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midatlantictemp3
Level 2

Why can't we create Sales Receipts directly from a project? We can create practically everything else. Could we also filter transactions by Sales Receipts?

 
Solved
Best answer November 27, 2019

Best Answers
RenjolynC
QuickBooks Team

Why can't we create Sales Receipts directly from a project? We can create practically everything else. Could we also filter transactions by Sales Receipts?

Hello there, midatlantictemp3.

 

Most of the transactions created in a project are not paid on time. This is why you're unable to create a Sales Receipt from the Projects page. You'll have to use the New (+) menu or the Sales window to add the transaction.

 

While we're unable to filter the Sales Receipt in the Transactions page, you can run a Transaction List by Customers. Then customize the report by following these steps:

  1. On the left panel, click Reports.
  2. Select the Report period, and click the Customize button.
  3. Click the Filter drop-down and select Sales Receipt from the Transaction Type drop-down menu.
  4. Choose the project from the Customer drop-down list.
  5. Click Run report.

For other questions about the Project feature, here's an article: Projects FAQ.

 

You can leave a reply here if you need more help with QuickBooks. Have a good day!

View solution in original post

2 Comments
RenjolynC
QuickBooks Team

Why can't we create Sales Receipts directly from a project? We can create practically everything else. Could we also filter transactions by Sales Receipts?

Hello there, midatlantictemp3.

 

Most of the transactions created in a project are not paid on time. This is why you're unable to create a Sales Receipt from the Projects page. You'll have to use the New (+) menu or the Sales window to add the transaction.

 

While we're unable to filter the Sales Receipt in the Transactions page, you can run a Transaction List by Customers. Then customize the report by following these steps:

  1. On the left panel, click Reports.
  2. Select the Report period, and click the Customize button.
  3. Click the Filter drop-down and select Sales Receipt from the Transaction Type drop-down menu.
  4. Choose the project from the Customer drop-down list.
  5. Click Run report.

For other questions about the Project feature, here's an article: Projects FAQ.

 

You can leave a reply here if you need more help with QuickBooks. Have a good day!

View solution in original post

Lyle Eubank
Level 1

Why can't we create Sales Receipts directly from a project? We can create practically everything else. Could we also filter transactions by Sales Receipts?

I agree. I would like to be able to create sales receipt for projects. Let’s make this happen!!!

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