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Configuring Projects Follow

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

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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.

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  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.

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  • 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:
    • Enter the customer name in the Project Name field.
    • Then, leave the Parent Project drop-down blank.
  • To create a new sub-job for an existing customer:
    • Select the Parent Project using the drop-down menu.
    • 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. 

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