Projects more than one year old will not display in Spend Center. Keep your QuickBooks Online projects up to date to ensure they display in Spend Center.
What happens with my inactive projects?
We will create new projects, but we don’t delete them. This means that you’ll need to remove the custom field in Spend Center once your project has been marked as inactive in QuickBooks Online.
How often should I update my projects?
Every time you make updates in QuickBooks Online, you’ll need to make those updates in Spend Center. If you add new projects, you’ll need to manually configure the integration to include those as custom fields. If you mark any projects as inactive, you’ll need to remove those from your custom fields list.
Projects more than one year old will not display in Spend Center.
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