I set up project custom fields to include a Job Number, PO Number, and Project Name. How do I get them to automatically populate in my invoice view?

Hello there, javde1. I'm here to assist you in setting up project custom fields to include the job number, PO number and the project name. Let's explore ways to get this resolved. I'm here to support you every step of the way.

In QuickBooks Online (QBO), we have to enter the custom field information manually. However, you can simplify managing projects by setting them up in the system. This way, you won't have to create or use a custom field for your Project Name and Job Number. In line with this, you'll have to select the Project as the customer, and the Invoice number will be the job number when recording invoices. To do this, you'll have to enable the custom transaction numbers so you can be able to customize the job number. 

Here's how you can turn the project feature on: 

1. Go to the Gear icon and choose Account and settings. 
2. Select the Advanced Tab. 
3. Locate the Project section and then switch it on. 
4. Once done, click Save and then Done. 
   

Additionally, if you want to customize your transaction numbers, you can refer to this article: Add custom transaction numbers to sales forms in QuickBooks Online. 

Do not hesitate to comment below if you have additional questions about project management, javde1 for we are dedicated to providing you with the guidance and support you need. Keep safe and have a good rest of the week. 

Hi, javde1. 

Hope you’re doing great. I wanted to see how everything is going about the project custom field set up concern you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

Looking forward to your reply. Have a pleasant day ahead!

We have also having an issue now after this latest update. For the past plus year we have been invoicing under projects and they would show the project name on the invoice for the customer. This  makes sense as many customers have several projects ongoing. Now I just spent 2 hours with chat and they said they removed this feature in the latest update? Is the only work around for me to make a custom field and manually type the project name onto the invoice for it to display to the customers?? This impacted all open invoices that previously had the correct information and format displayed. The calls have already been pouring in from my customers with issues with this new setup. Any help correcting this would be huge. I was told by quickbooks Online support they might see about putting the feature back into the software next update but no promises!!!

Hello there, JV Electric. Let me share some details on why your project name doesn't show on the invoice in QuickBooks Online (QBO).

Please know that the project name can only be displayed on the invoice in the Modern view, not in the custom template. You can go to the Manage tab click the Design dropdown and choose the Modern radio button. Once done, click Print and download. This way, the project name will show on the invoice.

As a workaround, you can create a custom fields and manually enter the project name into the invoice.

If you're using custom template, I encourage you to submit a feedback. Here's how:

1. Go to the Gear icon, then Feedback.
2. Enter your comments or product suggestions. 
3. Then select Next to submit feedback.

Once submitted, you can track your feature request through QBO Feature Requests website.

In addition, you can create templates for recurring transactions like recurring expenses: Create recurring transactions in QBO.

I'll keep an eye out for your reply. If you have further questions besides the project name showing on the invoice or any QuickBooks-related concerns, feel free to include them in the comments. We're here to assist you 24/7.