Projects & Tags

Welcome to the Community, @AshleyG2022. I'm here to share some info about assigning multiple invoices with tags to projects in QuickBooks Online (QBO).

To assign multiple invoices to a project, you'll have to do it manually. Before proceeding, there are a few things you need to know:

• Once a paid invoice is added to the project it will become unpaid. Reconnect the payment to the invoice to avoid charging your customer twice.
• Ensure that the Automatically apply credits feature is turned off. If it is enabled, the program will automatically apply the payment to the next open invoice of the customer.
• It's not recommended to add invoices linked to more than one transaction, billable expense, or timesheet because you'll have to manually fix each line item.

When ready, below are the steps you can perform to assign them to a project:

1. Navigate to the Get paid & pay menu and select Invoices.
2. Next, select the paid invoice you want to add to a project.
3. Then, click Edit invoice.
4. In the Customer dropdown, select the project.
5. Once done, select Save.
6. After that, you'll now need to reconnect the payment. 

Once done, you can now add tags to numerous invoices by batch. Let me guide you on how:

1. Open your company file and select the Gear icon and click the Tags option.
2. In the Transactions by tag page, select the Filters icon.
3. Select Money In in the Type field, choose Invoices in the Money in transactions drop down and select the correct date range.
4. Next, in the By Contact/Project, pick the project name where the invoices are already assigned.
5. When finished, click Apply and check the box beside Date to select all the invoices.
6. Click the Update Tags button and click Add tags.
7. Select the correct Tag and click Apply to save the changes.

For more details, check out this article: Add existing invoices to QuickBooks Online Projects.

I've also attached this helpful resource to help you classify the transactions to organize the info in your account: Turn on class tracking in QuickBooks Online. 

I'm just around the corner to help if you have any other concerns about managing projects in QBO. Feel free to post a reply below. Have a good one and take care.