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Replying to:
ReyJohn_D
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Thanks for letting us know what you've done so far, @kathy-burns.

 

You're on the right track following the steps given by my peer above. Let's perform a few more steps so we can successfully link your invoice to a project in QuickBooks Online (QBO).

 

To begin with, let's make sure that the project is still under the name of the customer. This way, it will link to your invoice. Here's how to verify it:

 

  1. Go to the Projects menu at the left pane.
  2. Look for and open a project you want to associate with a certain invoice. The customer project name should match with the name to your invoice so it will link.

 

Once done, follow the steps given by my colleague @Maybelle_S. 

 

Also, here's a great article that you can read through for more insights on how to manage your projects well in QBO. The commonly-asked questions contained in this resource will clarify things like how you're able to budget or delete your project, etc.: Projects Commonly-asked questions in QBO.

 

Hit the Reply button if you need more with linking your invoice to a project. I'd be glad to assist you further. Wishing you and your business a continued success.

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