cancel
Showing results for 
Search instead for 
Did you mean: 
michelle-jones
Level 1

Can existing paid invoices be added to a project?

How do I do this especially with invoices that have links?
1 Comment
JamesDuanT
Moderator

Can existing paid invoices be added to a project?

Hello michelle-jones,

 

Yes, we can change the paid invoices and associate it to a project. Here's how we can do it:

  1. Select Sales on the left menu and go to the Customers tab.
  2. Click the customer profile and go to the Transaction List section.
  3. Select the invoice you want to move.
  4. Change the customer name to the project you want.
  5. Click Save and close.
  6. Select Yes to confirm the action.

The payment will be unattached from the invoice. This will show as Unapplied. Here's how to move and link it to the invoice:

  1. Go to the Transaction List section.
  2. Open the Unapplied payment.
  3. Change the customer name and and select Yes to confirm the action.
  4. Go to the Outstanding Transactions section and mark the invoice you want to attach.
  5. Make sure the AMOUNT RECEIVED is zero ($0.00).
  6. Click Save and close.

You might want to be careful next time to avoid creating unnecessary invoices and payments to the different customers. This should save your time from correcting those transactions again.

 

You can always get back to us if you have additional questions.

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us