darylkeizer
Level 2

Manage customers and income

Hey all,

We are in July 2021 and the problem has not been issued yet by de dev team at Intuit.

Here is what I did to let it work for me:


I already made an est and inv, but forgot to make the project. Oke, so now I made the project. What now? My existing invoice and Estimate are not linked to it. I got the same "this will remove all links" message. 

Timely Solution: delete the invoice (note invoice number/date) > go to your estimate > change it to the project name (if the project don't get listed, which I encountered, just add : after the customer name) > and save the est. After that click create invoice from that saved estimate > and the invoice will come up correctly > now the sweet spot :) > change the invoice number to the invoice number you noted > it should save it without error. And now you have the invoice listed under the project with the original invoice number.


-- I KNOW THAT DELETING TRANSACTIONS IS SOMTEHING WE SHOULD AVOID---

--IF FEEL COMFROTABLE DOING THAT, THEN CARRY ON. ---

 

Let me know it this helped you resolve the issue.

 

DK