Projects in QuickBooks Online are a way to track income, expenses, and profitability for specific work within a customer account. Instead of manually organizing job-related transactions, projects let you group invoices, expenses, and payments under a single record, making it easier to monitor financial performance.
How Projects Work with Glances
Glances connects with QuickBooks to help you search for and create invoices linked to projects. When searching in Glances, projects appear formatted as Customer Name:Project Name, allowing you to quickly identify the correct project.
Example:
If your QuickBooks customer is Jill Mahomes and the project is Really Important Project, in Glances you would see:
Jill Mahomes:Really Important Project
This helps you locate the correct project. From there, you can create invoices or estimates or update project details.
Creating Projects in QuickBooks
Currently, QuickBooks does not allow third-party apps like Glances to create projects via their API. This means that while you can search for and use existing projects within Glances, you must create new projects directly in QuickBooks. There are two options for creating a project:
Option 1: Create a project in QuickBooks.
Option 2: Create a sub-customer using Glances, then convert the sub-customer to a project within QuickBooks.