Can you make use of recurring invoices in the projects function?

Thank you for reaching out with your question about using recurring invoices within the Projects function in QuickBooks, Kylee. QuickBooks currently does not offer the capability to assign recurring invoices to specific projects directly. While you can generate recurring invoices, they must be manually associated with a project each time they are created, meaning they will not automatically contribute to the project income reporting.

However, there is a practical workaround available. After generating each recurring invoice, you can assign it to the corresponding project by editing the transaction details and selecting the appropriate project name. This approach, although requiring manual input, will enable you to maintain an accurate overview of your project-related financials.

Furthermore, you can explore this resource to learn how to add paid and unpaid invoices to projects: Add existing invoices to projects in QuickBooks Online.

Additionally, you can refer to the following article for guidance on utilizing projects to monitor labor costs and profitability in QuickBooks Online: Track hourly labour costs and profitability by the project.

We appreciate you for choosing QuickBooks to support your business needs. We are committed to assisting you in optimizing your accounting processes and enhancing your project management experience. Feel free to come back if there's anything we can help you, Kylee. Have a productive day!

I am here to provide an important update regarding your recent inquiry about the ability to assign recurring invoices to specific projects within QuickBooks, Kylee.

After further consultation and verification with our team and additional resources, I am pleased to inform you that QuickBooks Online Essentials, Plus, and Advanced support the functionality of linking recurring invoices directly to projects.

Here are the corrected steps to utilize this beneficial feature:

1. Navigate to Recurring Transactions:
   • Click on the Gear icon and select Recurring Transactions. 
2. Create a New Invoice Template:
   • Choose New, then select Invoice to create a new, recurring invoice template. 
3. Fill in Invoice Details:
   • Complete the invoice with all necessary client details, the frequency of recurrence, and other invoicing specifics.
4. Assign Each Item to a Project:
   • In the item details of the invoice, ensure that each relevant line item is assigned to the appropriate project. This ensures that the income from each recurring invoice is accurately reflected in the designated project.
     
5. Save and Schedule:
   • After reviewing all the details, save the template. The system will automatically generate and send out invoices according to the schedule you have set.

Thank you for your patience and understanding as we clarify the details regarding your question. We strive to provide accurate and valuable information, and I appreciate the opportunity to correct the initial oversight concerning the functionality of recurring invoices with projects in QuickBooks.

If you have any further questions or need additional support, please do not hesitate to let us know. We are here to help!