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LandTrust
Level 1

Why can't I see the revenues in a project statement when I use sub-customers to invoice various customers rather than the project name.

 
1 Comment 1
ArielI
QuickBooks Team

Why can't I see the revenues in a project statement when I use sub-customers to invoice various customers rather than the project name.

Hello, @LandTrust.

 

To ensure that your revenues are accurately reflected in the project statement, it is crucial to follow the proper invoicing procedures when dealing with customer accounts associated with specific projects. Let me help clarify this process further.

 

When creating an invoice, always make it a priority to select the customer account that has an active project linked to it. This means that each time you generate an invoice for services, you must double-check that the customer name corresponds with the designated project.

 

 

Here are some resources to help you process customer payments, as well as how to forecast project income and costs in QuickBooks:

 

 

If you need assistance with managing other tasks in QuickBooks, please do not hesitate to click the Reply button, and we will respond to you promptly.

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