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phil8
November 5, 2019
Question

I have created a project and assigned a customer to it but now I need to change the customer. How can i do this?

  • November 5, 2019
  • 5 replies
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5 replies

AddieC
AddieC
November 5, 2019

Hello, 

 

Projects is a great tool you can use in QuickBooks Online to track job costs and keep everything organized in one place. You can run project-specific reports, and view all the transactions associated with the project conveniently and easily. 

 

If you've assigned a customer to your project by mistake, you'll have to delete it and create a new one with the correct customer information. At this time, you're unable to change the customer once a project has been created. 

To delete the current project, click the Projects tab from the left navigation menu. Then, click the drop-down arrow next to Options in the Action column on the right-hand side. Click Delete. 

 

I recommend noting all the transactions or important information for the project before you delete it, so you can recreate it with the correct customer. 

 

Here's more information about the Projects feature in QuickBooks Online: Projects FAQ. 

 

I hope this helps get you back in working order. If you have any other questions, please feel free to ask. 

Have a great day!

cjholowatyj
cjholowatyj
February 17, 2020

@AddieC this advice may be all well and good, except for the fact that when you delete a project in Quickbooks the transactions within that project aren't deleted with it, so they stay on the books forever and are permanently unchangeable whether they are correct or not. You cannot even move these transactions to an active customer or project because the transactions cannot be edited while associated with a deleted project. Figure that asinine logic out! *shaking my head*

LauraAB
February 17, 2020

Hi there cjholowatyj,

 

I once again want to make sure you have the solution for managing the transactions related to your deleted Project. Check out my response on the following thread to see what I've come up with so you can make sure your books get back in order: How do I make a Project Inactive, without deleting it. Clicking that link takes you right to my response, so you don't have to scroll.

 

I'm here if you need me.

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