CaveVan
Level 2

Manage customers and income

This is dumb. This is simply poor software design. 

The linked article is a massive pile of crap work for something that should be 1 click. 

It's clear that *Quick*books has forgotten the "Quick" part of their name. 

As a crazy busy small business owner I'd love to go back to past projects and toss every invoice, expense and employee associated with it into a "project" to get a quick feel for how profitable it was. 

I'd like to take all the current projects and dump them in a "project" and use it as a management tool. 

NO WAY IN HELL do any of your customers have the time to butcher their quickbooks with this hack job of a work around to recreate invoices, risk information vanishing, having payments disassociated and hope we did all the right steps to reassociate them. Its a bonkers ask of your customers. 

This information should be nothing more than an information dump into a spreadsheet to give us usable data to run our businesses better. No reason it needs to mess with the ownership of payments or what accounts its associated with, etc. 

Sounds like Quickbooks doesn't understand what we are all looking for here.