Hello there, @LexFab. At this time, creating a statement for a specific project is unavailable. You'll want to set up the projects feature using invoice in QuickBooks (QBO). To get started, turn on the feature in the Account and Settings. Here's how:Go to the Gear icon and click Account and Settings.Proceed to the Advanced tab.Click the Pencil icon under the Projects section.Select the Organize all job-related activity in one place checkbox.Click Save, then click Done.To set up the project, follow the steps in the Set up a project section of this article: Set up and Use Projects. Once done, you can add a project to a customer. Please follow the steps below.Go to Project, then click New project.Enter the Project name, and the Customer name.Click Save.Here's an additional FAQs article for more details: Projects FAQs. You got me if you have additional questions about this. Have a good day!

Question

How do I create a billing statement for a specific project (not by customer)?

Forum|Forum|6 years ago
January 20, 2020
2 replies
0 views

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QuickBooks Online

G

GraceC

Level 4

Hello there, @LexFab.

At this time, creating a statement for a specific project is unavailable. You'll want to set up the projects feature using invoice in QuickBooks (QBO).

To get started, turn on the feature in the Account and Settings. Here's how:

Go to the Gear icon and click Account and Settings.
Proceed to the Advanced tab.
Click the Pencil icon under the Projects section.
Select the Organize all job-related activity in one place checkbox.
Click Save, then click Done.

To set up the project, follow the steps in the Set up a project section of this article: Set up and Use Projects.

Once done, you can add a project to a customer. Please follow the steps below.

Go to Project, then click New project.
Enter the Project name, and the Customer name.
Click Save.

Here's an additional FAQs article for more details: Projects FAQs.

You got me if you have additional questions about this. Have a good day!

L

LexFabAuthor

I need to create statements for my customers but I need individual statements for each project.

K

Klent

Level 8

I can share some insights about how statements work in QuickBooks, LexFab.

The option to create a statement to a project is unavailable in QuickBooks Online. We can only create a statement to a customer.

Here's the list of transactions that can be added to a project:

Invoice
Receive Payment
Expense, Estimate
Purchase Order
Bill
Time

You can follow these steps on how to create a statement to your customers:

Select Sales from the sidebar menu.
Click the Customers tab.
Tick the checkboxes for the customer or customers you want to make statements for.
Select Create statements from the Batch actions drop-down.
Choose the type of statement you'd like to make.
Fill in the date fields.
Click Apply, then hit Save.

You can read this article to learn more about how to use statements to show customers a summary of their invoices, payments, and balances: Create and view customer statements.

Reach out to me again if you have other concerns or require further clarification about statements. I'll always have your back.

S

sequoia

It has been nearly three years since it was established this vital ability to create project statements is missing. Why has this not been addressed? One more thing we lost when we switched from desktop?

MichelleBh

Level 8

I hear your sentiments, @sequoia.

I have an alternative way of getting a copy of the data for specific projects in QuickBooks Online (QBO). I'm pleased to share with you the complete steps.

I know creating a project statement will help your business needs. I recommend that you send follow-up feedback to our product engineers. This way, they can further review and see if they can find a way to include them in the next update.

Here's how:

Go to the Gear icon on the upper right-hand.
Select the Feedback button.
Type your suggestions in the field and click Next.

The company is constantly seeking ways to improve its products. Feel free to vote, comment on ideas, and suggest your own by visiting this link: Customer Feedback for QuickBooks.

While this feature is still unavailable in QuickBooks Online, you can export or print the project transaction list. This way, you review and send this to your clients.

Here's how:

Go to the Project menu on the left side.
Select the project name in the list.
Click the small gear icon and customize the fields.
Hit the Print or Export icon.

Additionally, when you say we lost when we switched from the Desktop, do you mean that the customer job name (project) is lost? If this is the case, jobs move to QBO as sub-customer. If you track job costing in Desktop, you'll need to change sub-customers to Projects.

Moreover, check out these articles below to learn how to manage projects and troubleshoot printing issues in QBO:

Please do not hesitate to contact me if you require further assistance managing project transactions in QuickBooks. I'm here to assist. Keep safe.

D

dawnjohnson

I have submitted feedback regarding this feature, as well. Is there a way to find out when this feature might be added for projects?

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