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August 15, 2021
Question

I just created a project, and have two invoices already created. I would like the line items from invoice to be tracked as billable in project - can this be done after?

  • August 15, 2021
  • 1 reply
  • 0 views
As i see now, system seems to recognize the items as new, and does not link to what was already invoiced.

1 reply

August 16, 2021

Hello david292,

 

Thanks for connecting with us here. QuickBooks is a versatile program that helps you streamline your work using the powerful features offered in the program. I'll be glad to give you a hand by sharing more info so you're on the right track with your work. 

 

Based on what you've described, you'll have to assign the invoices to a project by opening the invoice in question and entering the project name in the Customer/Project drop-down. You can also add transactions to projects using the steps below: 

  1. Click on Projects.
  2. Navigate to your project.
  3. Select the Add to project to create a new transaction.
  4. Click on Invoice.
  5. Select Save and close.

To learn more about projects in QuickBooks, check out this helpful article here. If there are any features that you'd like to see included in the program, please send that as feedback to our product developers. To do this, click on the Gear icon in your QuickBooks account and look for Feedback

 

Feel free to ask other questions, I'm here to help you achieve your QuickBooks goals. 

david292Author
August 16, 2021

Thanks James - that part of the process was pretty intuitive, and I managed to do that. There were two invoices though, sent and not paid, that have hours tracked. If I go into project and track those hours, it basically doubles them.

Is there a way to make the invoiced hours part of the project, or do I have to re-create invoice and start all over?

David

August 16, 2021

I see. At this time, the ability to assign line items on invoices to projects is unavailable, however, you can change the entire invoice so it's attached to a particular project. This would be the route to take in order to attach the hours on the invoice to a project. Let me know if this makes sense, I'm here to assist.