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User74
December 6, 2024
Question

QuickBooks Online Progress Invoicing Not Working Correctly for Construction Related Businesses

  • December 6, 2024
  • 1 reply
  • 0 views

Construction related businesses work from a Schedule of Values that breakdown their fees based on different Divisions.  Each Division will be billed with different invoices billed at different percentages until 100% is met.  Once that 100% is met, the line item/completed Division still needs to display on all invoices until the Project is completed, not when the line item reaches 100% completion.

 

I have the Progress Invoicing turned on in QuickBooks Online.  Right now, I am manually re-adding the missing/100% Billed line items.  How do I generate Progress invoices from Estimates that show all line items including the line items that have reached 100% billing?

 

 

1 reply

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MAnneJ
December 6, 2024

Thanks for this detailed information, @User74. I'll guide you through the process of generating progress invoices. 

 

Since the feature is already turned on in the settings, we can personalize your Custom form styles to meet the requirements needed for your business. 

 

First, let's choose the Airy new style, as it's the only template compatible with progress invoices. Then, ensure that you uncheck the following options: Fit to window envelope or Fit printed form with pay stub in window envelope, to avoid template issues. Finally, we'll need to enable the Show Progress on line items option to display the percentage completion of your project.

 

For step-by-step instructions, please refer to Step 2 in this article: Set up and send progress invoices in QuickBooks Online. 

Screenshots are added for your visual reference. 

 

 

 

 

Additionally, you might find this resource useful to learn how to add estimates to your progress invoices: Add project estimate summaries to a progress invoice in QuickBooks Online. 

 

I'm here to assist if you need additional assistance with managing your progress invoices and any QuickBooks-related queries. Have a good one.

U
User74Author
December 6, 2024

Your reply doesn't resolve the problem. 

 

The only way to have 100% billed line items show up on invoices is to turn off Progress invoicing, which defeats the purpose.

 

Intuit needs to fix this issue if they are forcing Construction related businesses to move to QuickBooks Online because they discontinued Desktop!

A
AnneMariee
December 6, 2024

It's vital for construction-related businesses to have accurate and efficient billing processes, particularly when it comes to progress invoicing, User74. 

 

We want to ensure QuickBooks Online effectively supports all business types, including construction. That said, I encourage you to submit your feedback, as your input is invaluable and can help drive positive changes for a better experience. 

 

Here's how you can send your suggestions:

 

  1. Head to the gear icon.
  2. Under Profile, select Feedback.
  3. Describe your request detailing the necessity of having 100% billed line items show on invoices without disabling Progress Invoicing.
  4. Click Next to submit.

 

Rest assured, your feedback will reach the teams that make decisions about product enhancements and updates.

 

In the meantime, you may browse this article on progress invoicing with QuickBooks: Set up and send progress invoices.

 

Additionally, here's a comprehensive guide on adding project estimate summaries to help streamline your invoicing process: Add project estimate summaries to a progress invoice.

 

Thank you for your dedication to refining your billing processes, User74. Accurate progress invoicing is indeed crucial for construction-related businesses to thrive. Feel free to keep this thread open for any further questions or if you need additional assistance in billing customers. In the Community, we always have your back.

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