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Hi there, marcus5,
I've received a report that some customers are getting an unexpected error when creating invoices and expenses under projects.
However, our Engineering Team has found a fix for this issue. You need to edit the project so you can add a transaction to it.
Here's how:
To learn more about using Projects in QuickBooks Online, check this out: Set up and use the Projects feature. This link will tell you more about the feature and how to manage your work and see the progress.
Keep me posted if you have follow-up questions and I'll get back to you.
Hi there, marcus5,
I've received a report that some customers are getting an unexpected error when creating invoices and expenses under projects.
However, our Engineering Team has found a fix for this issue. You need to edit the project so you can add a transaction to it.
Here's how:
To learn more about using Projects in QuickBooks Online, check this out: Set up and use the Projects feature. This link will tell you more about the feature and how to manage your work and see the progress.
Keep me posted if you have follow-up questions and I'll get back to you.
I have the same issue when trying to add transactions to a job. Sorry, an unexpected error has occurred. Please try again. I can find and edit the job number but I still get the same error. Please advise.
Hi, @Bgleas.
There are no current cases about the error message you're getting when adding transactions into a job or project. To isolate the issue, you can follow the suggested steps provided by MaryLandT above to modify the project or job information.
If you're getting the same result, you can proceed with the browser troubleshooting steps. I'm here to guide you with the process.
First, open QuickBooks using a private window. In most cases, an unexpected error happens when a browser tends to hold information due to the stored cached. To save you time, you can use either of these keyboard shortcuts:
If it works, go back to your original browser and clear its cache to start fresh. Moreover, you can use another supported and up-to-date browser to narrow down the result.
On the other hand, you can review the topics from this link for additional resources about handling jobs or customers' transactions in QuickBooks Online: Topics about your company's income and customers.
I want everything is taken care of for you. If you have any other questions, let me know by adding a comment below. I'm always here to provide additional assistance. Have a good one!
Hi - I'm getting this same error. I've tried
1. clearing my browser
2. using a private browser
3. editing the Project name/Notes
No luck so far. Still getting "Sorry, an unexpected error has occurred. Please try again" and the Project Name does not show up if I try to add it via the "Customer" field in the Invoice.
EDIT: I'm using the latest version of Chrome on Windows 10 Pro
Please help!
Hi - I am having the same issue. Cannot add an invoice to a project and new projects do not appear in the "Customer" field. I've tried all of the above suggestions, with no luck so far.
I'm using Chrome on Windows 10. Both are fully up to date.
Please Help!
Thank you for joining this thread, @taylorkt.
To further investigate the root cause of the issue, I recommend reaching out to our technical support team. You can request a screen-sharing session so they can check your setup and determine what causes the issue. To do so, please follow these steps:
To ensure that you'll be assisted on time, check out our support hours page.
Also, in case you want to view all of your customer's invoices and payments, you can run the Invoices and Received Payments report. Here's how:
Don't hesitate to post here again if you have further concerns in managing invoices in your QBO account. I'll be around to help. Have a good one.
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