Hi Michael. I have a related question with a different challenge. If this belongs someplace else please let me know and I'll post it there.
Recently converted from desktop to QBO+. We used to invoice customers. We need to invoice each job in QB. Seems like Projects may be the best way to do this. I can create projects under existing customers. I can move invoices to those projects per your instructions above; however, I run into trouble when trying to move payments (and bills and expenses) from the customer down to the projects. The first warning/error I get says:
"Selecting a new customer will change how credits and payments were applied. Is this OK?"
While this is not what I wanted, I answered "yes" to be able to proceed.
Then when I try to save the payment I get another error that says:
"The transaction you are changing has been reconciled. Saving your changes could put you out of balance the next time you try to reconcile. Are you sure you want to modify it?"
So it's getting scarier to proceed but I press on and click "yes" again.
Then I get a different (Red Text!) warning box when trying to save the payment that says:
"Something's not quite right
This transaction has been deposited. If you want to change or delete it, you must edit the deposit it appears on and remove it first."
These sound like things that I really do not want to do. What's the best way to move invoices/payments/bills/expenses from a customer to a project underneath that customer while avoiding or minimizing disruption to the system? Thanks in advance for any help.
