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Hello!
Below are some screen shots to help with my inadequate descriptions.
(I'm a General Contractor converting my business to Quickbooks)
Issue #1: I deleted a credit card payment from my client after sending her an invoice. The payment was processing and I wanted to show a project report of my profitability on this particular invoice. I failed, and have woven a web that I can't escape.
Issue#2: How do I clean up my Customer transaction list, invoice, and project, to all flow together and reflect properly? (there are still some transactions left under "Banking" "for Review" that I have not accepted yet, for fear of messing it up further.
Question/Help
#1:How do I recreate the proper deposit and A/R transaction?
#2: How do I get the payment to reflect in my project?
#3: How do I use the Invoice to help with this process in the future?
#4: Are these the correct Steps for my future projects:
Step1: Create Customer
Step2: Create Project under that Customer
Step3: Create Estimate and Send to Client
Step4: Perform services
Step5: Make Invoice, receive payment
Step6: Go into Banking, under Review, and select transactions associated with Project, and select appropriate project from drop down.
Step7: Run profitability report from project screen.
Thank you Thank you for the help!! You're all so wise and generous with your knowledge!
-Jason
Hi there, @Jsturdevant.
It's nice to see your post in the Community today. Allow me to help share some information about using the Projects feature in QuickBooks Online.
First of all I, I want to commend you for adding the helpful screenshots and detailed steps for us to better understand your questions.
You're right. You can link your project to estimate, invoice and payment. Let me address your first and second questions. If you enter the Project name on the invoice, you don't need to recreate it. You only need to record the invoice payment, and it'll reflect on the project.
To answer your third question, the invoice plays an important role in linking the transaction. When you create an invoice, you can add the name of the project and add the estimate. After that, you can record the payment against the invoice. Through the invoice, you can link the project, estimate, and payment together.
Finally, the steps you laid out on your fourth question is correct. Once done, you can match downloaded transactions to transactions in QuickBooks Online.
For more details, I recommend checking the articles below:
If you need to reach out for more help, feel free to reach out to our Customer Care support. They can use the screen sharing tool to guide you through the steps.
Here's how you can reach them:
- Go to https://help.quickbooks.intuit.com/en_US/contact.
- At the top right, select your QuickBooks version.
- Select a topic.
- Click on the Get Phone Number or Start a Message button.
That should do it.
Keep me posted if you have any other questions about projects, I'll be happy to help you out.
