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Level 1

Hi, need a quick advice, about Projects. I want to start linking sales invoices & expenses to respective projects. Can I do that for already issued and paid invoices?

 
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QuickBooks Team

Hi, need a quick advice, about Projects. I want to start linking sales invoices & expenses to respective projects. Can I do that for already issued and paid invoices?

Thanks for reaching out to us today, @userfinance4.

 

I have some information about linking paid invoices to a project. You'll need to create the invoices from the project page, or create it to link the transaction. Thus, adding the paid invoices to the project is unavailable.

 

To add it on the project page:

 

  1. Go to the Projects menu, then tick the project name.
  2. In the project page, click the Add to project drop-down and choose Invoice.
  3. Enter the invoice details. The, hit Save and close.

To create an invoice outside of the project page:

 

  1. Go to +New at the top, then select Invoice.
  2. Choose the project name from the Customer drop-down.
  3. Enter the invoice details. Then, click Save and close. See the attached image below.

proj.png

 

For more information about projects, check out these guides:

 

 

In case you need help with other customer tasks, click this link to go to our general topics with articles.

 

I'll be around if you have other questions or concerns. Just drop in the reply section below and I'm more than willing to answer them for you. Take care and have a great day ahead.