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April 21, 2021
Question

Is it possible to archive projects and if so how?

  • April 21, 2021
  • 1 reply
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1 reply

M
MadelynC
April 21, 2021

I’m glad to assist you today, @marketing11.


At the moment, the option to archive projects in QuickBooks Online is unavailable. You may consider exporting them to Excel for documentation and future use.


Here’s how:

 

  1. Select the Projects menu from your left navigation pane. 
  2. Click the customer or project
  3. Choose the information you need to keep.
  4. Select the Export to Excel button.


I have here a reference that tackles projects in QBO. Check it out to learn more about what other things you can do with it. 


I’ll be here anytime if you need more help with projects. Just drop a comment below, and I’ll make sure it’ll be taken care of. Have a great day!

L
LizBerm0711
November 8, 2022

Has this procedure been updated, since this post is over a year old ?  Can we archive projects?

 

MichelleBh
MichelleBh
November 8, 2022

Thanks for following up on this feature, @LizBerm0711.

 

Archiving projects in QuickBooks is a fantastic idea that will significantly benefit our customers. The option to archive projects in QuickBooks Online is still unavailable. I'd suggest sending feedback to our product engineers. This allows them to review your suggestion and include it in future updates.

 

Here's how: 

 

  1. Go to the Gear icon on the upper right side. 
  2. Select Feedback. 
  3. Type your comments in the box and click Next. 

 

Furthermore, QuickBooks has a website where users can vote on new feature suggestions and feedback. Visit this link to get to the page: Customer Feedback for QuickBooks.

 

Feel free to read through these articles below to learn how to track labor costs, and add paid and unpaid invoices to project in QuickBooks:

 

 

If you require additional project assistance, I'll be available whenever you need me. Just leave a comment below, and I'll ensure to take care of it. Keep safe. 

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