How do I convert Sub-Customers created from Jobs into QBO Projects?


  • The Projects feature is only available in Plus or Advanced QB subscriptions.
  • The workaround requires the use of Jobs in JobNimbus

  1. Create a Contact and a Job in JobNimbus and move them to a status that syncs to QuickBooks.
  2. The job will create a sub-customer in QuickBooks. You must then convert that sub-customer in QuickBooks to a Project. This option exists in two places:
    1. When you open the customer list screen (the Project section has to be accessed inside QuickBooks before this option shows in the customer list):

    2. Or in the Projects tab:

Once the sub-customer is converted to a Project, transactions added to that Job in JobNimbus will be added to the Project in QuickBooks.