I am working on multiple projects for a customer. To meet the customer's specific request, how do I prepare a separate invoice (monthly) for each project?

If you are using QBO Plus, you can utilize the Project feature. Another option, explore these project management apps and integrate it with your QBO. You may utilize their free plan for limited usage.

https://paymo.grsm.io/quickbooks

https://fiatlux.teamwork.com/

Hope it helps.

Hi warren_pump,

Your options in this situation would depend on exactly what information you would like to include in the invoice. If you're just looking to invoice for the total amount of the projects every month, you might be able to set up a recurring transaction template, so that each month you just need to update the value of the invoice and then can send it to the customer. You can find instructions for how to do so here. 

If you would like the invoice to include an itemised list of all of the transactions that are recorded in the project, then you would need to create a single invoice for the project every month and add the relevant transactions from the "Add to Invoice" section on the right of the invoice creation screen. 

If you have any further questions about this, or if you'd like to go into further detail, you can get in contact with one of our support representatives by phoning 1800 046 038. 

Alternatively, if you would like a call-back from a representative or talk to us via Messaging, follow the steps below:

1. Sign in to your QuickBooks Online company.
2. Select Help (?) at the top right.
3. From the Search tab, enter Contact Us.
4. Select the Contact Us button.
5. Choose Callback.

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-Lucas