If you manage jobs or clients where it’s useful to track income and expenses separately - like construction sites, client campaigns, or regional offices - QuickBooks Projects helps you do just that.
When used together with Datamolino, you can assign each invoice to the right project before it even reaches QuickBooks.
To use QuickBooks Projects with Datamolino:
Open the folder where you store documents for that specific project.
Select the document
Choose the correct project from the drop-down list before exporting (along with ledger account, tax code and any other coding fields).
Click Export.
Use Folder Defaults to Assign Projects Automatically
You can even set up multiple folders for the same QuickBooks company - like one for each office or job site - and assign each a different default project. That way, project tracking becomes part of your document workflow without any extra clicks.
This is how you can set up the automation for respective folder:
Go to the folder’s Accounting Automation Settings.
Scroll to the Integration section.
Set a Default Project for that folder (it appears in the dropdown 'Customer')
