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February 1, 2024
Question

How to create a single invoice for a client with multiple projects?

  • February 1, 2024
  • 1 reply
  • 0 views
I need to track separate projects but invoice together

1 reply

February 1, 2024

Hello robincockell,

 

Welcome and thank you for posting here on the Community page!  QuickBooks Online Projects feature is a dynamic way to manage income, expenses and labour fees, for each job.  I can see how beneficial it would be to provide one invoice for a customer with multiple jobs on the go.  I would be happy to help!

 

Here's how to create the invoice;

 

1. Open +New from the left menu and select Invoice

2. Use the ▼ dropdown menu to select the Customer 

3. The side panel will open, providing the option to Add associated transactions

 

Should you require additional assistance, please don't hesitate to contact us.  It would be our pleasure to work with you in real-time, and ensure you're able to accomplish your QuickBooks goals as soon as possible!

 

Feel free to reach back out with other questions.  We would be glad to assist!