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Janfromearth1
Dec 26, 2018 5:52 AM UTC
Solved

Are projects the same as jobs but without the sub customer?

I am trying to determine the difference between a job and  a project.  In QB Desktop Pro, I use them for Grants. It looks like the QBO project is the same as a job but without being attached to a sub customer record. I am wondering the difference between jobs and projects. I think I should use projects to track grants in QBO. Yes?  Thanks. 

Joyce_PAnswer
Dec 26, 2018 8:35 AM UTC

Hi there, Mrjan.

 

Yes, you can use projects to track grants in QBO. Also, the Project feature in QBO works like Job in desktop.

 

I recommend trying our QBO Free Trial  to know how the Project feature works. 

 

You can read this article for more details: Project Set up and Use.

 

I'll be around if you need help with anything else.

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5 replies

Joyce_PAnswer
Dec 26, 2018 8:35 AM UTC

Hi there, Mrjan.

 

Yes, you can use projects to track grants in QBO. Also, the Project feature in QBO works like Job in desktop.

 

I recommend trying our QBO Free Trial  to know how the Project feature works. 

 

You can read this article for more details: Project Set up and Use.

 

I'll be around if you need help with anything else.

Janfromearth1Author
Dec 27, 2018 11:57 PM UTC

Thanks. Actually, I have accounts with 3 nonprofits in QBO now.  i don't want to experiment in their production files though.  It does look like projects are Jobs but without the sub customer. 

 

Sub-customers have their uses. I set up all the properties in our HOA installed QB  as customer/jobs then used a prime customer record if someone owned more than one property. Worked like a charm and easy to set up the sub customer as a primary if the property was sold to an individual owner.  Thanks again

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