Project Invoicing w/ Contracts

Thanks for being a part of the Community, SShellnutt. Let's track multiple jobs per customer through the Projects feature in QuickBooks Online.

In QuickBooks Online, the Projects feature allows you to track and manage different transactions associated with each job. You can set up multiple projects for a customer with several jobs, making it easier to categorize and organize transactions specific to each individual job.

If your customer's balance isn't associated with any project, then you can simply create an invoice through the +New button on the left navigation panel. On the other hand, create an invoice under a project if the balance is linked to a job for easier classification.

Here's how to create an invoice for a project:

1. On the left navigation panel, head to Projects.
2. Locate the project and click on it.
3. Go to the Add to project dropdown menu.
4. Select Invoice.
5. Fill out the form.
6. Save or send the invoice.

For more information, you can refer to this helpful resource: Create and manage projects in QuickBooks Online.

For future reference, here's a guide on running project reports to obtain valuable data: Project Profitability Reports in QuickBooks.

Come back to the Community if you have other concerns about managing jobs and balances, SShellnutt. I'll be around to answer your questions and provide further assistance if needed. Take care!