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gareth-kmpl-com-
Level 1

Is there an option to get Project names onto quotes and invoices other than using a custom field?

 
1 Comment 1
Kass_B - Product Champion
Content Creator

Is there an option to get Project names onto quotes and invoices other than using a custom field?

Hi gareth-kmpl-com-,

 

Currently there is no feature to bring across the Project name onto a sales form. You can use Custom fields, or utilise one of the other existing fields on the invoice such as the Description or 'message on invoice' section. However I would be more than happy to pass this suggestion on to our product enhancement team as feedback to be considered for a future update. If you have insights for product improvement ideas to help us improve your experience while using QuickBooks Online, please also feel free to go to your Settings icon and click Feedback - all suggestions are welcome and encouraged!

 

-Kass