I just created a project, and have two invoices already created. I would like the line items from invoice to be tracked as billable in project - can this be done after?

Hello david292,

Thanks for connecting with us here. QuickBooks is a versatile program that helps you streamline your work using the powerful features offered in the program. I'll be glad to give you a hand by sharing more info so you're on the right track with your work. 

Based on what you've described, you'll have to assign the invoices to a project by opening the invoice in question and entering the project name in the Customer/Project drop-down. You can also add transactions to projects using the steps below: 

1. Click on Projects.
2. Navigate to your project.
3. Select the Add to project to create a new transaction.
4. Click on Invoice.
5. Select Save and close.

To learn more about projects in QuickBooks, check out this helpful article here. If there are any features that you'd like to see included in the program, please send that as feedback to our product developers. To do this, click on the Gear icon in your QuickBooks account and look for Feedback. 

Feel free to ask other questions, I'm here to help you achieve your QuickBooks goals. 

Thanks James - that part of the process was pretty intuitive, and I managed to do that. There were two invoices though, sent and not paid, that have hours tracked. If I go into project and track those hours, it basically doubles them.

Is there a way to make the invoiced hours part of the project, or do I have to re-create invoice and start all over?

David

I see. At this time, the ability to assign line items on invoices to projects is unavailable, however, you can change the entire invoice so it's attached to a particular project. This would be the route to take in order to attach the hours on the invoice to a project. Let me know if this makes sense, I'm here to assist. 

Thank you - so if I understand correctly, I can attach these two invoices to project, and then going forward, I can create hours by employee in project, and then create an invoice from that.

Could you share the steps to assign the entire invoice?

Thank you

David

No worries. The steps are similar to the ones I've provided above. You'll have to open the invoice in question and assign the project to the invoice by entering the project name in the Customer/Project drop-down. Try this out and let me know what happens, I'll be here. 

Thanks. I misunderstood your 2nd response. I had already done this. So basically, for those two invoices, the actual work will not be tracked against the project as expenses, just the invoice total as revenue.

Thanks for your help.

David

That's okay. I'm glad you've reached out about this. Let me know if you need anything else. I'm here to help.