Solved

Can I create a single invoice for multiple projects if those projects are all for the same customer?

Forum|Forum|5 years ago
March 19, 2021
22 replies
59 views

I have 8 projects for the same customer. They would like them all put on a single invoice. Is this possible?

QuickBooks Online

Best answer by LollyNino_C

Welcome and thank you for posting here on the Community page, @luke-chalkboxstu.

The Projects feature in the program is intended for only one customer that has multiple services. Currently, there isn't a way to create one invoice for multiple projects. Right now, you have the option to import your invoice template style.

If you already turned on the project feature and you want to create your first project, you can perform the steps below.

Here's how:

Go to Projects from the left menu.
Select New Project.
Give your project a memorable name.
Choose the customer you’re working for from the drop-down menu.
Click Save.

You can go through these helpful articles on how to set up and use the projects feature and how to import custom invoices.

You can always get back into this post if you have more questions. I'll keep an eye out for your response.

L

LollyNino_C

Answer

QuickBooks Team

Welcome and thank you for posting here on the Community page, @luke-chalkboxstu.

The Projects feature in the program is intended for only one customer that has multiple services. Currently, there isn't a way to create one invoice for multiple projects. Right now, you have the option to import your invoice template style.

If you already turned on the project feature and you want to create your first project, you can perform the steps below.

Here's how:

Go to Projects from the left menu.
Select New Project.
Give your project a memorable name.
Choose the customer you’re working for from the drop-down menu.
Click Save.

You can go through these helpful articles on how to set up and use the projects feature and how to import custom invoices.

You can always get back into this post if you have more questions. I'll keep an eye out for your response.

C

cmoulton

Hello, I have the same question and dont understand the answer which solves it.

"The Projects feature in the program is intended for only one customer that has multiple services. Currently, there isn't a way to create one invoice for multiple projects. Right now, you have the option to import your invoice template style. "

Do you mean that the option to import your template style is the only way to put multiple projects on one invoice? So basically I could create an invoice that would show multiple projects, import it and send it to my customers correct? But would it be linked to the projects feature in Quickbooks?

Thank you

Sara

R

Rasa-LilaM

QuickBooks Team

That such a simple invoicing task is not supported is really unbelievable! I tried to do the same thing on my desktop 2020 version in many different ways with no joy. Quickbooks used to be such a great program ... 20 years ago.

JimTs

We appreciate your input about the invoicing process, JimTs.

Adding multiple projects into one invoice can streamline your workflow and enhance productivity. Many users have voiced their wish for this feature to be integrated into QuickBooks Online (QBO).

That said, let's forward this product suggestion to our developers for consideration in upcoming updates. Follow these steps to share your feedback:

In your company, head to the Gear icon in the upper right and choose Feedback under Profile.
Enter a brief description of the product suggestion.
Click Next to submit it.

You can visit the QuickBooks Blog to stay up-to-date on new features, product improvements, and resources to run and make your business thrive. Additionally, this guide will help you track the profitability of your project, include timesheets in a project, and verify the accuracy of the project data: Create and manage projects in QuickBooks Online.

Furthermore, make use of these resources for future reference. They provide information on how to input both paid and unpaid invoices into projects, handle labor costs, and generate profitability reports:

Should you have any invoicing concerns or questions about project management, let me know in the comment section below and tag my name. I'll get back to provide the assistance you need, JimTs. Have a good one.

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