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Replying to:
Maybelle_S
QuickBooks Team

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Hello there, @kathy-burns.

 

I can help you link the customer invoice to a project in QuickBooks Online (QBO).

 

We can simply change the name of the customer on the invoice to the project name. This way, we'll be able to link it to the project. Here's how:

 

  1. Open the existing invoice.
  2. Under the Invoice number, click the Customer drop-down arrow.
    0.0.PNG
  3. Choose the project name.
    0.4.PNG
  4. Once done, click Save and close.

When you check on the Transactions tab of the Project page, you will see the invoice there. You can check the screenshots I've attached.
0.2.PNG

 

You can check these recommended articles for more information about projects:

If you have other questions or need further assistance, just let me know. I’ll be right back to help you more.

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