ChristieAnn
QuickBooks Team
QuickBooks Team
‎March 24, 2020 11:56 PM

Manage Customers and Income

Hi there, Caroline2019.

 

Since the 3307.02 won't appear in the project list, I suggest finding it using the magnifying glass. You'll see from that icon all projects you entered in your account. I attached a screenshot for visual reference.
 
Magnifying glass project.JPG
 
If the issue persists, it could be someone changed or deleted the project. To verify it, I suggest going to the audit log. Take note that to open this feature, you need to sign in as an admin to access the audit log.

 

Here's how:

 

1. Click the Gear icon at the upper right corner.

2. Choose Audit Log.

3. Select the Filter drop down arrow.

4. Use the fields on the filter panel to choose the appropriate User, Date, or Events filter to narrow the results.

5. Hit the Apply button.

 

I suggest re-entering the 3307.02 in the project if you confirmed it was deleted or changed.
 

If the issue continue to occur, I recommend logging in your QuickBooks account using via a private browser. This way, you'll see if you get the same result. Browsing privately disables the cache from saving your browsing data, and it's a good way to check issues caused by a full cache. This might be also the reason the 3307.02 wont appear in the list.

 

Use these keyboard shortcuts based on the browser you're using. 

 

  • For Internet Explorer of Firefox, press Ctrl + Shift + P.

  • For Chrome, press Ctrl + Shift + N.

  • For Safari, hold down Command + Shift + N.

 

If it works in incognito, clear the cache of your regular browser. Doing this helps QBO to function more efficiently. You can check out this article that will provide more information: Clear my browser cache and temporary Internet files.

 

If the steps above didn't work, use another supported browser as alternatives.

 

Please check this article on how you can include an estimate summary from customer's invoices to let them know how much they’ve been invoiced for their projects: Add project estimate summaries to a progress invoice.

 

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.

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