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Can I Use Projects in QuickBooks Online?
JobNimbus officially does not sync to Projects and cannot import anything that has been added to a Project created in QuickBooks. The following information is a workaround for those still wanting to use Projects.
Notes:
- This is only available in Plus or Advanced QB subscriptions.
- The workaround requires the use of Jobs in JobNimbus
- Create a Contact and a Job in JobNimbus and move them to a status that syncs to QuickBooks.
- 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:
- When you open the customer list screen (the Project section has to be accessed inside QuickBooks before this option shows in the customer list):
- Or in the Projects tab:
- When you open the customer list screen (the Project section has to be accessed inside QuickBooks before this option shows in the customer list):
Please keep in mind that this only works as long as the sync stays intact.
If there is ever a reason to disconnect the sync between JobNimbus and QuickBooks, we will NOT be able to re-establish the link between any records that are in a Project.