Creating Projects in QuickBooks Online for WiseCost
Projects are created only in QuickBooks Online. Add the Project there, then click Re-Sync in Company Setup → Projects and it appears in WiseCost.
Projects are created only in QuickBooks Online, never in WiseCost. To add one, create it in the Projects area of QuickBooks Online, then open Company Setup → Projects in WiseCost and click Re-Sync. WiseCost lists real QuickBooks Projects only, so a sub-customer that was never converted to a Project will not appear.
Who can do this: an Administrator in WiseCost with access to QuickBooks Online.
Add a Project
- In QuickBooks Online, open the Projects area and create the Project under the right customer.
- In WiseCost, go to Company Setup → Projects.
- Click Re-Sync.
- Check that the Project is in the list. Your team can now charge time to it, if your contract field is Project.
The Projects page in WiseCost has a help button that shows these same steps.
Why it works this way
Projects can only ever be created inside QuickBooks Online itself. That is why Manage QuickBooks objects from WiseCost never affects Projects, whatever its position.
Set a budget and a period of performance
Once the Project is in WiseCost you can give it an hours or dollars ceiling and start and end dates. See Contract budgets and period of performance.
Common questions
My Projects do not appear in WiseCost. Why?
Usually they are sub-customers in QuickBooks Online that were never converted to Projects, or you have not clicked Re-Sync since creating them. See My Projects do not appear in WiseCost.
Can I use Projects and Classes at the same time?
One of them is the contract. If your contract field is Project, you can still include Class on the form as a secondary tag.