Skip to main content
February 5, 2021
Question

I worked on a site which is shared by 4 different companies. they all want separate invoice. how do i do that?

  • February 5, 2021
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

February 5, 2021

Hello manrajdeepsingh8,

 

I can see how this is a bit of a different situation than usual, so I appreciate wanting to check on how you can go about getting an invoice to each company while still balancing your books in QuickBooks Online. I'd be happy to go over this with and share some ideas about how you might approach this.

 

When you're invoicing in QuickBooks Online, that invoice is between you and one customer—the one you're doing the work for or selling the goods to. Your situation where you're working on a site that is shared by companies complicates matters just slightly, and I recommend touching base with an accountant to see which of the following situations might be best and most appropriate for your bookkeeping.

 

Thinking about who is paying the amount owed to you makes a difference here. For instance, if there's a single entity that's paying you the amount for the work you did, making sure they have a copy of the invoice is the first thing you'll want to do, and logging that invoice for them in QuickBooks is important. It could be that that person then makes sure that each of the four different companies involved gets a copy of the document if they'd like it. If you're looking to take care of that yourself, you can print enough copies of the same invoice to give to each person or add the emails of the others receiving a copy of the invoice to the Cc or Bcc lines under the email field on the invoice in QuickBooks.

 

If you happen to be working with QuickBooks Online Projects to manage the job, what I mentioned above would be how you'd want to approach it anyway since a single project cannot be attributed to more than one customer. You can learn more about Projects here: Projects FAQ

 

If you're receiving a portion of the money owed from each of these companies individually, you should be able to set up each company as a customer and create an separate invoice for each of them that covers their portion. Here are some articles that can help with that.

I'll leave you with that to start, but feel free to share more details about your situation in a reply if you'd like further guidance from the QuickBooks side of things. To connect with an accountant, you can use the program's My Accountant tab to invite an accountant you're already working with to your account as a user, or you can use the Find a pro to help button to review our list of QuickBooks-certified pros near you.

 

I hope this has been helpful.