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Let me help you add your existing invoice to a project in QuickBooks Online (QBO), zadroindustries.
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Once done, link the invoice to a project again. Here's how:
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To add a paid invoice to your projects, the invoice disconnects from the attached payment. Then, the invoice status changes to unpaid. To resolve this, we'll need to edit the invoice and reconnect the payment to it to avoid accidentally charging your customer twice. For the steps and details, you can check out this article: Add existing invoices to projects in QuickBooks Online. Then, proceed to Learn more about paid invoices before editing section.
For additional reference about the project feature, check out this article: Set up and create projects in QuickBooks Online and Accountant.
If you have more questions about projects or other concerns with QuickBooks Online, please let me know in your reply. I'll be around to help you some more.
Here is how to do it.
1. Create project
2. Change estimate to match project name
3. Create invoice out of the estimate
This the only way I found as it will not clear the estimate when you change names only the invoice when you try to change the name
Hi timberlineroofing,
Once you add a paid invoice to your project, the invoice disconnects from the attached payment and the invoice status changes to unpaid. This is also the same if an invoice was link from an estimate/quote. That is why it clears out all info and associations once you link them. When that happens, you'll have to reconnect the payment to the invoice to avoid accidentally charging your customer twice.
As a workaround, we can delete the invoice and associate a project with the estimate. With this, we'll have to convert the estimate again into an invoice and then receive the payment. We can now save the paid invoice with the associated project without clearing out the information.
First, let's delete the invoice:
When done, let's open the estimate and associate a project under the customer's name. We'll have to create an invoice from the estimate then:
We now have to click on Receive Payment on the Invoice we've just created. With this, we're able to create an invoice from an estimate associated with a project without clearing all the line items.
Check out this link as well to learn more about: Create and manage projects in QuickBooks Online and Accountant.
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