Project Names

Hi, @aHUGEpro. Thank you for reaching out to the Community.

I understand how important it is to add project names as for easier tracking.

We can add a field using a customized template to add the project name. Here's how to do it:

1. Head to the Gear icon.
2. Select Custom form styles. Then, choose your invoice or estimate template.
3. Go to the Content section.
4. Click the Pencil icon on the first box.
5. Scroll down, look for Manage custom fields, and click on it.
6. Select the Add field.
7. Type: "Project Name" in the Name box.
8. Choose your preferred form type by checking the boxes.
9. Click the toggle to turn on the Print on form setting.
10. Hit Save.

Additionally, I suggest the following articles related to Sales Forms and Projects that you can use in the future:

• Customize invoices, estimates, and sales receipts in QuickBooks Online
• Manage and track your work with client requests, projects, and tasks

Please feel free to reach out if you have any follow-up concerns regarding sales forms and projects. It would be my pleasure to assist you. Have a great day!