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LewisFurniture
Level 1

Autopopulating a number for Projects

Hi everyone,

I currently create new projects for almost every sale, as we do custom metal work which sometimes involves multiple steps, expenses and invoices.  I'm wondering if there is a way to auto number projects, similar to auto number invoices? Currently our flow goes: set up new project, create estimate for work, use estimate to create deposit invoice (50%), (sometimes) create invoices for other expenses billed directly to client throughout project, then create final invoice.  This is all great and lets us keep everything together, but for if the system could auto populate a project number, I can use that number on drawings and emails to send to my employees to track time and label parts.  Sometimes the project names are similar or too long.  

 

Does anyone know if this is possible?

thank you!

Paul

1 Comment 1
JamesM4
QuickBooks Team

Autopopulating a number for Projects

Hi there, 

 

Welcome to the Community. QuickBooks is a versatile program that helps you streamline your work using the powerful features offered in the program. Rest assured, I'll be happy to share more info so you're on the right track. 

 

The function you've described above isn't available in QuickBooks. I can see the benefit of having this function and I encourage you to send feedback about this to our engineers. You can send feedback by clicking on the Gear icon and looking for Feedback. New product ideas and improvements are based on the feedback we get from users like you.

 

Let me know if you have other questions by leaving a comment below. I'll be one message away. 

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