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A
accounts-lantzel
October 17, 2024
Question

Projects not showing up after set up

  • October 17, 2024
  • 1 reply
  • 0 views
 

I set up this project earlier today and still does not show under projects, yet when I try to set up again tells me a name so nice I used it twice. Why is it not showing up in my system so I can post to the project?

 

I have refreshed, logged out and back in and an hour later and it still does not show in the system.

 

 

1 reply

J
Jessavell_A
October 17, 2024

Thank you for sharing your concern, @accounts-lantzel. I understand your frustration with project setup. And I'm here to assist you.

 

Based on the screenshot you shared, it seems the name you've chosen is already in use. This explains why it's not appearing in the project list. This unique name requirement is essential for maintaining accurate data when creating reports.

 

To verify this, you need to review your customers' list. Here's how:

 

1. On the left menu, select Sales.
2. Click the Customers tab.
3. Click the Small Gear icon and tick the Include projects box.

4. Double check the names.

 

If you find similar names, you can add a middle name, initial, suffix, or something similar to set them apart. For instance, you could use "Dave A. Jacobs."

 

For more details about managing projects, you can check this article: Create and manage projects in QuickBooks Online

 

Additionally, you can visit these articles to learn how to add a paid or unpaid invoices, and labor costs:

 

Don’t hold back if you have additional questions about adding a project. I want to make sure everything is taken care of.

A
accounts-lantzelAuthor
October 17, 2024

Sorry but, no I created a second job at the same address.  (F) Frame (S) Siding but thank you it finally showed up late this afternoon. So there now, I just don't understand why it took half a day to show up.

 

 

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