Sync jobs as projects in Quickbooks Online
We would like for jobs to sync as projects in QuickBooks Online rather than as sub-customers.
3
votes
Rebecca Vickers
shared this idea
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Shawna Stiles
commented
A workaround I use is to run a report of new customers created and filter by this month. it is obvious the sub customers, click on the sub-customer, click edit, click bill parent customer, go to your projects page, click the drop down next to New Project, click convert from sub-customer. Be sure you notice the default in QB is to show the job completed so you have to click the drop down on every job as needed.