I understand where you're coming from, @KMCarlson82.
Let me help you with what to do about adding an existing invoice to a project.
To send invoices over time as you work off a quote in QuickBooks Online, I suggest you set up and send progress invoices. Before that, make sure that it's turned on. Here's how:
- Go to the Gear ⚙ icon.
- Choose Account and settings.
- Go to the Sales tab and click on Edit ✎ from the Progress Invoicing section,
- Select the Create multiple partial invoices from a single quote checkbox.
- Hit Save and Done.
Once done, you can follow Steps 2-5 from this article: Create a progress invoice template.
You can also review the Projects FAQs for more details.
Please let me know if you have further concerns about QuickBooks and projects or invoicing. I'll look forward to your update.
