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Jun 15, 2019 10:52 AM UTC
Question

If I upgrade to be able to track projects, can I have more than one project for one customer? We build boats for 5 or 6 customers and we may have 4 or 5 in build at once

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1 reply

SophiaAnnL
Jun 15, 2019 12:10 PM UTC

Yes, you definitely can, sean13.

 

With the Projects feature, you have the option to create multiple projects for the same customer. This looks very helpful to your business since you build a couple of boats for your customers.

 

When you create an invoice for the next projects, the customer's name will be written in QBO as Customer 1: Project 2 and so on.

 

Before you upgrade, you can read through these articles first to learn more about the feature you need:

Of course, I'd encourage you to leave a reply to share what you think about this. I'll be right here if you need anything else.