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November 16, 2023
Question

Does anyone know if there is a way to require a Client/Project selection for every expense, bill, etc entered?

  • November 16, 2023
  • 1 reply
  • 0 views
A coworker of mine forgets to enter a Client/Project for any expenses she enters. Is there a way to make it a mandatory field?

1 reply

MorganB
November 16, 2023

Good morning, nicolemashley90-, and welcome to the Community.

 

While there are many ways to customize forms in QuickBooks Online, there isn't currently a way to require the Client/Project field. I can see how this option would be beneficial to you and others. In this instance, I recommend submitting feedback to the Product Development Team for review. This can be done directly through your QuickBooks Online account by clicking the Gear icon in the top right corner, then select Feedback.

 

Once you've submitted feedback, keep an eye out on the Firm of the Future site for news about product updates and feature releases. Many of these updates come directly from great user suggestions like yours.

 

In the meantime, I'm linking a couple of articles that I believe you'll find useful:

 

 

Please feel free to drop a comment below if you have any other questions. I'll be here to help in any way that I can.