Removing projects synced from QuickBooks

User wants to delete the projects that synced from QuickBooks to Core, but aren't actual jobs/projects.

These are placeholder projects that Core sometimes creates on the fly when syncing other records to QuickBooks. When you get jobs/projects from QuickBooks, these projects also get imported. To remove such 'dummy' or 'placeholder' projects in Core, follow these steps:

  1. In the Projects screen, click on the Filters button on the top-right.
  2. Select the filter Project Manager and under its drop-down, select the item which has the name From QuickBooks.
  3. Click Apply Filter. This only lists the placeholder projects.
  4. Select all these projects in the filtered view and click Actions > Delete. Core deletes the placeholder projects.
Was this article helpful?
0 out of 0 found this helpful