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

| May 21, 2010 | 0 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.

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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 QuickBooks and Beyond blog, as well as his California Wildflower Hikes blog.

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