in qbo plus, project name not shown in customer transaction list, and in project, estimate for project not listed

I have figured out a small part of this . . . going in to the existing estimate and selecting the project in the customer name field.

However, for some reason, new projects added are not showing up in that customer list immediately.

What finally triggers that?

The project number now shows as well.

Series delay between adding a project and the entire system recognizing it/combining its parts.

I know that this is a new feature, so I hope that this time lag can be significantly improved, and function as quickly as the remainder of the software.

"However, for some reason, new projects added are not showing up in that customer list immediately.

What finally triggers that?"

For some reason, it always takes a few seconds to show up in that customer parent list. You can refresh the page or go back to the dashboard and select Projects again.

Maybe they need to fix this glitch.

Thanks for bringing this to my attention, @tamimd67,

I personally want to add projects without delay especially on busy days. 

I'd like to share the steps you can apply to improve the performance while working with your projects.

You can clear cache and cookies to boost browser-related issues. Some stored data on your browser can impact the data being transmitted, thus causing some unusual responses.

Please let me know if there's anything I can help you with QuickBooks. I'm always around whenever you need help.

@MaryLandT 

"I'd like to share the steps you can apply to improve the performance while working with your projects.

You can clear cache and cookies to boost browser-related issues. Some stored data on your browser can impact the data being transmitted, thus causing some unusual responses."

@MaryLandT 

Listen. This has nothing to with "clearing cache and cookies" steps. 

THIS IS A GLITCH IN PROJECTS SETUP.

If you have the sample demo file (probably you do), try it yourself. You will learn more...thank you and have a great day!

I have cleared cache and cookies and am still having this lag and we are now a year later from the initial complaint. Has there been a fix for this glitch/lag yet. Very frustrating when I am trying to work and info I need is not populating in a timely manner. 

Thank you for posting here, @garbinski6813.

I'm sad to know that you're still unable to do your task in adding projects.

I recommend reaching out for our phone support, for they have the necessary tools to fix this and also to further investigate this matter.

I'd be glad to show you how to get in contact with the QuickBooks Online Support Team.

Here's how:

1. Click the Help button in the top right corner.
2. Choose Contact Us.
3. Enter Support in the field and choose Let's talk.
4. From here you can select to receive a callback at a time that's convenient for you or begin a chat session with an agent.

I've added this article to guide you with the different types of support we offer at Intuit and its availability: Support hours and types.

If there's anything we can help you with, don't hesitate to visit the Community again. It's always our pleasure to assist you. Cheering you and your business to continued success!

I'm having the same issue, two years after the initial complaint. I spoke with a representative earlier today for 1 hour and 35 minutes on another issue only to be informed it was a product limitation. Is this issue also a product limitation? Seems like all this could be done in a spreadsheet much quicker than Quick Books!

I appreciate you contacting our Live Support Team and for sharing your concerns about projects, user46.

I've got some steps to help show projects on the customer's transactions list. You need to enable the Project column to see the name on the Transaction List tab. Please see the attached screenshot below for your visual guide.

On the customer's list, you also need to enable the Include projects from the settings.

When I also check the estimate for a project, the transaction appears on the Transactions tab.

You can clear the browser's cache and cookies to isolate the issue. Or use other supported browsers and check the project name from there.

Follow the steps to clear cache for your browser:

• Firefox
• Google Chrome
• Safari for Mac
• Microsoft Edge

If you're getting the same results, I suggest getting back in touch with our Live Support Team. They can create a case under your account and investigate the issue.

Let me know how everything turns out by commenting below. I'll be right here whenever you have follow-up questions about projects.