Background

Projects is a relatively new QBO feature (released in September 2017). It is only available in QBO Plus, not in Essential and Simple Start. Also, Intuit pointed out that this feature may be enhanced in the future. 


QBO Projects enables QBO Users to create Projects for invoicing and time tracking purposes. In QBO Projects are related to QBO Companies and are a way to summarize and bill for work and materials related to an activity/project for a customer. Projects also allows some limited reports to be run.


The QBO Projects Tab has two sections - Overview and Transactions

 

 

How to enable Projects in QuickBooks Online?

You can enable Projects in QuickBooks Online from the Company Settings. Please refer to the following QuickBooks Online article for more information.

https://community.intuit.com/articles/1549960-quickbooks-online-projects#SetUp

Can we create Projects using Breadwinner?

No, you can’t create Projects directly using Breadwinner. QuickBooks Online Projects are not exposed to the API. Please refer the following articles for more information.

https://help.developer.intuit.com/s/question/0D50f00005N0N4oCAF/projects-api-access

https://help.developer.intuit.com/s/question/0D50f00004zpdpwCAA/project-api-access


Potential Workaround: You can create Sub-Customers using Breadwinner, later you can convert these to Projects in QuickBooks Online.Please refer to the following article for more info.

https://community.intuit.com/articles/1713491-convert-existing-sub-customers-and-transactions-into-a-project

Note: There is no difference between Customer and Project. QuickBooks online maps Project to a Customer in the background.  Breadwinner can create Customers using the Intuit QBO API but not Projects.

Can Breadwinner syncs Projects into Salesforce?

Yes, Breadwinner imports Projects as QBO Companies and Salesforce Accounts into Salesforce. It also imports the related transactions like Invoices, Payments.


While it is not possible to create Projects from Breadwinner, it is possible to create transactions (invoices, etc.) from Breadwinner against an Account associated with a QBO Project. 

Opportunities and Projects

Until the QBO Project API is exposed, Projects cannot directly be created from Opportunities.

Conclusion

Breadwinner’s foremost tasks are to enable its users to create QBO transactions (invoices, bills, POs) in  Salesforce, to sync them to QBO and to track the payment status of those transactions. Until the QBO API contains Projects, it will not be possible to create those in Salesforce, so they have to be set up in Quickbooks. With proper naming conventions it is possible for users working in Breadwinner to locate new Salesforce Accounts for QBO Projects and to create invoices, etc., sync them with QBO and to track such transactions.