cancel
Showing results for 
Search instead for 
Did you mean: 
brendamaynard
Level 1

How do you convert projects to closed invoices to show on accounts receivables?

Where does a pending invoice show up as closed?
1 Comment 1
JenoP
Moderator

How do you convert projects to closed invoices to show on accounts receivables?

Good day, brendamaynard.

 

Projects in QuickBooks Online can't be converted into invoices. However, you can create invoices under the Projects menu, which would automatically show up in your Accounts Receivable. Here's how:

 

  1. Go to the Projects menu and select the correct project.
  2. Click the Add to project button in the upper-right hand corner, then select Invoice.
  3. Enter all other details of the invoice.
  4. Click Save or Save and send if you want to email it to your customer.

Then, you just need to apply or receive a payment against the invoice to close it out. All closed or paid invoice will also show under the Status column in the Projects menu.

 

Aside from that, you can also run the Invoices and Received Payments report. This will give you a list of all invoices and the payments that are applied to them in QBO. Just go to the Reports menu and type in the name of the report in the Search bar. 

 

The Community is always here if you need anything else. ​​​​​​​

 

project.PNG

 

 

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us