Showing results for 
Search instead for 
Did you mean: 
Not applicable

We are a prof svcs firm that works with a lot of government entities (cities, towns) when a customer issues a PO for an annual project how can we track that within QB.

1 Comment

Re: We are a prof svcs firm that works with a lot of government entities (cities, towns) when a c...

We can use the Progress Invoicing and Projects features, jerod1.

These are already included in the monthly subscription in the QuickBooks Online Plus version. Let's activate them from the company settings. 


These steps will show you how to turn on Progress Invoicing: 

  1. Click on the Gear icon.
  2. Select Account and Settings.
  3. In the Sales section, select Progress Invoicing.
  4. Check the Create multiple partial invoices from a single estimate box.
  5. Click on Save

You can also save a customize estimate template for progress invoicing, and run reports too. Here's a reference: Set up and send progress invoices in QuickBooks Online.


To turn on Projects, see the steps below: 

  1. On the Account and Settings menu, click on Advanced.
  2. In the Projects section, check the Organize all job-related activity in one place box.
  3. Click on Save

Once done, there will be a specified tab for projects. From the Projects tab, click on Start a project, enter the project name, choose the customer, and notes. Enter the PO as Estimate. Then, QuickBooks allows you to create multiple invoices for this estimate. 

More ways to keep track projects' expenses and income can be found in this article: Set up and use the Projects feature.


Let us help you find more ways on how to record company transactions. Just post any questions here. We are here for you.