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Inputting a project, how do you connect invoices that are already put into the system?

 
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QuickBooks Team

Inputting a project, how do you connect invoices that are already put into the system?

Hello, @jas6.

 

If you're trying to link the invoices that were already created to a project, you can simply open each invoice and select the correct project under the Customer section.

 

Here's how:

 

  1. Locate the invoice, the open it.
  2. On the invoice page, click on the drop-down arrow then select the project you want to link to the transaction.
  3. Tap on the Save or Save and close button to record the changes.
  4. Follow the steps for the rest of the invoices you want to modify.

For additional information about projects in QuickBooks Online, read these articles:

 

Tap on me if there's anything you need assistance with. I'm a post away to help. Have a good day!

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