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Paul2410
September 3, 2024
Question

Creating subprojects

  • September 3, 2024
  • 1 reply
  • 0 views

Is it possible to create subprojects under existing projects in QuickBooks Online Advanced, either using QuickBooks functionality or a 3rd party app?  If not, how are other QBO Advanced customers dealing with this limitation?  Is there another version of QuickBooks that allows this functionality?

    1 reply

    A
    AbegailS_
    September 3, 2024

    Thanks for reaching out to us, Paul. Let me share more information as I provide another way to achieve your goal.

     

    Currently the ability to create subprojects under existing project is unavailable. Alternatively, you can  create sub-accounts i to help organize your projects without billing them directly to clients. Here’s how you can manage this:

     

    1. Go to the Chart of Accounts.
    2. Click on New to create a new account.
    3. Select the appropriate account type and enter a name for your sub-account, ensuring it’s linked to the main project account.

     

    As we value your suggestions, I recommend sending your feedback to our Product Development Team. Here's how to send feedback: 

     

    1. Click the Gear icon in the upper-right corner.
    2. Select Feedback under Profile.
    3. Share your feedback.
    4.  Click Next to submit.

    Our product engineers will consider your suggestions, and you can always check the status of your request through this link: QuickBooks Online Customer Feedback. 

     

    On the other hand, I'll be adding these resources that will help you manage your project reports in QBO:

     

     

    If you have any other concerns about projects, please feel free to leave a reply. I'll be around to address them. Keep safe.

    P
    Paul2410Author
    September 4, 2024

    Thank you, Abegail.  I'm not seeing a way to link a new account in Chart of Accounts to the main project account as you suggested.  Did you mean to say to ensure to link it to the parent account in the Chart of Accounts?

     

    The whole point in wanting subprojects is to be able to bill customers as each subproject is completed.  Since you mentioned "help organize your projects without billing them directly to clients", I don't think this is a viable option for us.

      R
      rvrfrf
      September 4, 2024

      Thanks for following up with the Community, Paul2410.

       

      When creating a new account in your Chart of accounts, you can make it a subaccount by ticking its Make this a subaccount option. After doing so, you'll be prompted to choose a Parent account for the subaccount to be under.

       

      Here's an image showing this process:
       

       

      Once you've finished entering all of your account's details, select Save to save the account into your books.

       

      I've also included a detailed resource about working with subaccounts which may come in handy moving forward: Create subaccounts

       

      I'll be here to help if there's any additional questions. Have a wonderful Wednesday!

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