cancel
Showing results for 
Search instead for 
Did you mean: 
JMGE
Level 2

Account Summary per Project not per Customer

I am often times working on multiple projects with the same Customer. When I attempt to show the Account Summary on an invoice, it is tabulating per Customer, not per Project. Is there a way to change this to be per Project?

1 Comment 1
katherinejoyceO
QuickBooks Team

Account Summary per Project not per Customer

Hello there, @JMGE

 

Thanks for coming to the Community for your concern. At the moment, the option to customize the invoice template for Projects style as you want isn't available in QuickBooks Online. 

 

As a workaround, you can use the custom field in the Sales Form instead. I'll show you how to enable this feature: 

 

  1. From the Gear icon, select Account and Settings under Your Company.
  2.  Go to the Sales tab, then click the Pencil icon in the Sales form content section. 
  3. Enter a name in the Custom fields
  4. Select Internal and Public.
  5. Click Save.

 

For future reference, read through this article: Customize your invoices, estimates, and sales receipts in QuickBooks Online. It helps you learn about how to make your sales forms more personalize to suit your business needs. 

 

Let me know if there's anything else that you need. I'll come around to help as soon as I can. 

 

Need to get in touch?

Contact us