I set up project custom fields to include a Job Number, PO Number, and Project Name. How do I get them to automatically populate in my invoice view?

Hello there, javde1. I'm here to assist you in setting up project custom fields to include the job number, PO number and the project name. Let's explore ways to get this resolved. I'm here to support you every step of the way.

In QuickBooks Online (QBO), we have to enter the custom field information manually. However, you can simplify managing projects by setting them up in the system. This way, you won't have to create or use a custom field for your Project Name and Job Number. In line with this, you'll have to select the Project as the customer, and the Invoice number will be the job number when recording invoices. To do this, you'll have to enable the custom transaction numbers so you can be able to customize the job number. 

Here's how you can turn the project feature on: 

1. Go to the Gear icon and choose Account and settings. 
2. Select the Advanced Tab. 
3. Locate the Project section and then switch it on. 
4. Once done, click Save and then Done. 
   

Additionally, if you want to customize your transaction numbers, you can refer to this article: Add custom transaction numbers to sales forms in QuickBooks Online. 

Do not hesitate to comment below if you have additional questions about project management, javde1 for we are dedicated to providing you with the guidance and support you need. Keep safe and have a good rest of the week.