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!