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February 3, 2022
Question

Is it possible to move projects from one customer to another in QBO Plus?

  • February 3, 2022
  • 1 reply
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Original commenter did not share additional details

1 reply

February 3, 2022

It's nice to see you here in the Community, @sherisse-alexand. I'll share some details about your concern.

As of the moment, the feature that you're trying to access is unavailable. In QuickBooks Online (QBO), once a project is assigned to a customer, you can no longer transfer it to another customer. You'll need to delete and recreate a project as a workaround. You can then assign it to the right customer.

 

Additionally, if you choose to delete a project, please note that you'll have to recreate all the transactions from it.


For more information about using the Project Feature, you can refer to these articles:

 

 

I'll also take note of this and send this as feedback to our Product Development Team. While we strive to improve your experience with us, I recommend checking out our QuickBooks Online Blog for the most up-to-date news, information, features, and updates.

Don't hesitate to reach out to us again if you need anything else. Assisting you is our number one priority. Keep safe and enjoy your weekend.