Projects - transferring existing data into a project

1 reply
7 views

Hi all,

Is there a way to add an existing invoice that has been paid, to a project so that the income links? I have two projects that I did not create the first invoice within them and would like to track the payment

QuickBooks Online

GraceC

Level 4

Hello there, @thegreenbuild.

You can rename the existing invoice to add to your project in QuickBooks. Let me guide you how.

Go to the Projects.
Click Add to project on the upper right, select Invoice.
Click the drop-down arrow in the customer field.
Look for the name of the project and select it. It should be right under the customer's name.
Click Save and Close.

You can also use these articles to get more details on how the Projects feature works:

If there's anything else that we can do for you, don't hesitate to drop a comment below.

Sign up

Login with SSO

Let's get you signed in

Login with SSO