Thank you for reaching out with your question about using recurring invoices within the Projects function in QuickBooks, Kylee. QuickBooks currently does not offer the capability to assign recurring invoices to specific projects directly. While you can generate recurring invoices, they must be manually associated with a project each time they are created, meaning they will not automatically contribute to the project income reporting.
However, there is a practical workaround available. After generating each recurring invoice, you can assign it to the corresponding project by editing the transaction details and selecting the appropriate project name. This approach, although requiring manual input, will enable you to maintain an accurate overview of your project-related financials.
Furthermore, you can explore this resource to learn how to add paid and unpaid invoices to projects: Add existing invoices to projects in QuickBooks Online.
Additionally, you can refer to the following article for guidance on utilizing projects to monitor labor costs and profitability in QuickBooks Online: Track hourly labour costs and profitability by the project.
We appreciate you for choosing QuickBooks to support your business needs. We are committed to assisting you in optimizing your accounting processes and enhancing your project management experience. Feel free to come back if there's anything we can help you, Kylee. Have a productive day!
