QuickBooks Project Setup
New projects to convert into QBO Projects
← Dashboard
Each new project needs to become a Project in QuickBooks, filed under its prime contractor. QuickBooks only lets you flip that switch by hand, so this queue hands you the exact customer + the right parent + a direct link — you just click Convert to project and check it off.
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Bella Terra LLC — “✓ Found” = the customer is in QuickBooks. “⚠ Not in QuickBooks” = create the customer first.