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Level 1

I have alot of projects under one customer. How do i mark them all complete?

How do i mark multiply jobs complete by one customer?
1 Comment
QuickBooks Team

I have alot of projects under one customer. How do i mark them all complete?

Hello, Connie. 

 

I have some information about marking your projects as completed. 

 

At this time, you can only mark the projects as complete one at a time. To make the marking a little bit easier, you'll want to filter the projects to one customer and with In progress status. Simply select the filter options from the two drop-down menus. 

 

projstat1.PNG

 

Our engineers might add the option to mark multiple projects as complete in the future. This will definitely save users time, especially in your case. In the meantime, I suggest checking our QuickBooks Blog for product updates. 

 

If you need help managing your customer's sale transactions, feel free to visit our articles here. They have a number of guides on how to create and manage your sales records. 

 

Questions or other concerns regarding QuickBooks Online and its features? You can count on me again by replying in this thread. 

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