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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
70 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.

W

WaterGuy

This feature "Creating one invoice for one Client with multiple projects was working great last month (Nov. 2024). Now it seems to have disappeared. How do I get that back?

W

WaterGuy

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!

Thank you for the input. The transactions show up. The project titles and do not. There is no way for the client to tell which of the transaction goes with each project. This is often a contractual requirement for us and we liked the way it was. Why does the individual Project information not show up and provide subtotal for each individual project? This has worked for the past year and even last month for my invoices. Now only individual billed time and expenses show up in a long list without documentation as to which project has been billed. Yes, I can run individual invoices at the Project Level for each project, but we often use "Projects" to track individual tasks under one unified client project. Unfortunately QBO does not support this kind of project tracking so we have used the Project function as a work around. Any help would be appreciated. All recommendations have been implemented without success.

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