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jimcook
Level 1

In the Haste of adding Project names, I misspelled one Name. How is this changed?

eiseman Jewelry - Dallas, T
Solved
Best answer June 17, 2020

Best Answers
KlentB
Moderator

In the Haste of adding Project names, I misspelled one Name. How is this changed?

Thanks for coming back to this thread, Jim.

 

I'll help you in editing your the name of your project.

 

Please know that the Edit this project option is under the Options drop-down menu. You'll just have to click this menu first to be able to edit your project. Once done, you can follow the simple steps provided by my colleague above to successfully change the project name.

 

Please take a look at my screenshot:


 

In case you'll need to track much you're earning or spending on your projects, we can pull up the Project Profitability report to see your costs, income, and expense by project. Here's how:

 

  1. Click Projects on the left menu.
  2. Select the name of the project.
  3. Go to the Project Reports tab.
  4. Click View from the Project profitability section.

To learn more about how projects work in QuickBooks Online, you can read this article: Track income, costs, and profitability by project.

 

Do you have other questions in mind? Feel free to leave them below and I'll make sure to get back to you. Have a pleasant day ahead.

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3 Comments 3
Pabz_L
QuickBooks Team

In the Haste of adding Project names, I misspelled one Name. How is this changed?

Welcome to the Community, @jimcook.

 

Let me help you change the Project name in QuickBooks Online.

 

Here’s how.

 

  1. Go to the Projects menu.
  2. Below the Actions column click the drop-down arrow beside Options.
  3. Select Edit this project.
  4. Edit the name on the Project name field.
  5. Then, click Save.

 

Please see the screenshots below. 

 

proyekto 101.PNGproyekto 102.PNG

 

You may also use this article for your future reference about project feature in QuickBooks Online. Set up and use Projects

 

Please feel free to fill me in if you have any other questions. Take care.

jimcook
Level 1

In the Haste of adding Project names, I misspelled one Name. How is this changed?

THANK YOU for the Quick reply. My version does not have the arrow next to the  Actions tab. I will screen shot it for you below.

As an Interior Showcase and Display Contractor it would also be helpful to track the Estimate amount thru to the Invoice stage.

Thanks Again.

Jim

KlentB
Moderator

In the Haste of adding Project names, I misspelled one Name. How is this changed?

Thanks for coming back to this thread, Jim.

 

I'll help you in editing your the name of your project.

 

Please know that the Edit this project option is under the Options drop-down menu. You'll just have to click this menu first to be able to edit your project. Once done, you can follow the simple steps provided by my colleague above to successfully change the project name.

 

Please take a look at my screenshot:


 

In case you'll need to track much you're earning or spending on your projects, we can pull up the Project Profitability report to see your costs, income, and expense by project. Here's how:

 

  1. Click Projects on the left menu.
  2. Select the name of the project.
  3. Go to the Project Reports tab.
  4. Click View from the Project profitability section.

To learn more about how projects work in QuickBooks Online, you can read this article: Track income, costs, and profitability by project.

 

Do you have other questions in mind? Feel free to leave them below and I'll make sure to get back to you. Have a pleasant day ahead.

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