Project Details

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To configure Projects, click on Manage Lists in the navigation bar, and then click Projects.
 

While you may manually add projects to Tallie, it is recommended that you sync your projects/jobs from your QuickBooks Desktop using TallieConnect or via the Sync Now button in Integration & Sync.
 

 
             1.    To manually add a Project to Tallie, click Add Project.

          2.    To edit an individual project, simply click the name.

          3.    To edit multiple projects at once, check off a few, and click Mass Update.

After choosing a project to edit (or choosing to add a new project), click on the Details tab to get started!
 

 
  • If you synchronized this project from your accounting software, the Parent Project and Project Name will be automatically populated (highlighted with orange boxes).
     
  • To create a new parent customer:
             o    Enter the customer name in the Project Name field.
             o    Then, leave the Parent Project drop-down blank.
     
  • To create a new sub-job for an existing customer:
             o    Select the Parent Project using the drop-down menu.
             o    Then, enter the Project Name.
     
  • Start & End Dates are not required, but these can be utilized to restrict when projects are available for expense tracking.
     
  • When using Departments/Classes for expense reports, you may select a default class for the project.