FAQ:Why Can’t I Enter A Value in the QuickBooks “Project” Field?

| May 21, 2010 | 4 Comments

When editing an invoice (etc.) template in QuickBooks you will see a project field, but you cannot add it to the screen. A common question is “why not?” – as people would like to use that field. 

In QuickBooks, the that isn’t a separate field that you can enter directly. The project field is the job name from the job you are billing.

 In the customer center, when you add a customer, you have the option of adding a customer or a job. The job is attached to a customer.

When you select a customer from the dropdown list when adding an invoice, if there are jobs attached to customers you will see the customer name followed by the job name, separated by a colon. For example, if you have customer “Vanelec” and a job for Vanelec named “Bldg”, in the drop down list you will see both “Vanelec” and “Vanelec:Bldg”.

When you add the “project” box to the printed form, it will be blank if you select “Vanelec”, it will have “Bldg” if you select “Vanelect:Bldg”. You can’t override it.

Tags:

Category: FAQ, Invoicing

About the Author (Author Profile)

Charlie Russell is the founder of CCRSoftware. He’s been involved with the small business software industry since the mid 70’s, focusing on inventory and accounting software for small businesses. Charlie is a Certified Advanced QuickBooks ProAdvisor. Look for Charlie’s articles in the Accountex Report blog, as well as his California Wildflower Hikes blog.

Comments (4)

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  1. ACG says:

    That worked great! I’ve been trying to figure this out for awhile. Thanks much.

  2. John B says:

    That explains that – thank you.
    The problem I have is:-

    On up-grading from Quickbooks 2006 to 2015, all the (old) existing Project data has dissapeared – on some sites thats dozens and dozens of Projects. Do you know how to get that data back.

    I suppose what I am asking is,is there a data field that will pick up the old Project data and display it, or was that one data field that is irrevocably lost when you upgrade.

    • Charlie says:

      John, I assume you are using the UK version of QuickBooks? Unfortunately, I can’t really answer anything about that conversion, as I’ve never had access to that old of a version of the UK product. I know that the database back then was different than the US version that I used. I don’t know if this is a result of that change.

  3. Sharon says:

    Thank-you so much. I’ve been troubled with the same problem, and this finally has cleared this up.

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