Projects

Hi Adriandawet,

Thanks for posting in the Community!

I've checked this on my end and is working fine when trying to add existing invoice and expense to a project. To isolate the situation encountered, let's log in to QBO using a new incognito window.  Sometimes cache stores up in the system causing problems on the web pages.

To start with, log in to QuickBooks from a private (incognito) window. Here’s how:

• Command + Shift + N (Safari)
• Ctrl+ Shift + N (Google Chrome)
• Ctrl + Shift + P (Mozilla Firefox)

Then, log in to qbo.intuit.com and enter your User ID and Password. And attempt to open the existing invoice or expense and assign them to a project. Here's how to add an existing expense to a project:

1. Go to Expenses tab or Bookkeeping, select Transactions.
2. Locate and select the expense you wanted to add to your project.
3. In the Customer/Project column, select the project name. Repeat the steps above for other expense transaction you want to add to your project.
4. Click on Save and close.

For existing Invoice you wanted to add to a project. Here's how:

1. Click on Sales tab, and click on Invoices.
2. Locate and select the invoice to add to the project.
3. Under Customer name field, select the project name to add to the invoice.
4. Click on Save or Save and close.

Please let me know if you have any additional questions. I'm always willing to assist.