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May 16, 2024
Question

Apply an older pre-payment against a Project

  • May 16, 2024
  • 1 reply
  • 5 views
I had received a pre-payment from a customer and booked it as a credit to the client. I've since set up a Project for that client and want to apply the payment to the project rather than the client. Is there a simple way to do this?

1 reply

Level 5
May 16, 2024

Good morning Jack Thompson,

 

Welcome to the QuickBooks Community! For now, credits are only applied to invoices and customer/vendor balances. However, I see the benefit of having those applied to Projects as well! Therefore, I will go ahead and submit feedback to our Developers about including a feature like this in future updates, and I encourage you to join me.

 

 

If you have any other questions, dont hesitate to let us know! We are here to help. See you soon.