We're taking notes of your feedback and suggestions, @RubiconBooks.

I understand that the option to change a customer on a project is beneficial to you and your business. Please know that our product engineers are considering all suggestions based on the number of requests and their impacts on the user interface before they're rolled out.

For now, you can consider sending your feedback or suggestion directly to our engineers by going to the Gear icon and selecting Feedback. This way, they can review this request and add it in the future update.

As always, feel free to 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. 

I'm still open to your replies. If you have other concerns about the project feature, don't hesitate to include them. Have a great day ahead!

As Treasurer of a non-profit I tried to set up a Project for one of our fundraisers (golf tournament) rather than setting up individual income and expense accounts for each individual fundraiser. I thought this would work better to track and report profit for each fundraiser rather than clogging up our P&L statements with multiple fundraising income and expense accounts being our events change from year to year. Our bookkeeper made deposits for income like sponsorships and team payments and I tried to go in and add the project to each line item but after saving, it reverts back to the customer she entered in that field. I cannot change or add these deposits to the project in the customer/project. I event went as far as to delete the entries and redo them and it reverted back to her original input under the customer/project field! From reading through this has been an ongoing problem and seems ridiculous that it hasn't been fixed yet. There is no reasons the field should not be able to be edited.

Hello there, @TammyDMil.

In QuickBooks Online (QBO), once a project is assigned to a customer, you can no longer change it. As a workaround, you'll need to delete the project and assign it to the right customer.

In the meantime, you can consider sending your feedback or suggestion directly to our engineers by going to the Gear icon and selecting Feedback. This way, they can review this request and add it in the future update.

While we continue to develop new features in QuickBooks that can help you save time, I recommend you regularly check our QuickBooks Blog for the latest feature available in QBO.

Please know that you can always get back to us if you have other questions. I'm always here to help.

My company has several projects under an incorrect customer.  As an alternate workaround, what if I edited the existing customer file by removing the incorrect customer information and replacing it with the correct?  Would this not eliminate having to recreate all the projects under a separate new customer file??   

Hi there, Howard56.

Changing the customer information sounds like a good idea.

I just replicated your suggestion and it works. However, we also have to check the transactions linked to that customer before changing the information. 

To change the customer details, just follow the steps below:

1. Go to Sales on menu.
2. Select the Customers tab.
3. Choose the name of the customer.
4. Go to Customer Details, then click on Edit.
5. Change the necessary information.
6. Once done, hit Save.

Also, as what my colleague Maybelle_S mentioned above, you can send us feedback and suggestion by going to the Gear icon then select feedback. 

Post your concerns or click the reply button for any follow-up questions about customer and projects. I'm always here to help. Keep safe!

That suggestion is great unless:

- The client you need to change has multiple projects under it.

- The project needs to go under an existing client with projects and transactions tied to it. 

I don't understand how you can have so many customers reaching out saying this is a concern for over a year and yet no resolution has been made. That is terrible customer service!

I can't believe this is STILL an issue. This shouldn't be that hard and you can't just change the project , especially not on invoices and estimates, it messes up everything and you have to just redo the whole thing from scratch. At least give us the option to change a project back to a sub-client so we can adjust it that way. Something. Anything. 

Please make this possible...

Adding my name to the list of QBO user's that can't understand why - after a year this is still an issue. 

Please resolve. 

It appears no great answer has been provided so I will share what I do to deal with this annoying problem. In short, there is no way to move the project as a whole so you do, in fact, have to create a new project. However, the steps in which you do this is very important. I don't believe there is a cleaner way to handle this as of yet.

1. Create the new project using the correct customer.

2. Go to the old project and click on the TRANSACTIONS tab.

3. Go into each transaction and change the CUSTOMER (top left for invoices and all the way to the right on expenses for each line) to the new customer:project (You will be asked a few times if you are sure you want to do it. Click yes for each one and repeat for each transaction on the list. You will notice that they will start disappearing from the old project as you change them.

NOTE: Do not attempt to move the payments just yet. There is a glitch when doing this so I will cover this at the end.

4. Once the transactions are all moved, do the same thing for all the items in the TIME ACTIVITY tab.

5. If you have already posted the payments, you will need to move the payment in the following manner. You cannot change the customer to include the project name because of an issue that isn't worth discussing. So, running a search for the payment and then trying to edit the payment will not work. Instead, you will go to the bank feed of the account that the payment was posted.

6. Click on the CATEGORIZED tab and find the payment.

7. Click the UNDO option all the way on the right of the transaction line.

8. Go back to the FOR REVIEW tab and the payment will show up again. It should also already have found the new customer:project that the invoice is located in and all you should have to do is click CONFIRM.

