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