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Michelle0531
Nov 21, 2022 9:41 PM UTC
Solved

projects

Good afternoon,

We currently set up projects under the customer to track costs.  I invoice from the project also.  Someone mentioned that you should always invoice under just the customer name, not the project.  Thoughts?

MaryLandT
MaryLandTAnswer
Nov 22, 2022 3:10 PM UTC

It's good to see you here again, Michelle0531.

 

Yes, creating an invoice through the Project page is okay. It's easier this way since QuickBooks will automatically pull up the project name. 

 

Let me show you how to accomplish this task.

 

  1. Go to the Project menu, then click the project name.
  2. Click Add to project, then choose Invoice.
  3. This opens the Invoice page. You don't need to find the name of the project since QuickBooks will do it for you.
  4. Fill in the form, then save or send it to your customer.

 

When a customer pays an invoice, you need to record the payment in QuickBooks. This will mark the invoice as paid. You can also notify your customer a reminder when invoices are, or soon to be, overdue. Check out these articles below as your guide.

 

 

You can leave a comment below if you need more help about creating an invoice through the Project page. I'll be right here to always assist you.

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7 replies

DivinaMercy_N
DivinaMercy_N
Nov 22, 2022 12:10 AM UTC

Hi there, @Michelle0531. I'm here to share some details about creating an invoice for a customer's project in QuickBooks Online (QBO).

 

In QBO, when adding an invoice to a project via the Invoice feature, you'll have to select the project name associated with the customer. If you select the customer's name only, this will become a separate transaction that is not connected to the project. Please see the screenshot below for reference:

 

(The first one is the customer's name not associated with a project. The second one is the project name of the same customer).

 

For reference, please check this article: Set up and create projects in QuickBooks Online. 

 

You can also run a project report to track your labor costs and profitability in QBO. To do so, simply go to the Reports menu, scroll down to the Business overview section and select the Project Profitability Summary report. 

 

If I can be of help while managing your project transactions in QBO, please let me know by leaving a comment below. I'll be always here ready to help. Have a good one.

Michelle0531Author
Nov 22, 2022 2:19 PM UTC

@DivinaMercy_N Good morning!  I do know how to create a project and invoice through the project.  My question was is it ok to invoice through the project?  Someone told me I should be invoicing just through the customer tab, not the project?

Thank you!!

MaryLandT
MaryLandTAnswer
Nov 22, 2022 3:10 PM UTC

It's good to see you here again, Michelle0531.

 

Yes, creating an invoice through the Project page is okay. It's easier this way since QuickBooks will automatically pull up the project name. 

 

Let me show you how to accomplish this task.

 

  1. Go to the Project menu, then click the project name.
  2. Click Add to project, then choose Invoice.
  3. This opens the Invoice page. You don't need to find the name of the project since QuickBooks will do it for you.
  4. Fill in the form, then save or send it to your customer.

 

When a customer pays an invoice, you need to record the payment in QuickBooks. This will mark the invoice as paid. You can also notify your customer a reminder when invoices are, or soon to be, overdue. Check out these articles below as your guide.

 

 

You can leave a comment below if you need more help about creating an invoice through the Project page. I'll be right here to always assist you.

DHOWELLACS
May 12, 2023 5:18 PM UTC

Company is new to QuickBooks online.  Want to set up projects for customers that are currently opened and in progress.  Is there an easy way to update all expenses and invoices to the customer-project name?

Maybelle_S
May 12, 2023 6:57 PM UTC

Hello there, DHOWELLACS. I understand that you want a quick way to modify the project name of your customer's expenses and invoices.

 

Currently, the specific functionality that you're asking for is unavailable. We recognize the importance of this feature to our users. You can send feedback requests to our Product Development Team so they can check and consider this in future updates. I'll show you how to do it.

 

  1. Go to the Gear icon.
  2. Under Profile, select Feedback.
  3. Enter your suggestion.
  4. Hit Next.

 

While this preference isn't possible, we can manually open the invoice and expense one at a time to assign the customer's project name. Here's how.

 

  1. Go to the Sales menu and then the Invoices tab.
  2. Choose the transaction.
  3. Click Edit Invoice.
  4. From the Customer's drop-down arrow, choose the project name.
  5. Hit Save and close.

 

For the expense transactions:

 

  1. Go to the Expenses menu.
  2. Choose the transaction.
  4. Click the Customer/Project drop-down arrow.
  5. Select the project name.
  6. Hit Save and close.

 

Additionally, ensure that the Track expenses and items by customer are turned on. It's to show the Customer/Project column in the expenses window. See screenshots below:

 

Moreover, check out this article to learn how to manage projects in QuickBooks: Track hourly labor costs and profitability by a project in QuickBooks.

 

Please come back again if you have further concerns about projects. I'm always here to assist. Have a wonderful day!

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