Let's make this happen in your sales forms, @roberta-tpclawye.

I have ways to include the case name and number in the invoices in QuickBooks Online. This way, you can easily track and review them on your customer projects page. 

I'd recommend creating a custom field to add the case name and number in the sales forms. Proceed as follows: 

1. Go to the Gear icon on the top right corner. 
2. Select the Add custom field tab. 
3. Enter the field name in the box. 
4. Check the All sales forms box and turn on the radio if you want to print this information. 
5. Click Save. 
6. Repeat the steps to create another fields. 

For more details, see this link: How to add custom fields to sales forms and purchase orders.

Once you create transactions, the custom fields you've created will appear in the form. Just enter the details manually, and this stream to the project page of your client.

After that, let's review this in your customer's project. Do the following:

1. Go to the Project tab on the left side. 
2. Click the appropriate project and select Transactions. 
3. Hit the small gear icon and check the custom field you created. 

In addition, you have the option to utilize our class tracking feature. Use classes to track your transactions by departments, product lines, or any other meaningful segments in your business. So when it’s time to run reports, you have a clear picture of each segment’s financial health.  

Further, check out these articles below on how to create recurring transactions and calculate your profits and costs by a project in QuickBooks: 

• Track income, costs, and profitability by project
• Create recurring transactions in QuickBooks Online

I always check my notifications to respond to all replies. That said, don't hesitate to leave a comment if you have other questions. I'm happy to help again. Be safe, Roberta.