When I make invoices, I first create a project with the invoice number & clients name. Once the project is made I will create an invoice linked to that project. Lately, I am able to create the project, but when I go to create the invoice and type in the invoice number, the project linked does not automatically pull up. It tries to make me create a new client as a sub client. Also, it is inconsistent. Sometimes it will link & sometimes it wont. Why is this?
I can lend a hand and help you link the projects to the invoices via QuickBooks Online.
We're receiving reports that other users are getting this issue as well. I would like to inform you that this has already been escalated to our Engineering Team. Although we don't have a specific time frame as to when and how this will be mediated upon, rest assured that this is being looked into.
I'd suggest reaching out directly to our QuickBooks Online Support and schedule a callback so they can talk to you with your most convenient time. This way, they can add your account information to the notification list and you’ll be notified of any updates on the progress of the investigation via email.
To reach us, please follow these steps:
For now, as a workaround, you can create transactions from the Add to project drop down in the project's page.
Also, these articles are a good reference:
Please extend your patience while we're working for the permanent fix. Don't hesitate to drop me a line if you have other questions about linking projects to an invoice. Have a good one.