Skip to main content
O
owner8
March 22, 2025
Question

Syncing with Projects

  • March 22, 2025
  • 1 reply
  • 0 views

I have been tracking job profits with tags in QB online.  Since tags have been eliminated, QB online has added projects. Our jobs are imported from Job Nimbus as sub customers.  When I read the instructions on the projects feature, it wants me to turn the sub customer into a project, which is perfect.  But before I do this, I want to make sure the information is still going to sync from QB on that job (sub customer now project).  Does anyone have any insight on this?

1 reply

J
Jessavell_A
March 22, 2025
When you convert a sub-customer into a project, their existing transactions, such as invoices and payments will automatically sync, @owner8. However, specific details like addresses, tax codes, and payment information won't transfer automatically to the new project setup. I'll explain this further.

As you turn your sub-customers into projects, existing transactions from QuickBooks will automatically sync to the project. To ensure that these non-syncing details are associated with the new project, you'll need to manually assign or merge them.

Here's how to convert a sub-customer into a project:

 

1. Navigate to Projects.

2. Select the New project ▼ dropdown. Then, click Convert from sub-customer.

3. Choose the sub-customer you want to convert.

4. Click Convert, then select Continue to confirm.

 

Once you’ve completed the project setup, you can view the existing transactions by selecting the sub-customer you converted and navigating to the Transactions page.


After setting up of your project, consider running project reports to help you track and maximize your project's profitability.

For additional support, you might want to explore QuickBooks Live Expert Assisted, an additional service designed to help keep your business well-organized.

I’m always here to help with any further questions you have regarding converting sub-customers into projects or other QuickBooks inquiries. Please feel free to reach out in the comment section below, and I’ll respond as soon as possible. Stay safe.
Terms & ConditionsAccessibility statement