QuickBooks

General Questions

How to Add a transaction to a project outside of Projects?

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1. Open global create (+), and choose Invoice (or any other transaction).

2. Pick the project from the Customer/Projects drop-down or fill in the project.

3. Add your info as usual.

4. Remember to Save.

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LiveFlow is an agent of Plaid Financial Ltd. (Company Number: 11103959, Firm Reference Number: 804718), an authorised payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017. Plaid provides you with regulated account information services through LiveFlow as its agent.

© LiveFlow. All rights reserved.

LiveFlow is an agent of Plaid Financial Ltd. (Company Number: 11103959, Firm Reference Number: 804718), an authorised payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017. Plaid provides you with regulated account information services through LiveFlow as its agent.

© LiveFlow. All rights reserved.

LiveFlow is an agent of Plaid Financial Ltd. (Company Number: 11103959, Firm Reference Number: 804718), an authorised payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017. Plaid provides you with regulated account information services through LiveFlow as its agent.

© LiveFlow. All rights reserved.

LiveFlow is an agent of Plaid Financial Ltd. (Company Number: 11103959, Firm Reference Number: 804718), an authorised payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017. Plaid provides you with regulated account information services through LiveFlow as its agent.

© LiveFlow. All rights reserved.