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Best answer March 19, 2021
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Anything in QuickBooks can be done with ease, @cmoulton.
To create a single invoice for multiple projects for the same customer, all you need to do is select the customer's name on the transaction page. Doing this will show all the billable expenses for that particular customer.
- Select + New.
- Then select Invoice.
- From the Customer ▼ dropdown, select the customer's name.
- Review the Invoice date. If you need to, change the due date in the Terms ▼ dropdown.
- In the Add to Invoice section, select all the billable expenses by clicking Add. You can also click Add all to select them all at once.
- When you're ready, click Save and close.
Additionally, I've included here some articles that I'm sure you'll find helpful in tracking project income, expenses, and profitability:
Get back to me if you have other concerns or clarifications. I'm here to help you clear up any confusion for you. Keep safe and have a good one!
Look no further, @cmoulton.
The option to add the time activity of your employee on the invoice is currently unavailable. As a workaround, you can run the Time cost by employee report and send it to your employee so they can see the details. Here's how:
- Go to the Projects menu.
- Select the project to which the employee is assigned. Example: Project 1.
- Click the Hourly Time Cost option.
- You'll be routed on the Time cost by employee report for your customer's project.
- To modify the details on the report, click the Customize button.
- Once done, you can click the Print or Export icon so you can send a copy to your employee.
For your reference, please see this article: How to turn on and set up time tracking.
I also encourage you to visit our QuickBooks Blog website for more product enhancements and updates.
Feel free to post here again if you have any other questions about managing your employee's time activity in QuickBooks. I'll be right here to lend a helping hand. Take care always.
Creating an invoice for one client with multiple projects works smoothly in QuickBooks Online (QBO), WaterGuy. I’m excited to share insights to enhance your invoicing capabilities.
One reason you might not see your billable expense while creating an invoice is due to minor changes in the invoice interface. You now have the option to show suggested transactions automatically.
Here’s how you can enable this feature:
- In the invoice interface, click on Manage.
- Drag down the Suggestions dropdown.
- Finally, put a checkmark on Automatically show suggested transactions.
If the billable transactions still don't appear in your invoices, please double-check that you marked those transactions as billable when you created them.
If they still don’t show up, consider trying a different supported browser. Sometimes, switching browsers can resolve display issues. If everything works out, clearing your browser's cache can provide a fresh start and help eliminate any lingering issues.
For further guidance, you can check out this article on how to track hourly labor costs by project in QBO.
If you have any further questions about managing invoices and projects, feel free to drop by again! We're here to help you every step of the way!
Let's determine why the payment/income is not reflected in the Project, CVA.
To begin, could you provide additional information about the problem you're facing? I'd like to know which steps from the thread you've followed to understand your situation better and provide a tailored solution.
In QuickBooks Online (QBO), it's important to note that each Project is uniquely linked to a single customer. To ensure that income is accurately associated, always select the appropriate one when creating an invoice. I've included a screenshot below for your reference.
Additionally, verify that the correct account is linked to the specific Product/Service being invoiced. To do that, here's how:
- Go to Settings.
- Select Products and services.
- Locate the Product/Service and hit Edit.
- Under the Income Account section, check the selected account.
Moreover, please note that payments are not displayed directly under the Projects. Only invoices (paid or unpaid) are represented in the Income section. However, if you're referring to something else, please feel free to add them in the comment section below.
Finally, I'll share this article to help you handle the labor costs of each project and determine which one is the most profitable: Track hourly labor costs and profitability by project in QuickBooks Online.
If you have other questions about managing Projects in QBO, click Reply. The Community is always available to respond to your queries.
It's important to us that you have all the information you need to manage your projects effectively, CVA1. Let me take the chance to clarify this for you.
I understand that having payments accurately reflected at the project level is vital for your bookkeeping. QuickBooks Online (QBO) currently doesn’t support distributing a single payment across multiple projects when consolidating estimates into one invoice. However, we have a reliable solution that can help you achieve the desired result.
First, we'll need to delete the original invoice so we can convert the estimates from each project to individual invoices. Here's how:
- Go to Sales. Click Customers, then select the customer.
- Toggle to the Transaction List column.
- Filter the type to Invoices.
- Find the Paid invoice, click the dropdown arrow then Delete it.
Once the original invoice is deleted, all the estimates will revert to Accepted status which will enable you to have the option to Convert to invoice.
- Go to Projects page.
- Click on individual projects. Click the Transaction List tab.
- Find the estimate, and click on Convert to invoice.
- Repeat for the 8 projects.
After this, apply payments to each invoice:
- Create a Receive payment transaction by clicking the + New button.
- It's important to select only the customer and not the individual project.
- Scroll down to the Credits section, the unapplied payment should be there to link the payment to each invoices.
- Once everything is okay, select Save.
This approach enables each project’s financials to be tracked independently, ensuring you have clear visibility into the income and expenses at a project level. It can make the bookkeeping process smoother and more organized, reflecting the true status of each project accurately.
After this, you can run the Project Profitability Summary report to ensure that payments are applied correctly at the project level:
- Go to Reports, from the left side panel.
- In the search tab, enter Project Profitability Summary Report.
- Filter appropriately. Then click Run report.
Additionally, to save time and maintain consistency, you can memorize this report for future use. Memorized reports retain your customized settings and can be easily accessed and rerun whenever needed.
Furthermore, to maximize your financial potential, consider partnering with our QuickBooks Live Expert Assisted team. These seasoned pros can help you smooth your financial operations and offer bespoke advice curated for your specific business needs.
If you have more following queries with managing your projects, this thread will actively help you out. Please reach out anytime by hitting the reply button. We're always here to provide as much clarity and support as possible.
