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Are projects the same as jobs but without the sub customer?
I am trying to determine the difference between a job and a project. In QB Desktop Pro, I use them for Grants. It looks like the QBO project is the same as a job but without being attached to a sub customer record. I am wondering the difference between jobs and projects. I think I should use projects to track grants in QBO. Yes? Thanks.
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Hi there, Mrjan.
Yes, you can use projects to track grants in QBO. Also, the Project feature in QBO works like Job in desktop.
I recommend trying our QBO Free Trial to know how the Project feature works.
You can read this article for more details: Project Set up and Use.
I'll be around if you need help with anything else.
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Thanks. Actually, I have accounts with 3 nonprofits in QBO now. i don't want to experiment in their production files though. It does look like projects are Jobs but without the sub customer.
Sub-customers have their uses. I set up all the properties in our HOA installed QB as customer/jobs then used a prime customer record if someone owned more than one property. Worked like a charm and easy to set up the sub customer as a primary if the property was sold to an individual owner. Thanks again
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Jobs in quickbooks desktop are linked with specific customer. What if I need to create a job (lets say a real estate project) and track its developing process before I even get customers. Can I use jobs for this? Same way it can be done in QBO with projects
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Thanks for joining us here, @afereos.
I'll share some information about creating a job before getting a customer. Currently, we're unable to add a job only in QuickBooks Desktop. You need a particular customer to create a job.
Here's an article for the step-by-step instruction: Track job costs in QuickBooks Desktop.
I'm also attaching this link here in case you need help with other customer-related tasks. It has articles that'll guide along. Feel free to browse: Sales and customers.
Keep me posted if you have other questions or concerns with jobs. I'm more than happy to answer them for you. Take care and have a good one.
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I find them very similar but projects have a bit more functionality. In QBO Plus and above, you get a dashboard for watching all your projects at a glance. QBO has canned reports for projects. Projects do seem to be the same sub-customer type of object as jobs. You can create sub customers in QBO but I have never bothered as projects are much more functional.