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In QuickBooks Online, we can add the new invoices directly to your project. Adding transactions to projects won’t change how they’re categorized or affect your accounts. You’ll just mark them as a part of the project so you can track a specific project’s income and expenses. There are two ways to add new transactions. We can create the transaction in QuickBooks as you normally would. Just enter the project name in the Customer/Project dropdown. We can also create a new transaction from within projects. Here's how:
- Go to Business overview and select Projects.
- Select your project.
- Tap Add to project to create a new transaction.
- Select Invoice, Receive Payment, Expense, Estimate, Time, or Bill.
- Fill out details for the transaction like you normally would.
- Press Save and close.
If you need to add existing invoices to your project - especially ones linked to a payment, it requires a little caution before you edit them. Here’s an article you can refer to on how to add existing invoices to your project. To learn more about creating projects, you can refer to this article: Set up and create projects in QuickBooks Online.
Feel free to visit our Sales and customers page for more insights about managing your company's income and sales transactions.
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