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leilakaram
Level 2

Project/Customer is missing in some of transaction fields

Hi, Project/Customer is missing in some of the transaction fields, it is there for others. I have attached samples. Basically, I need to assign projects for any income and expenses. Thanks for help,

1 REPLY 1
CharleneMaeF
QuickBooks Team

Project/Customer is missing in some of transaction fields

I'm here to help you resolve this, leilakaram.

 

Let's perform some basic troubleshooting steps to resolve this. This helps us determine if this is caused by browser-related.

 

To begin, access your QuickBooks Online account via a private window. Here are the keyboard shortcuts: 

 

  • Safari: Command + Shift + N 
  • Google Chrome: CTRL + Shift + N
  • Mozilla Firefox or Microsoft Edge: CTRL + Shift + P 

Once signed in, view the Projets/Customer. If the transaction fields show, clear the browser's cache. This improves the performance of the program.

 

You can also use the supported browser. They'll provide you the best and most secure experience with QuickBooks. 

 

For more details about projects, please see this article: Track Income, Costs, and Profitability by Project.

 

Additionally, you can use progress invoicing to create multiple invoices from a single estimate. That way, instead of asking for full payment at the beginning, you can invoice for partial payments throughout the project.

 

Please get back on this thread if you need help managing your projects. I'll be glad to help you again.

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