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I forgot the way to add a new project under an existing customer for doing invoices/payments received

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Best answer by LieraMarie_A

No worries, @art.kennedy. Adding a new project under an existing customer in QuickBooks Online is straightforward.

Here's how to do it:

Go to the Projects menu.
Select New project.
In the Project name field, enter the project name.
Select a customer from the Customer dropdown.
Enter a start and end date for the project.
Select a project status from the Project Status dropdown. You can also add more project info in the Notes field.
Select Save.

When you create invoices or record payments received for this customer, you can select the appropriate project to associate the transactions with the specific project. You can also add existing transactions to projects.

You'll also want to check out this article to learn more about managing projects: Projects FAQ.

Get back to me if you have other concerns about projects. I'll be around to answer them all for you. Keep safe and have a good one!

No worries, @art.kennedy. Adding a new project under an existing customer in QuickBooks Online is straightforward.

Here's how to do it:

Go to the Projects menu.
Select New project.
In the Project name field, enter the project name.
Select a customer from the Customer dropdown.
Enter a start and end date for the project.
Select a project status from the Project Status dropdown. You can also add more project info in the Notes field.
Select Save.

When you create invoices or record payments received for this customer, you can select the appropriate project to associate the transactions with the specific project. You can also add existing transactions to projects.

You'll also want to check out this article to learn more about managing projects: Projects FAQ.

Get back to me if you have other concerns about projects. I'll be around to answer them all for you. Keep safe and have a good one!

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