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Replying to:
Kurt_M
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We're happy to see you here in the thread, @GonzalesPI.

 

You'll need to edit the customer inside those existing income expenses and replace them with the customer associated with the project inside your QuickBooks Online (QBO). We'll gladly write down the steps to get you going:

 

  1. Go to Business overview, then select Projects.
  2. Find and select the project you want to change the assigned customer for.
  3. Click Edit.
  4. Select the new customer from the Customer ▼ dropdown.
  5. Click Save.
  6. Review the prompt, then select Assign new customer.

 

To add existing expenses to the project, you can visit this page and refer to Add existing expenses to a project section for more details: Create and manage projects in QuickBooks Online.

 

Moreover, here are some articles to help you ensure your data stays accurate inside QBO:

 

 

@GonzalesPI, The Community space is open 24/7 if you need assistance accomplishing tasks inside QuickBooks. We'll be here, ready to help you out. Take care, and have a nice day! 

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