Your accountant will request your customer project details in Excel format. It is also important to identify if there are income or expense transactions that will need to be mapped to the new customer projects. The project module is only available in the QuickBooks Online Plus and QuickBooks Online Advanced subscriptions. Adding customer projects will provide you with valuable job costing and project profitability insights. Only one customer can be assigned to a project in QuickBooks Online.

We can Create Custom Project Templates in QuickBooks Online

Your accountant can create your customer projects and related tasks with due dates once you have provided this information. There are quick-start templates in QuickBooks Online that can be utilized for project setup. Your accountant can create Custom Project Templates that are unique for your line of business. The total wages, taxes and overhead for each worker on a project can also be included when you have employee’s setup. Once a project template has been setup in QuickBooks Online it can be reused for future projects.

Your Accountant will Map Income & Expenses to New Projects

Your accountant will map existing transactions to new projects in QuickBooks Online. Detailed information for existing transactions, including purchase orders, estimates, invoices, deposits, payments, sales receipts, bills and expenses must be provided to your accountant prior to the setup of new projects. This will establish the structure of the projects and provide you with detailed project profitability and job costing report options. With this service, your accountant will send you a notification requesting project information which will show up on your client dashboard. Project information can also be uploaded into a folder within your document upload portal or emailed directly to your accountant. Once projects are created and mapped your accountant will create custom Project reports for you to review directly within your QuickBooks Online account.

Regina Pitts
Regina PittsChief Financial Officer
Member of the QuickBooks ProAdvisor Program

Your Personal Guide to Seamless Accounting: Advanced QuickBooks ProAdvisor at Your Service

Hey there! I’m Gina, and I’m the proud co-founder of Lend A Hand Accounting. Why did I start this? Well, I believe that everyone should have access to affordable, efficient, and flexible accounting and bookkeeping services. It’s all about making sure these essential services fit snugly into your budget without any fuss.

We’ve ditched the traditional hourly rate system and adopted a flat fee pricing. You might be wondering, “Why does this matter?” Well, this way, you know exactly what you’re paying for upfront and there are no unexpected surprises. You get to pick and choose the accounting services you need, like a customized menu. And the best part? You’re in complete control of when you start or stop using our services. We’re essentially just a call or a text away, no need for endless phone calls or draining trips to the accountant’s office.

I’m not just any accountant though. I’m an Advanced QuickBooks Online ProAdvisor. That means I’m equipped with advanced expertise and resources to help you leverage QuickBooks Online to its full potential. My goal is to make your accounting process smooth and efficient so you can focus on what you do best – running your business.

Ready to get started? Reach out to me directly at 360-637-4799. We can even kick things off immediately if you’re ready. Simply create a free account, and I can instantly take a look at your books and let you know where you stand.

At the end of the day, we’re here to serve you. We really appreciate the trust you place in us and we’re eager to meet all of your accounting and bookkeeping needs. Looking forward to being part of your team!

Take care,


The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.