I'm creating projects for a nonprofit organization so they can use projects for grant tracking. Some grant payments have already been received and deposited to their checking account. How to I add those payments to a new project?
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Let me help you add the already received money to a new project in QuickBooks Online (QBO), Karlottabb.
We’ll need to add the existing paid invoices to your project and reconnect the linked payments. This way the grant payments that have already been received and deposited to their checking account will be posted to the new project. Before editing a paid invoice, let's make sure the Automatically Apply credits setting is turned off. Here's how:
After adding paid invoices to your project, you can repeat these steps to turn the setting back on. Then, add the paid invoice to your project:
Once done adding the invoice to the project, we need to reconnect the payment so the invoice is marked as paid again and linked to the correct invoice. Here's how:
You can check out this article for more details about adding paid and unpaid invoices to projects: Add existing invoices to QuickBooks Online Projects.
Please don't hesitate to ask any questions along the way. My utmost priority is to ensure that you feel confident and empowered in managing your projects. Thank you for choosing QuickBooks Online, and I eagerly anticipate the opportunity to provide you with further assistance.
Let me help you add the already received money to a new project in QuickBooks Online (QBO), Karlottabb.
We’ll need to add the existing paid invoices to your project and reconnect the linked payments. This way the grant payments that have already been received and deposited to their checking account will be posted to the new project. Before editing a paid invoice, let's make sure the Automatically Apply credits setting is turned off. Here's how:
After adding paid invoices to your project, you can repeat these steps to turn the setting back on. Then, add the paid invoice to your project:
Once done adding the invoice to the project, we need to reconnect the payment so the invoice is marked as paid again and linked to the correct invoice. Here's how:
You can check out this article for more details about adding paid and unpaid invoices to projects: Add existing invoices to QuickBooks Online Projects.
Please don't hesitate to ask any questions along the way. My utmost priority is to ensure that you feel confident and empowered in managing your projects. Thank you for choosing QuickBooks Online, and I eagerly anticipate the opportunity to provide you with further assistance.
Thank you for giving me such a detailed answer to my question. I appreciate it!
Hello, @Karlottabb.
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