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 go to which 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 Divvy?
The QuickBooks Online Projects field is configured from within company Settings.
Navigate to company Settings and select Integrations.
Click the QuickBooks Online Configure button.
Click the Projects Configure button.
Divvy will automatically bring over all Active Projects within QuickBooks Online and create a matching custom field within Divvy.
Make any changes you see fit, and select Done.
Which projects sync from QuickBooks Online to Divvy?
Projects more than one year old will not display in Divvy. Keep your QuickBooks Online projects up to date to ensure they display in Divvy.
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 from within Divvy once your project has been marked as inactive in QuickBooks Online. Follow these instructions for updating your Divvy custom field when you need to remove any inactive projects.
How often should I update my Divvy projects?
Every time you make updates in QuickBooks Online, you’ll need to make those updates in Divvy. If you add new projects, you’ll need to manually configure the integration to include those as custom fields within Divvy. 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 Divvy.