I completely understand how frustrating it can be when you're trying to update a customer's company name on a project and getting an error message about removing charges for other projects, @CLP417. I'm here to help you work through this issue and find a solution to get your project updated efficiently.
Firstly, you have to check the transactions added to the projects to see if any splits are also assigned to the other customers. If the transactions are all correct, I'd highly suggest unassigning the existing transactions.
Once all transactions have been reviewed and reassigned correctly, update the project with the new company name. Here's how:
- Attempt to edit the project again.
- Change the company name to the new customer.
- Save the project.
Moreover, you can now successfully assign a new customer to the project.
Lastly, I've added this article to learn how to invoice customers for specific project-related expenses: Invoice customers for project expenses in QuickBooks Online.
My main goal is to ensure everything is taken care of just for you, @CLP417. If you have further QuickBooks-related concerns, kindly post them here. I'm always available to provide any information.
