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CLP417
Level 2

Changing customer on a project and error message "Remove charges for other projects from these invoices before assigning a new customer"r.

Help

I am changing the customer on a project - they have changed company name

When I edit the project and add the new company I get this error message

"Remove charges for other projects from these invoices before assigning a new customer."

 

I have been through the invoices and estimates and they are all for the same project and there arent any other projects included.

I would try intuit but according my system "this feature is not available"

 

Ta

3 Comments 3
Sherrie_F
QuickBooks Team

Changing customer on a project and error message "Remove charges for other projects from these invoices before assigning a new customer"r.

I completely understand how frustrating it can be when you're trying to update a customer's company name on a project and getting an error message about removing charges for other projects, @CLP417. I'm here to help you work through this issue and find a solution to get your project updated efficiently.

 

Firstly, you have to check the transactions added to the projects to see if any splits are also assigned to the other customers. If the transactions are all correct, I'd highly suggest unassigning the existing transactions.

 

Once all transactions have been reviewed and reassigned correctly, update the project with the new company name. Here's how:

 

  1. Attempt to edit the project again.
  2. Change the company name to the new customer.
  3. Save the project.

 

Moreover, you can now successfully assign a new customer to the project.

 

Lastly, I've added this article to learn how to invoice customers for specific project-related expenses: Invoice customers for project expenses in QuickBooks Online.

 

My main goal is to ensure everything is taken care of just for you, @CLP417. If you have further QuickBooks-related concerns, kindly post them here. I'm always available to provide any information.

CLP417
Level 2

Changing customer on a project and error message "Remove charges for other projects from these invoices before assigning a new customer"r.

HI I shall try that

 

You dont happen to know why expense claims has disappeared and the option re help has also disappeared. I have been waiting 3 days for a response

ta

RogelioL
QuickBooks Team

Changing customer on a project and error message "Remove charges for other projects from these invoices before assigning a new customer"r.

I appreciate you for waiting three days for a response, @CLP417. Using expense claims helps businesses maintain organized financial records, and I'm here to help you find out why this and the re-help feature have disappeared.

 

To begin with, could you provide further information about the issue you've encountered? I would greatly appreciate any additional information or screenshots you can add.

 

In the meantime, if the Help icon from your QuickBooks menu is gone, let's hover to the Accounts and Settings and locate it there instead. Allow me to guide you through the process:

 

  1. Go to Settings, then choose Accounts and Settings.
  2. In the upper-right corner, locate the (?) Help icon.
    image.png
  3. Click it, then proceed to the usual steps.

 

To address the missing expense claims, log into your account using a private window and see if you can see it there. This approach can help us determine if this is a browser-related issue. 

 

You can save time by using either of these shortcut keys:

 

  • Mozilla Firefox: CTRL + Shift + P
  • Microsoft Edge: CTRL + Shift + N
  • Google Chrome: CTRL + Shift + N
  • Safari: Command + Shift + N

 

After opening a private window, log into your account and try to make expense claims. If everything works perfectly, clear your cache so the system can start fresh. If you still can't, use another supported browser.

 

Moreover, you might want to check out this article to learn how to set up and schedule your payroll to run automatically: Set up and manage your Auto Payroll in QuickBooks Online Core Payroll.

 

Connect with us if you have additional concerns about these features. We can explore further solutions to ensure your QuickBooks Online functions without interruption.