How Do I Delete Projects?

Use the following procedures to delete projects:

You can delete a project but its status must be ‘Active’ to appear in the lists. To delete a project:

To safeguard your assets, make a backup of your company database before deleting a project.

1. Open Project screen from the Lists menu.
2. Scroll the grid list and find the project you want to delete. In addition, note the client associated with this project.

3. Click  and then confirm your decision to delete it.
4. When you have finished, click Close.

If some data is associated with the project, you must first delete that (time entries, expense entries, invoices and payments). The best plan of action is:

1. For the project that you want to delete, determine what you have recorded against it by reviewing the Project-Accounts screen. (Note the values pointing to time, expenses, invoices and payments.)
   
   ‘Services x Billable’ shows there are time entries on file. ‘Expenses x Billable’ shows there are expense entries. ‘Total Amount Billed’ shows there is invoice activity and ‘Total Amount Paid’ shows there are payments.
   
2. Open Payments screen from the Billing menu.
3. Select View By: Project and then choose a project.

4. Next, move to the Previous Payments field and select the previous payment. The corresponding invoice and payment details display in the grid.
5. Click Delete. BillQuick Online confirms that the deletion was successful.
6. When you have finished, click Close.
7. Next, open the Invoice Review screen.
8. In the filters section at the top, select the relevant project. Click Refresh to display the invoices.

9. Select all the displayed invoices by selecting the box on the top left.
10. Next, click Action and choose Reverse. Confirm this action. (If you missed deleting any associated payments, BillQuick Online displays a message.)
11. When you have finished, click Close and move on.
12. Now click Time-Expense on the navigation bar and select the Sheet View tab.
13. Select View By: Project and then choose the project.

14. Next, move to the Period field and select ‘All’. Click Refresh to display all time entries for the project.
15. Select the box on the top left of the grid to select all time entries and then click to delete them.
16. When you have finished, click Close.
17. Next, open the Expense Log screen.
18. Repeat these steps to delete expense entries for the project. If there are no expenses for the project, continue to the next step.
19. Click Lists on the navigation bar and select the Project tab.
20. Select the project you want to delete and click  on the grid. Confirm your decision.
    
    Be sure about the project record that you want to delete. If you delete any data by mistake, you cannot recover it.
    
21. When you have finished, click Close.