Projects and Customer Invoices - new issue with income

LoriDHills · ‎October 22, 2024

As of mid September, all of the income from our customer invoices remains at the Customer level not the project level. Previously we were able to create a single customer invoice and combine billable expenses for various projects into one invoice. The income, as long as it was linked to a billable expense for the project would track back correctly to the Project. This was great and was easy to see estimates versus actuals for both costs and expenses.

Around 9/18, this all changed. I can still create an invoice at the customer level using the billable expenses for the different projects, BUT the income NO LONGER tracks back to the project. This is making it a nightmare to track progress invoicing. My customers want a single invoice - not one for each project.

Is anyone else seeing this same issue? Is there a solution I am missing so I can send my customers one invoice, but still keep visibility in Project Profitability?

MariaSoledadG

Currently, tracking income in a single invoice while adding billable expense for multiple projects isn't possible, Allow me to explain this further, Lori.

QuickBooks Online (QBO) only tracks income when an invoice is generated for each project separately. You can create an invoice for each individual project to be able to track revenue accurately and be able to send invoice to your customer. I've added screenshots for your reference:

Once you're able to create an invoice for each project, this will now track your income and will already show on the graph.

QuickBooks provides a wide range of reports that can help you track your income and other financial data. You'll only have to ensure to filter them to show up the right information at the right place. I've added this article for more information: Customize Reports in QuickBooks Online.

Point out your comment below if you have any other concerns when tracking income on projects. We'll always be right here to help you anytime. Have a nice day!

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Projects and Customer Invoices - new issue with income

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