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lisa-2i-t-com
September 13, 2024
Question

Customer & Projects Inactive

  • September 13, 2024
  • 1 reply
  • 0 views

I have (2) projects listed under a customer that both show up on QB time, even tho one is 'completed'.

 

I use QB Online Plus, and Plus tracks customers (not projects), so the customer would have to be inactive to not show up? There is not the option to just track active projects (minus the customers) in QB time using Plus unless you have the Elite package?

 

However, if I need to make a project inactive in Elite, will it A) do so without impacting the customer B) not show up in the QB time drop down?

 

Thanks!

1 reply

R
rvrfrf
September 13, 2024

Thanks for getting in touch with the Community, lisa-2i-t-com.

 

In QuickBooks Online, a customer can't be made inactive if there's unfinished or complete projects.

 

QuickBooks Time shows all projects at once, with no option to filter by status. This wouldn't change if you were to upgrade to Elite.

 

I can certainly understand how an ability to do each of these things could be useful and have submitted suggestions about them as of today.

 

You can also submit your own feature requests while signed in. Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

 

In regard to your question about making a project inactive, you can do so without impacting the customer.

 

You can also reach out to our QuickBooks Time support team if you have any in-depth questions about what is and isn't possible with the platform.

 

I've also included a detailed resource about using QuickBooks Time which may come in handy moving forward: About QuickBooks integration preferences

 

Please feel welcome to send a reply if there's any additional questions. Have a wonderful Friday!

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