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#Officetime moving one entry into new project how to#

Is there a way I can change that? Thank you very much for your help. When I created the payment receipt of an invoice in this project I'm testing with, under the heading "received from" instead of the name and the address of the client it appears received from "project name" I can find the time to do all the steps for each of the transactions made at least a month ago but if I have to replicate every invoice and payment and bank match paying attention to the invoice number and the date I think it's better to leave it like that and use the "project" feature for really new projects. That is what I did with a short old project I had, just to try the "project" feature but the thing is, since the numbers of my invoices are not custom, by deleting the old one and creating a new one the invoice number changes and since I'm dealing with old invoices, that already has being sent to clients and already has being match with bank transactions, I believe that deleting and creating them again is going to be chaotic. I'll be around to answer them all for you. Get back to me if you have other concerns. From there we share the latest QuickBooks news and feature updates of the product. Here at Intuit, we always aim to meet the demands of our customers and while we continue doing so, I encourage you to visit our QuickBooks blog. Currently, the Receive From section cannot be modified as it will base automatically on the name you entered under Customer on your invoice.

#Officetime moving one entry into new project how to#

You can use this guide as a reference on how to set up and create projects in QuickBooks Online.īefore I proceed to your final question, I'd like to thank you for attaching the screenshot. Moreover, please know that if you consider moving your transactions to a new project, all transactions will combine into one customer or project. Instead, you can just leave it as it is and just apply the Project feature to future projects. Since this transactions are old, I don't recommend deleting and recreating them. Thanks for sharing your circumstances with the option to delete and edit the invoices in order to move the transactions a new project. I appreciate you taking the time to reach us back, MJK Design Group. Please refer to this article for more information: Record invoice payments in QuickBooks Online. Then, link the payment by clicking the Receive payment button. On the pop-up, select the appropriate option and click Create Invoice.Click the Create invoice button next to the transaction amount.Choose the Project on Customer drop-down.In the Transaction List tab, double-click the estimate.

Then, convert the transaction into an invoice. Once done, open the estimate and change the customer name.

Hit Yes on the message prompt to delete the transaction.

Under the Transaction List tab, look for the invoice and click the drop-down under the Action column, then choose Delete.

From there, create the sales transaction and apply the payment to link them under the same project. You'll want to delete the invoice and modify the customer named on the estimate. Changing the customer name to a project will remove the linked transaction since the invoice was converted from an estimate. I'm here to share additional information about the prompt you're seeing when doing it to your invoices or payments linked to estimates. We're glad to have you back here, MJK Design Group.