J.P. Morgan Next

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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. <a href="https://www.youtube.com/watch?v=WBpVdYqMzdU" rel="nofollow noopener noreferrer" target="_blank">Learn more about Projects in QuickBooks Online.</a>

How do I set this up in J.P. Morgan Next?

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.

Next automatically transfers all active projects in QuickBooks Online and creates a matching custom field within Next.

Make any necessary changes and select Done.

1. Open Company Settings and select Integrations.
2. Click the QuickBooks Online Configure button.
3. Click the Projects Configure button.
4. Next automatically transfers all active projects in QuickBooks Online and creates a matching custom field within Next.
5. Make any necessary changes and select Done.

Which projects sync from QuickBooks Online to Next?

Projects more than one year old will not display in Next. Keep your QuickBooks Online projects up to date to ensure they display in Next.

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 Next 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 Next. 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 Next.

Learn How to sync transactions to the QuickBooks Online Project field.

Using QuickBooks Online Projects with J.P. Morgan Next

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Using QuickBooks Online Projects with J.P. Morgan Next

What are QuickBooks Projects?

How do I set this up in J.P. Morgan Next?

Which projects sync from QuickBooks Online to Next?

What happens with my inactive projects?

How often should I update my projects?