I can't even believe that I had to discover this ridiculous thread. This should be ONE CLICK. Add to project? Done. How has this been complained about for YEARS and its still a 10 step process? What the hell are we paying for here?
For those of you at quickbooks who have never done anything but act like a spam bot, this is what people running small businesses do:
First, we work with a potential client about maybe getting a job. If things go well, and in some meaningful way, things are planned out, then sure...there's a project name. But more often than not, your estimate/1st invoice gets paid and THATS when a project exists. NOT before. But now, thanks to this overpriced software which does nothing directly without some goofy loophole or workaround, I need to create a project and create more work for myself just to put it in the place where it should go without knocking the books out of whack?
It should go like this: oh, look, I got paid for my first invoice/deposit. Great, now I can add this to my new project that I created (since the project now actually exists) by opening up the invoice, clicking on add to project, and DONE. ONE STEP. Does anyone who codes or develop UX/UI or any of the supposed TEAMS of people who work on this software actually check this stuff? Do they ever even use it? I mean this is the most basic of functionality, and I feel like I'm being bamboozled. I'm definitely looking elsewhere for my bookkeeping, this is getting old. Everytime it seems like this program might get usable, it just gets more convoluted. I'm going to start looking at threads on how to port my data to literally anything else but Quickbooks. Feel free to send me a "helpful link"
