How do I add a credit note to a project?

It's my pleasure to walk you through adding a credit note to a project, Pearse.

Once a project is assigned to a customer, you can create a credit note and appoint the customer accordingly. I'll show you how:

1. Go to the Gear icon.
2. Select Credit note under Customers.
3. Choose a customer project under the Customer field.
4. Link invoice if necessary.

Once done, go to the Projects menu and pick the customer. Navigate to the Transactions tab to view the entries you've made.

Here's an article to learn what more you can do with this feature: Create and manage projects in QuickBooks Online and Accountant.

Bookmark this reference for tracking expenses and gains: Track hourly labour costs and profitability by project in QuickBooks Online.

Comment on this thread if you have additional questions about managing projects or handling customer transactions. Have a great day, and stay safe.