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I've recently begun using Quickbooks Online and have noticed the Projects function.
Do you use this?
I've started using it, entering in expenses and other details for particular projects, assigning the customer details and saving an invoice in advance.
I am then shown a list of active projects and can tick them off one by one when complete, waiting till end of week to send invoices (this is my prediction, have only been using it 3 da... See more
Hi All,
I've recently begun using Quickbooks Online and have noticed the Projects function.
Do you use this?
I've started using it, entering in expenses and other details for particular projects, assigning the customer details and saving an invoice in advance.
I am then shown a list of active projects and can tick them off one by one when complete, waiting till end of week to send invoices (this is my prediction, have only been using it 3 days).
Do you have any tips? Is it an efficient project management tool that may beat the ol' trustworthy excel sheet?
Are there other apps that can be used within Quickbooks that do this job better for our specific needs?
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The system lets you keep client/vendor database, with contacts and rates, manage projects and assign jobs to vendors, issue invoices, track payments, store and manage project files, generate business reports on turnover profit per client/manager etc.