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AlcaeusF
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Hello lanadag,

 

I appreciate you for joining the thread regarding adding projects on invoices in QuickBooks Desktop. I'm here to lend a hand.

 

The Projects feature is a separate option which you can use in the Online versions. For QuickBooks Desktop, you can use job costing to track expenses for a job.

 

When printing an invoice, you have the option to show the Project/Job on the header part of the transaction. Please also know you have the ability to add a custom column for Projects if necessary.

 

You can do this by customizing the template within the QuickBooks program. I'm adding the detailed steps down below for your reference:

 

  1. Click the Lists tab at the top menu bar.
  2. Select Templates.
  3. Double-click the template.
  4. Click Additional Customization.
  5. Go to the Header tab, and put a check mark beside Project/Job (you can also use Other to add another field).
  6. Go to the Columns tab, and use Other to add column for Projects.
  7. Click OK twice.
  8. Click the Customers tab.
  9. Click Create Invoices.
  10. Next to Template, choose the invoice template.

 

 

 

I'm linking some articles with additional information on this:

 

Please don't hesitate to come here with all of your needs concerning invoices. The Community is here to ensure your success.

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