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sdemarcus
Level 1

"Organize all job-related activity in one place" in projects setting is turned off -- so why does qbo still duplicate job names as sub-clients?

"Organize all job-related activity in one place" in projects setting is turned off -- so why does qbo still duplicate job names as sub-clients? this doesn't happen until an invoice is made in harvest and syncs to qbo
1 Comment 1
MaryLandT
Moderator

"Organize all job-related activity in one place" in projects setting is turned off -- so why does qbo still duplicate job names as sub-clients?

Thank you for contacting us, sdemarcus.

 

Let me provide some insights about the Organize all job-related activity in one place function.

 

Once you uncheck this box, you're turning off the Project feature in QuickBooks. However, those job names will remain on the list.

 

You can hide them whenever you want. Let me show you how:

 

  1. Go to the Sales menu.
  2. Select the Customers tab.
  3. Click the gear icon, then uncheck Include projects

On the other hand, the system prompts when there are duplicate names that already exist. You can merge them since they're imported from Harvest. Check out this page for instructions and detailed steps: Add and manage customers in QuickBooks Online.

 

I also suggest contacting Harvest and check if there's a setting that won't import job names. This is to prevent duplicates sub-clients in QuickBooks.

 

Let me know if you need anything else by commenting below. I'm always around to help you with QuickBooks.

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