Level 7

Question

Some of my projects are not showing on drop down for assigning- how can I see them?

Forum|Forum|7 years ago
December 10, 2018
29 replies
118 views

No text available

QuickBooks Online

AlcaeusF

Level 14

Hi there, @lindak1119.

Welcome to the Community. I'm here to assist you in showing all your projects, so you can assign them in QuickBooks Online (QBO).

I tried on my end, and I was able to see all the projects I created. I also check if there's an ongoing issue about this but there isn't currently one. To isolate this, try logging into your QBO account using a different or a private browser. There are times that the browser is full of frequently accessed page resources, thus causing some errors and/or unusual responses.

To use a private browser, here's how:

On your keyboard, press Ctrl + Shift + N (Google Chrome).
Ctrl + Shift + P (Firefox or Internet Explorer).
Control + Option + P (Safari).

Once logged in, try to create an invoice and check if you can see all your projects on the Choose a customer or project drop-down. For your reference, you may check out this article for more information: QuickBooks Online Projects.

If it'll work using a different or a private browser, go back to your default browser and perform clear cache to remove temporary internet files on your computer. Before doing so, make sure to take note of your saved passwords and URLs. Once done, here's a helpful article with the steps on how to perform clear cache: How do I clear my browser cache and temporary Internet files.

Give this a try and let me know how it goes by leaving a comment below. Please know that I'm only a post away if you have any follow-up questions. Wishing you and your business continued success.

F

Fivestone

Thanks for the suggestion but it didn't work for me.

K

KhimG

Level 7

Hi there, @Fivestone.

I appreciate you trying out the steps given by my colleague. I’m here to share some information about why some projects are not showing up on the drop-down menu in QuickBooks Online.

There’s currently an ongoing investigation about certain projects not showing up in the online banking drop-down menus. Assigning projects to expenses, invoices and other transactions works the same way as they should.

If you’re having the same problem, I recommend getting in touch with our Customer Care Team to have your account added to the list of affected users. Doing so will allow you to receive email notification about the update of this issue.

Here’s how you can contact support:
1. Go to https://help.quickbooks.intuit.com/en_US/contact.
2. Choose QuickBooks Online.
3. Select a topic twice.
4. Scroll down and click the green Get Phone Number button to get their contact information.

In the meantime, here are the workarounds you can use to assign projects to your bank feed transactions:
• Add the transaction from the bank feed and assign the project from within the bank register.
• Or rename the project, then create a new one and give it the old name. This makes the renamed project show up on the bank drop-down menus.

That should do it. Please keep me posted on whether or not this response answered your question. Thanks for coming to the Community, I look forward to hearing from you.

D

DebStat21

This work around of renaming and creating a new project with the old name worked, but please fix this soon as duplicate projects are going to be very confusing to employees filling out timesheets.

K

KhimG

Level 7

Thanks for joining the conversation, @DebStat21.

I’m glad you find the temporary workaround helpful.

If you haven’t already, please give our Customer Care Team a call to add your account to the list of affected users. An email notification will be sent once an update is received.

Have our representative link your case ID number to INV-23770. I’ll also personally update the thread for any new information or changes related to this.

Here are the updated steps to get in touch with phone support:

Sign in to your QBO account.
Go to Help at the top right.
Click Contact Us to connect with a live agent.

That should do it. Touch base with me here and let me know how the call goes. I’m always ready to help. Have a good one!

F

FLOWCFD

I can confirm some projects are not showing up so therefore Estimates and PO's cannot be assigned to a particular project number.

Its odd, the actual project number has been created and is visable, but you cannot assign anything to it...

Most odd, and bearing in mind QBO is on trial with us...its proving a challenge...

katherinejoyceO

Level 9

Welcome to the Community, @FLOWCFD. Normally, you can add transactions to projects by tagging them so you can track specific projects to income and expenses.

Let's check to identify if you're experiencing a browser related-issue by using an incognito or a private browser. You can open any supported browser, then follow these shortcut keys below to open a private window:

Google Chrome, press Ctrl + Shift + N.
Firefox or Internet Explorer, Ctrl + Shift + P.
Safari, Control + Option + P.

Once done, check to see if you can assign Estimates and PO's to a particular project number. If that works, troubleshoot your main browser by clearing its cache and temporary Internet files. If it's still an issue, try using another supported browser.

I've got here information about tracking income and more, refer to this help article: Track income, costs, and profitability by the project. It also includes a short video tutorial for your visual guide.

Let me know if you have anything else in mind, @FLOWCFD. I'll be around to get back and help.

F

Fivestone

This only happens in the QBO app, not when I use QBO online.

Kristine Mae

Moderator

We want to ensure this gets fixed, Renee191.

I suggest reaching out to our customer care support. This way, an agent can take a better look at this. Feel free to follow AileneA's steps on how you can get in touch with us.

You can also take note of their support hours so you can immediately get in touch with an agent.

The Community is available 24/7. You can always visit us if you have other concerns. Keep safe!

S

soundcon

I am chiming in to say that I am experiencing the same issue. Some projects from a particular customer appear in the drop-down list but the one I am currently working on does not. It shows up in the list when selecting the Project tab on the menu and if I attempt to add a transaction from there it puts the project in customer field automatically as I expect it would. However if I attempt to add an item not available in the ."Add To Project List" list and have to use the customer drop down the project is not there so the item, in this case a CM, can't be assigned to the project. I see another person is having the same issue with time entries which are available in the Add to Project List.

This jsut started but I am also going to be in deep trouble real fast if this is not fixed.

Z

ZackE_

Moderator

Thanks for joining this thread, soundcon.

There's currently an ongoing investigation about projects not showing up in the drop-down list for customers. I'd recommend getting in touch with our Customer Care team so you can be added to our list of affected users. This way, you'll receive updates about what's going on with the case.

They can be reached while you're signed in.

Here's how:

Use your Help (?) icon.
Click Contact Us.
Enter a description of the situation in your What can we help you with? field, then hit Let's talk.
Select Start messaging or Get a call.