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Level 2

Why can't we reassign projects to different customers instead of creating a new project and manually migrating existing transactions over?

 
Solved
Best answer November 27, 2019

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Highlighted
QuickBooks Team

Why can't we reassign projects to different customers instead of creating a new project and manually migrating existing transactions over?

Hi there, @midatlantictemp3.

 

The reason why you can't reassign projects to different customers is that QuickBooks wants to keep track of those transactions. As of this time, you can consider creating a new project and entering the existing transactions manually as you've mentioned above.

 

I know how useful for you to have this option to work with QuickBooks seamlessly. But I want to let you know that your voice matters and I'm submitting this feedback to our product engineers for consideration.

 

For now, you can visit our blog site so you'll be able to get the latest news about QuickBooks and what our Product Care Team is working on. 

 

Also, you might want to read this article to know more about projects:  Projects FAQ.

 

Please feel free to post any questions you have below. The Community team and I are always here to help out.

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10 Comments
Highlighted
QuickBooks Team

Why can't we reassign projects to different customers instead of creating a new project and manually migrating existing transactions over?

Hi there, @midatlantictemp3.

 

The reason why you can't reassign projects to different customers is that QuickBooks wants to keep track of those transactions. As of this time, you can consider creating a new project and entering the existing transactions manually as you've mentioned above.

 

I know how useful for you to have this option to work with QuickBooks seamlessly. But I want to let you know that your voice matters and I'm submitting this feedback to our product engineers for consideration.

 

For now, you can visit our blog site so you'll be able to get the latest news about QuickBooks and what our Product Care Team is working on. 

 

Also, you might want to read this article to know more about projects:  Projects FAQ.

 

Please feel free to post any questions you have below. The Community team and I are always here to help out.

View solution in original post

Highlighted
Level 1

Why can't we reassign projects to different customers instead of creating a new project and manually migrating existing transactions over?

Thank you and plus one. Having a feature where projects are reassigned to different customers would be very useful because in our business we have several use cases where project reassignment is likely, and it's not feasible to recreate transactions manually. 

Highlighted
QuickBooks Team

Why can't we reassign projects to different customers instead of creating a new project and manually migrating existing transactions over?

Thanks for sharing your thoughts about the feature to reassign projects, xii799.

 

I'm glad to take note of this preference and pass it over to our developers for future updates. Like you, i'm also hoping to see this in our upcoming releases, 

 

Right now, you might want to bookmark this link: The QuickBooks Blog. This is where we post our latest product changes and news. Also, learn more about other things you can do with the current Project in QBO. 

 

Don't hesitate to drop by again if you'd like to ask or share anything about QuickBooks. Happy holidays!

Highlighted
Level 1

Why can't we reassign projects to different customers instead of creating a new project and manually migrating existing transactions over?

Hi 

I am an accountant , I have plenty of clients (more than 30 travel agencies) have the very strong urge to add different customers to one project. Would you please develop this feature in the future? Thanks!

Highlighted
QuickBooks Team

Why can't we reassign projects to different customers instead of creating a new project and manually migrating existing transactions over?

Thank you for sharing your idea about enhancing your QuickBooks Online experience as well as for the benefit of other users, @AAAZZZ2020.
 

The best I can do right now is to submit this suggestion to our Engineering Team. There they can test the benefit of the feature before the product implementation.
 

You can visit our blog to stay current with our features and product updates: The QuickBooks Blog.
 

Thank you so much for choosing QuickBooks Online, @AAAZZZ2020, and more power to your business!

Highlighted
Level 1

Why can't we reassign projects to different customers instead of creating a new project and manually migrating existing transactions over?

Is there any update on being able to reassign the customer for an existing project? I have a QBO file that needs clean up from the way the previous bookkeeper set up the projects functionality. There are about 57 projects with a lot of transactions under each project. Not practical at all to have to recreate each project and edit each transaction.

Highlighted
QuickBooks Team

Why can't we reassign projects to different customers instead of creating a new project and manually migrating existing transactions over?

Thank you for posting here in the Intuit Community @Caitlin-S.

 

I know how important it is for you to have this feature available in QuickBooks. As of the moment, our developers haven't released an official statement on when this is going to be live in the program.

 

Rest assured, they are closely working on making QuickBooks a better avenue for your success. I'll personally submit a follow-up request to our engineers letting them know you wanted this feature.

 

Once our engineers roll out new enhancements in QBO, you will be notified through in-product ads and email. What's good about QuickBooks is the accessibility to new features without downloading them manually.

 

To stay on top of the latest news and updates, including what our developers are currently working on, check out our QuickBooks Blog site.

 

Feel free to visit us again if you have other questions with QuickBooks. Your success matters. Have a lovely day!

 

 

 

 

 

Highlighted
Level 2

Why can't we reassign projects to different customers instead of creating a new project and manually migrating existing transactions over?

I have the same issue and would like this functionality ASAP.

Thank you!

Highlighted
Level 1

Why can't we reassign projects to different customers instead of creating a new project and manually migrating existing transactions over?

I also have the same issue, and it would greatly benefit me having this feature.

Highlighted
Level 1

Why can't we reassign projects to different customers instead of creating a new project and manually migrating existing transactions over?

I am experiencing the same. My staff didn't get all the client info when setting up the projects. She set it as "TBD" temporarily. When I received the client info, I couldn't update it other than trying to delete it and create another one, then input all their time sheet back on again.

 

As a small business owner, this is getting very frustrating. Please look into getting this feature asap.

If not, I will have to seek another program that can do the what we are looking for.

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