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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_
    Level 6
    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.

      K
      KCaseyLE
      April 17, 2025

      Thanks, Jury. I understand how tags can be used to track certain aspects of your business. I'm not seeing how tags can be used as a work-around for not being able to create subprojects in QBO.  The ability to mark a subproject as completed and then billing for all the costs associated with a subproject seems very different than tagging individual transactions and I don't see how this method could work for us.


      I have this same issue. I would like a simple way to charge time and expenses to a single project that has multiple subprojects. This is a very common thing in architecture and engineering, to have sub projects, project phases, or project tasks. How to other design professionals do this? 

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