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Level 4

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. 

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Best answer 12-26-2018

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QuickBooks Team

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

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.

View solution in original post

2 Comments
Highlighted
QuickBooks Team

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

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.

View solution in original post

Highlighted
Level 4

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

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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