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Assign customers and projects

Learn how to assign bills to customers in Xero or QuickBooks and to projects in QuickBooks for better expense tracking.

Marianna avatar
Written by Marianna
Updated over 2 weeks ago

Assigning bills to customers or projects helps track billable expenses and project costs more effectively. This feature works with both Xero and QuickBooks integrations.

Enabling customer assignment

To use the customer assignment feature, go to Settings > Advanced Bookkeeping and ensure that the option Show field ‘Assign to customer’ is enabled under the Additional fields section. Once enabled, you'll see the Assign to customer option on your document review screens.

Assigning bills to customers

When reviewing a document, open the document from Bookkeeping > Inbox, click on the Assign to customer field, and select the contact to whom you want to assign the bill from your synced customer list. The document will be posted as a billable expense in your Xero or QuickBooks account once published.

Project assignment in QuickBooks

For QuickBooks users, you can assign bills to specific projects for detailed project cost tracking. The project assignment works similarly to a customer assignment but allows for more granular project-level tracking.

Select the appropriate project from your QuickBooks project list when assigning the bill to create a clear project cost allocation for better financial reporting and client billing.

Best practices

The Assign to customer/project field is optional –leave it empty if the expense isn't billable or project-specific. Regularly review your customer and project assignments to ensure accurate cost allocation, and use consistent assignment practices across your team to maintain data integrity.

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