Project Functionality

Hi RCWTX,

Thank you for raising your concern here in the Community. I understand how challenging it can be to deal with this issue when working in QuickBooks Online. I'd be happy to provide a solution and walk you through resolving your concern.

When you set up a project, QuickBooks automatically creates a sub-customer structure under the designated customer. For example, the project is treated as “Customer Name: Project Name.” However, this structural change can occasionally result in issues such as the company name and tax-exempt status not carrying over when invoicing. Below, I’ve outlined a few workarounds to address this issue.

Firstly, if the tax-exempt status and company name are stored at the customer level, creating the invoice directly from the customer profile should autofill the correct information.

Here's how:

1. Go to All Apps on the left-hand side of your QuickBooks Online account.
2. Navigate to Customer Hub and click on Customer.
3. Choose the customer, then create the invoice directly from their profile.
4. If needed, assign the project manually on the invoice by selecting it in the Customer/Project field.
5. Save the changes.

Secondly, manually enter the correct billing information, including the company name, in the Bill To field in the project settings.

Here's how:

1. Go to All Apps and select Customer Hub.
2. Hover over to Customers, and select on your preferred customer then locate the project under the Project section.
3. Select the project you want to edit and click Edit this project under Action on the right side of the screen.
4. Enter the correct billing information in the Bill To field.
5. Save the changes.

And lastly, to ensure the tax-exempt status applies automatically to all invoices whether for the customer or related projects, you can set this status at the customer level.

Here's how:

1. Go to Customers in QuickBooks Online.
2. Select the customer for whom you want to apply tax-exempt status.
3. Click Edit to update the customer’s profile.
4. Scroll down to the Tax Info section, and check the box for This customer is tax-exempt.
5. Enter the reason for exemption or exemption certificate number if required.
6. Save the changes.

Once updated, QuickBooks will now default to applying the tax-exempt status for all invoices under the customer and their related projects.

Please let me know if you have additional questions or concerns. Our Community Team is always here to assist you.

Hi RCWTX,

I just wanted to follow up to check if the resolution we provided helped resolve your issue.

Please let us know if everything is now working as expected or if you’re still experiencing any problems.

We’ll be glad to assist further if needed.