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JanbonN
QuickBooks Team

How can I split an existing bill to multiple projects? When I try, the entire bill shows as cost against each project i.e. 10k bill w/2k cost on 5 projects.

Hi there, @bwg

 

We hear your sentiments and understand that having a more specific report will give you a better experience with the program.

 

Thank you for sharing your experience. We will let our developers know about the feature you want them to add in the future. 

 

As a workaround, here are the closest reports you can pull up to view that info: Purchases by Vendor Detail and Transaction List by Customer. 

 

The Purchases by Vendor Detail will show the individual lines of the item.

 

Here's how: 

 

  1. On the left navigation panel, click Reports.
  2. Type in Purchases by Vendor Detail in the search field.
  3. Click Filter.
  4. Select Bill on the Transaction type dropdown.
  5. Click Run report.

 

The Transaction List by Customer will filter the customer to the specific projects and transactions.

 

Here's how:

 

  1. On the left navigation panel, click Reports.
  2. Type in Transaction List by Customer in the search field.
  3. Go to Customize.
  4. Click Filter.
  5. Select Bill on the Transaction type dropdown.
  6. Choose the specific project on the Customer dropdown.
  7. Click Run report.

 

After exporting the two reports, you'll need to cross-reference the reports to differentiate which is in the same project.

 

I've attached an article to help you filter specific data to show in the right place: Customize Reports in QuickBooks Online

 

Let us know if you have further questions about reports. We're always here to help you.

afereos
Level 3

How can I split an existing bill to multiple projects? When I try, the entire bill shows as cost against each project i.e. 10k bill w/2k cost on 5 projects.

4 years after and still after all this feedback they didn't fix it?

 

Also how can someone split a single payment in to 2 different invoices in 2 different projects of the same client? I tried to select the parent client but the payment is not shown on each project even after selecting the invoices in each project.

 

What is wrong with QuickBooks and what is an alternate solution we can turn into? Anyone has a recommendation for another online software? 

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