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waterartirrigati
Level 2

Can I add the cost of a project even though I sent the invoice before entering the project in the system? I am new to quickbooks, so I had already invoiced.

 
Solved
Best answer March 08, 2021

Best Answers
Tori B
QuickBooks Team

Can I add the cost of a project even though I sent the invoice before entering the project in the system? I am new to quickbooks, so I had already invoiced.

Hey there, @waterartirrigati.

 

Thanks for following up with us and clarifying what you met exactly. 

 

Great news, you can add any invoice to a project as long as it wasn't created from an estimate and doesn't have any attached time or billable expenses. To make this work correctly, you'll need to replace the customer's name in the invoice with the project name. 

 

 

Please note: If the invoice is paid and you add it to the project, the payment for the invoices will be unlinked. You can follow the steps I've included below to avoid charging the customer twice.

 

  1. Go to the Gear Icon and choose Chart of Accounts.
  2. Tap View register on the account the payment was deposited.
  3. Click on the payment for the invoice, then Edit.
  4. Select the invoice checkbox the payment is for, then Save and close.

Please check out Track income, costs, and profitability by project for more details about this process. 

 

Let me know if you have additional questions or concerns. I'll be here every step of the way. You can reach out to the Community any time you need a helping hand. Take care! 

View solution in original post

4 Comments 4
Rubielyn_J
QuickBooks Team

Can I add the cost of a project even though I sent the invoice before entering the project in the system? I am new to quickbooks, so I had already invoiced.

It's good to see you here in the Community, @waterartirrigati.

 

I want to make sure we're on the same page. If you mean, you'll want to add a purchasing price/cost to the item product information even after sending the invoice, yes you can. To do this, just open the item and put the corresponding amount. 

 

Here's how:

  1. Go to the Sales menu and choose the Products and Sevices tab.
  2. Select the item and click Edit under the Action column.
  3. In the Purchasing information section, go to the Cost field and enter the amount.
  4. Once done, click Save and close

 

If you mean something else, you can add further details in the comment section below. This is a great help for me to provide additional resolution to fix your concern. 

 

Furthermore, learn how to use Projects to track project income, expenses, and profitability. 

 

Keep me posted if you need clarifications. I'll wait for your response. Have a wonderful day ahead.

waterartirrigati
Level 2

Can I add the cost of a project even though I sent the invoice before entering the project in the system? I am new to quickbooks, so I had already invoiced.

Hello Rubielyn,  thank you for your reply!  However, I mean on a project.  For example, we charge a lump sum for our services, we don't do items.  I enter a new project to track hourly rate expenses and material expenses, however, I see on the income section, that is the amount we will invoice the customer for the services provided but I had already invoiced them before entering the project in QuickBooks.  Is there any way I can enter what we charged/invoiced in the income section since I already invoiced?  I hope I am clear as to what I am asking.  Thank you so much! 

Tori B
QuickBooks Team

Can I add the cost of a project even though I sent the invoice before entering the project in the system? I am new to quickbooks, so I had already invoiced.

Hey there, @waterartirrigati.

 

Thanks for following up with us and clarifying what you met exactly. 

 

Great news, you can add any invoice to a project as long as it wasn't created from an estimate and doesn't have any attached time or billable expenses. To make this work correctly, you'll need to replace the customer's name in the invoice with the project name. 

 

 

Please note: If the invoice is paid and you add it to the project, the payment for the invoices will be unlinked. You can follow the steps I've included below to avoid charging the customer twice.

 

  1. Go to the Gear Icon and choose Chart of Accounts.
  2. Tap View register on the account the payment was deposited.
  3. Click on the payment for the invoice, then Edit.
  4. Select the invoice checkbox the payment is for, then Save and close.

Please check out Track income, costs, and profitability by project for more details about this process. 

 

Let me know if you have additional questions or concerns. I'll be here every step of the way. You can reach out to the Community any time you need a helping hand. Take care! 

View solution in original post

waterartirrigati
Level 2

Can I add the cost of a project even though I sent the invoice before entering the project in the system? I am new to quickbooks, so I had already invoiced.

Thank you so much!  This worked, the invoice wasn't paid yet and I was just able to change the customer name with the project name.

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