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Jestinna
Level 1

Edit existing invoices to QuickBooks Online Projects

I want to adding the existing invoice to a projects.

 

I was done editing by referring to the adding exiting invoice to a projects , yet I found that the project income still not showing the revenue, and the transaction tab have both invoice and payment entries. 

 

Is there any step that I've missed out to cause the not showing income?

4 Comments 4
Jovychris_A
Moderator

Edit existing invoices to QuickBooks Online Projects

The invoice statuses may be open, and the payments received are still unapplied, @Jestinna.

 

With this, the payments that will reflect as the revenue won't show in the project's Overview since these are still unapplied to the invoice. You'll want to check the invoice and payment status from the Project's Transactions tab. Usually, the payments will show as zero (0) and the status as Closed or with an amount but Unapplied but not applied to an invoiceMeanwhile, the invoices show that the system still wants you to receive them by clicking the Receive payment from the Action column.

 

On the other hand, I appreciate that you've followed the article to add the existing invoice to a project. In this case, we can fix this by opening the payment transaction from the project's Transactions tab and check the invoice to reconnect or link them. Let me show you how:

 

  1. Go to the Projects menu and then select the project in question.
  2. From the Transactions tab, click the Payment.
  3. Go to the Outstanding Transactions section and check the invoice that needs to be paid.
  4. Hit Save and close.

 

Then, you can review if the project is now posting the revenue. Take a look at this article for more details about the projects feature: Set up and create projects in QuickBooks Online.

 

You can also run a project report to track your labor costs and profitability in QBO. To do so, go to the Reports menu, scroll down to the Business Overview section, and select the Project Profitability Summary report. 

 

Let me know if you need more help reflecting your project's revenue. I'm still here to help you more. Stay safe, and have a great day ahead.

Jestinna
Level 1

Edit existing invoices to QuickBooks Online Projects

Hi, thanks for your guidance.

 

From the transaction tab, it shows that the invoice was paid and the payment was closed. 

Yet, there is still not showing the income. 

 

Kindly advise. Thank you

 

 

Jestinna
Level 1

Edit existing invoices to QuickBooks Online Projects

Thanks for replying.

 

All is done and linked but the income still not showing the amount. Why?

 

Please find the picture for your perusal

GlinetteC
Moderator

Edit existing invoices to QuickBooks Online Projects

I admire you for performing the steps above to fix the issue, and thanks for providing a screenshot, Jestinna. 

 

I can offer additional troubleshooting measures to address the issue and ensure that income is reflected accurately.

 

Too much cache or encountering browser-related issues can lead to unforeseen consequences when utilizing the software, like missing data. Sign in to your QBO account using a private or incognito window. This particular browser feature doesn't retain any cache, making it a viable choice for exploring potential browser problems.

 

You can utilize these keyboard shortcuts:

 

  • Google Chrome: press Ctrl + Shift + N
  • Safari: press Command + Shift + N
  • Mozilla Firefox: press Ctrl + Shift + P

 

Log back into your QBO account to verify if the amount is now visible to your income. If so, return to your regular web browser and clear its cache. This helps refresh the webpage and potentially resolve any display issues. You can also choose from various compatible web browsers that work well with QuickBooks Online and give you the best performance.

 

If you've followed these steps and the issue persists, I recommend contacting QuickBooks Online support for further assistance. They know and use special tools to help identify and fix any software problems.

 

 Kindly inform me if you require further assistance analyzing your project's revenue. I am available to provide additional support. Take care, and have a wonderful day.

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