We’re back with one of my favorite features here in the Community... our Top 5! (shhh don’t tell the others) This time I’m taking a look at Projects. We love how easy it is to track our jobs, link transactions, and track employee hours. But you’ve got questions and I’m here with answers! Here are the top 5 questions for Projects from fellow business owners like yourself.
When a project has been created, any associated invoice can be linked to it manually. Once moved, any transactions linked to that invoice (billable time, credits, payments, etc.), or attachments will be removed.
Take a look at the steps to move invoices over to a project:
In the left navigation bar, go to Invoices, then open the Customers tab.
Click on the customer’s display name.
Find the invoice, estimate, or transaction and click to open it.
Use the Customer drop-down arrow to search for the name of your project.
Choose the one you want to link with your record.
Once you've completed this process, your customer's invoice will now be connected with that project.
If you have invoices not showing up as income, it’s best to check what account is tied to the item or service listed. They should not be attached to an asset, liability, or equity account. Here’s how you can check:
Go to Projects.
Select the project name, then open the transaction.
Note the item/service.
Then, let's check the product/service's setup. Here I’ll walk you through how to change the account it's linked to:
Click the Gear icon.
Go to Products and Services.
Select the item/service, then click Edit.
Click the Income account drop-down arrow, then select the appropriate account.
Click Save and close.
Once corrected, make sure you check “Also update this account in historical transactions.”
Those transactions will then be moved to the right account.