9. Now you may go back to PROJECTS and delete the old project.

Sorry, I did not have time to put pictures up for all of the steps. I hope this is clear enough for y'all to understand and I hope it helps.

Good Luck!!

Dan

Adding to the chorus of need here.

Our business runs projects that receive payments from multiple clients. If a project is stranded under just one client, that client must funnel the payments, but they don't always have the capacity to do so. We need to be able to receive (for instance) one payment from a private individual and another from a university, all towards the same projec.

Thanks QBO team for your attention to this! I admit that my business (currently QBO Advanced) is looking into other options to better track our many projects.

Jesse

Absurd that you guys put out QB online with half the features of desktop. Also absurd that when I switched to online i couldn't get any credit for the almost brand new desktop license. I had to change with a new book keeper but i cannot begin to tell you how DISSAPOINTED i am with online. And then when i look up questions and people 3 years ago discuss it as a problem and it STILL ISN'T FIXED.

Surely after all this time you guys would have changed it by now. This is utterly ridiculous and not something we should encounter on an accounting software. Do you have any idea when this will be fixed?

Hi there, cuppalater.

I understand how to convenient to have this feature in managing your projects in QuickBooks. As of now, we don't have a specific timeframe as to when it will be added. Rest assured, we're closely monitoring the ideas and suggestions of our customers and take them into consideration when prioritizing feature development.

As we assess this opportunity, I'd also encourage sending feedback to our Product Development Team to help improve your QuickBooks experience. Here's how to do it:

1. Sign in to your QBO account.
2. Click the Gear icon at the top, then choose Feedback.
3. Enter the new features you would like us to add in the description box.
4. Select Next to send feedback.

I'm also adding these articles to learn more about how projects work in Quickbooks Online:

• Projects FAQ
• Set up and create projects

Feel free to reach out to me again with any concerns or questions you may have. Stay safe and have a great rest of the day.

I agree. Still needed! Please make the change. Thank you.

I am also in the same situation whereby projects had to be created before the billing client had been confirmed. I would change the current project name to xxxxx(error), then create a new project name as xxxxx to replace the project created under the wrong client.

Then I proceed to transfer the transactions (i.e. change the project name of each transactions) to the newly created project. After ALL of the transactions had been "transferred", I delete the old project.

It is troublesome, but I guess the only workaround at the moment.

It is no news, but hope to bring attention to an existing problem which seems small to the programmers. It is however truly frustrating and time consuming for end-users.

I used to be very happy with QB desktop version, economical and flexible to fit most small organisations. I had been a fan and had recommended QB desktop to my clients when they decided to get their own accounting system. However, the change to QBO had been disappointing. I do not recommend it to my clients, for fear of the short-comings and restrictions.

"In QuickBooks Online (QBO), once a project is assigned to a customer, you can no longer change it. As a workaround, you'll need to delete the project and assign it to the right customer."

Once time has been added and invoicing has already been done and paid for, recreating the project under a different client is completely impractical.

This is not an acceptable answer. This is completely screwing us up on a major project.

How about fixing this problem? We are too far into our project to recreate it. We need to be able to move it to the proper customer.

Almost two years later and this isn't fixed yet...Unbelievable. I just ran into this issue and came across this thread. Please change this. I've seen other features that I was surprised the development team thought of. But to see that something so simple was overlooked and still hasn't been fixed is amazing. Again, please fix this soon!

It's obvious that after 2 years of several customers asking for a simple fix, QB really does not care about us. I've lost hundreds of thousands of $ from the roundabout way you suggested and I'm done. See ya everyone - I'm off to use a more user friendly accounting software and one that actually gives 2 proverbials about their customers. Adios.

It would be useful to just change the project

Good day, ck_dooley.

The capability to change a customer's assigned project in QuickBooks Online is a great idea. I recommend sending your valuable feedback to our product developers. In this way, they may consider including this option to the project feature.

Here's how:

1. Log in to your QuickBooks Online account.
2. Click the Gear icon at the top, then choose Feedback.
3. Enter your product suggestion in the description box.
4. Select Next to submit feedback.

Our Product Development Team will then receive and review your feedback, as well as the request of the other user.

To learn more about managing projects in QuickBooks Online, check out this article: Set up and create projects in QuickBooks Online.

Let us know if you have any further questions. I'm always willing to assist. Have a good one.

Are we using the same "Quickbooks Online"? because I have been able to change the customer that a project was assigned to. The feature has been up for months.