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A
Anonymous
December 27, 2020
Question

How do you un-attach a project from a customer and re-attach it to a different customer?

  • December 27, 2020
  • 1 reply
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1 reply

PatriciaT
PatriciaT
December 28, 2020

Hi bonniemac,

 

I'm glad to hear you're taking advantage of the Projects feature in QuickBooks Online to accurately track the profitability of each project you setup. I know how important it's to have the right customer associated with your project. I'll be happy to guide you with this.

 

After creating and saving a project in the program, you have the flexibility to go back and edit the Project name, its Status, Due date, and to whom it's Assigned to. You won't be able to edit the customer linked to the project. To ensure you have the correct customer in the setup, you'll have to recreate your project and select that customer before saving. In case you need to delete the previous project, here's how.

  1. Go to the Projects menu and locate your project.
  2. Click on the Options dropdown under the Actions column.
  3. Select Delete and confirm with Yes.

To learn more about the Projects feature and to assist you when recreating your project, here's a useful article: Set up and create projects in QuickBooks Online

 

I hope this helps! You're always welcome to stop by if you need anything else.

A
Anonymous
December 28, 2020

OK, so if I have to delete the project and recreate it, how do I avoid losing all the invoices, expenses, and time sheets that are already attached to the current project?

PatriciaT
PatriciaT
December 28, 2020

Hi again, bonniemac. Making sure you don't lose any data ensures accuracy across your books. If you have any transactions under a project that's currently linked to a wrong customer, you'd have to manually edit those transactions to change that project to the new one associated with the correct customer. Once you create the new project, it'll be available as an option under the Customer or Customer/Project dropdown in your sales and purchase forms as well as in your timesheets. 

 

Let me know if you have more questions.

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