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Adding invoices to Projects

I've switched on Projects and opened up my first project and now I'm trying to add a sales invoice and vendor invoices to a project that I've created, but the project doesn't appear in the drop-down client list? 

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Best answer October 25, 2018

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Content Leader

Adding invoices to Projects

Hello and welcome to the Community, @AndrewA.

 

I've got just the steps you'll need to troubleshoot that missing Project on the drop-down client list. Recently-created items are known to hide from these lists if your internet browser is using an outdated cache file to load the list. You can clear these temporary files and force QuickBooks Online to download a fresh version.

Since the instructions for accomplishing this vary based on the browser you're using, I'm including some resources that detail the steps for all supported browsers:

 

Once you've cleared the cache, try searching the client list again. Keep in mind that Projects are listed as subsets of their parent customers. For example, if you were to create two Projects for customer John Doe called Project A and Project B, they would be ordered in the drop-down list as:

 

Jim Doe

John Doe

  • Project A  -  Project of John Doe
  • Project B  -  Project of John Doe

Justin Doe

 

With this information, the Project will pop up on the client list in no time. Please don't hesitate to get in touch with me here's if there's anything else I can do to help you succeed. Thanks for coming to the Community, wishing you a wonderful rest of your day.

View solution in original post

2 Comments 2
Highlighted
Content Leader

Adding invoices to Projects

Hello and welcome to the Community, @AndrewA.

 

I've got just the steps you'll need to troubleshoot that missing Project on the drop-down client list. Recently-created items are known to hide from these lists if your internet browser is using an outdated cache file to load the list. You can clear these temporary files and force QuickBooks Online to download a fresh version.

Since the instructions for accomplishing this vary based on the browser you're using, I'm including some resources that detail the steps for all supported browsers:

 

Once you've cleared the cache, try searching the client list again. Keep in mind that Projects are listed as subsets of their parent customers. For example, if you were to create two Projects for customer John Doe called Project A and Project B, they would be ordered in the drop-down list as:

 

Jim Doe

John Doe

  • Project A  -  Project of John Doe
  • Project B  -  Project of John Doe

Justin Doe

 

With this information, the Project will pop up on the client list in no time. Please don't hesitate to get in touch with me here's if there's anything else I can do to help you succeed. Thanks for coming to the Community, wishing you a wonderful rest of your day.

View solution in original post

Highlighted
Level 1

Adding invoices to Projects

Great thanks, I'll try that and let you know how it goes.

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