Project

kathy46 · ‎May 05, 2022

We are a roofing company that use Job Nimbus, 3rd party interface, to manage jobs. In QBO I convert customers to projects. It seems that anytime we receive a payment to the job in Job Nimbus & it syncs with QBO, the project is marked "Complete" in QBO, even though it is not complete. Is there a way to prevent this? Once it is marked "Complete" I can no longer post job supply invoices or contractor payments to the project until I go back into the project and change the status. Is it possible to prevent this?
Thanks

K

Rose-A · ‎May 05, 2022

Thanks for checking in with us here in the Community, kathy46.

I'd like to check this for you and get it of taken care myself. However, all third-party applications (non-intuit) will no longer have access to their software.

I'd suggest getting in touch with Job Nimbus on how to prevent the project status from marking as complete once it syncs in QuickBooks.

For now, as a way around, I'd recommend changing the project's status manually.

You might want to go through the following article. This link contains more information about other ways to deal with the project feature in QuickBooks Online: Projects FAQ.

Let me know if you have additional questions about QuickBooks I'll be available in the comments to assist you further. Have a nice day!

Rose-A · ‎May 06, 2022

Hi, kathy46.

Hope you're doing great. I wanted to see how everything is going about your projects. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!

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