What are the pros and cons to setting up projects using the sub-customer conversion? (I am not looking to figure HOW to do this. That is the one thing I CAN find.)
Do you have expirience why it is better to use an estimate to creat a project or just starting with a raw project creation? This is the 3rd time I am setting this up in QBO Advanced from Desktop. I want to take everything that is under our current sub-customers and tie them to a project, which is not set up right now.
Thank you in advance for any responses to my question!
Hello there, systematicbookke.
There are many pros when using Projects in QuickBooks Online. Here are some that I can think of:
I can only think of a con when using projects in QuickBooks Online. Projects is not yet available in the QBO mobile app. You can use this link for reference: Compare mobile app features.
Here are some links that I can share about projects in QBO:
Other users might be able to share thoughts about the projects.
Feel free to let us know if you need anything else.
Thank you for the reply!
I actually am not wondering if I should use projects... I am going to set it up.
I am trying to figure out what the cons are of converting sub-customers into projects, since those are already set up. There are several ways to set up projects, but I do remember seeing something that said not to convert subcustomers to set up projects but I am not sure why.
I need to find someone that has expirence with why I would or would not want to "mass convert" sub-customers to make them projects.
Thanks for getting back to us, systematicbookke.
I can help share some insights regarding Sub-customers or Projects features for your business within your QuickBooks Online account.
In Projects, there can only one hierarchical level which means it can't have sub-projects. Unlike customers wherein you can have a project or multiple projects. Also, Projects needs you to bill the project with the customer, whereas sub-customers can have a different billing address than the customer.
I've listed below the advantages of utilizing Project:
Check out our detailed guide on changing sub-customers into projects.
Feel free to comment down below if you need anything else.