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MJK Design Group
May 7, 2020
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How to move transactions linked to each other to a new project

  • May 7, 2020
  • 1 reply
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After some months of using qb poorly: for estimates, invoices and purchase orders only, I discovered that I had the possibility of having all the information of my projects organized under "projects" so my question is can I move my previous estimates, which are linked to PO and Invoices to their proper folder or can I only use this feature to organize my projects from now on, not for the past. Thanks

Best answer by GlinetteC

We're glad to have you back here, MJK Design Group.

 

I'm here to share additional information about the prompt you're seeing when doing it to your invoices or payments linked to estimates. Changing the customer name to a project will remove the linked transaction since the invoice was converted from an estimate. You'll want to delete the invoice and modify the customer named on the estimate. From there, create the sales transaction and apply the payment to link them under the same project.

 

Here's how to delete the invoice:

 

  1. From the Sales menu, select Customers.
  2. Click the customer’s name.
  3. Under the Transaction List tab, look for the invoice and click the drop-down under the Action column, then choose Delete.
  4. Hit Yes on the message prompt to delete the transaction.

Once done, open the estimate and change the customer name. Then, convert the transaction into an invoice. Follow the steps below:

  1. In the Transaction List tab, double-click the estimate. 
  2. Choose the Project on Customer drop-down.
  3. Hit Save.
  4. Click the Create invoice button next to the transaction amount.
  5. On the pop-up, select the appropriate option and click Create Invoice.
  6. From the invoice screen, click Save.

Then, link the payment by clicking the Receive payment button. Please refer to this article for more information: Record invoice payments in QuickBooks Online.

 

Let me know how these steps work. I'm always here if you need more help.

1 reply

Kristine Mae
Kristine Mae
May 7, 2020

Yes, you can move transactions, MJK Design Group.

 

I'll show you how:

  1. Go to Projects.
  2. Select the project, then go to the Transactions tab.
  3. Select the transaction, then change it to the accurate project.
  4. Click Save and close.

The transactions will be transferred under the new project. 

 

 

 

 

I'll share the article on how to set up and create projects in QuickBooks Online as future reference. 

 

Reach out to us again if you have additional questions. We're here to assist you. 

    M
    MJK Design GroupAuthor
    May 7, 2020

    Yes, that process is successful with Estimates but every time I try to do it with Invoices or Payments linked to Estimates this sign appears. Thanks for your response

     

    G
    GlinetteCAnswer
    May 7, 2020

    We're glad to have you back here, MJK Design Group.

     

    I'm here to share additional information about the prompt you're seeing when doing it to your invoices or payments linked to estimates. Changing the customer name to a project will remove the linked transaction since the invoice was converted from an estimate. You'll want to delete the invoice and modify the customer named on the estimate. From there, create the sales transaction and apply the payment to link them under the same project.

     

    Here's how to delete the invoice:

     

    1. From the Sales menu, select Customers.
    2. Click the customer’s name.
    3. Under the Transaction List tab, look for the invoice and click the drop-down under the Action column, then choose Delete.
    4. Hit Yes on the message prompt to delete the transaction.

    Once done, open the estimate and change the customer name. Then, convert the transaction into an invoice. Follow the steps below:

    1. In the Transaction List tab, double-click the estimate. 
    2. Choose the Project on Customer drop-down.
    3. Hit Save.
    4. Click the Create invoice button next to the transaction amount.
    5. On the pop-up, select the appropriate option and click Create Invoice.
    6. From the invoice screen, click Save.

    Then, link the payment by clicking the Receive payment button. Please refer to this article for more information: Record invoice payments in QuickBooks Online.

     

    Let me know how these steps work. I'm always here if you need more help.

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