Struggling With QuickBooks Projects? Here’s How I Solved It in Make.com

Hi everyone,

For those of you trying to connect QuickBooks Projects with Make.com, I want to share a workaround that’s been working well for me. Since the Projects API isn’t explicit, it can be a bit confusing, so hopefully this gives you some alternatives.

First, it’s important to know that a Project in QuickBooks is also called a Job, and essentially it’s treated as a Sub-Customer. That means:

• When you create a Project, QuickBooks is actually creating a Customer under a Parent Customer.

• To create a Project, just create a Customer, go into Advanced Settings, turn on “Is a Job,” and select the Parent Customer.

• 
  

With this in mind, when you create any transaction (like an invoice or bill) and want to allocate it to a Project, you’ll use the Sub-Customer ID. QuickBooks will understand that you’re invoicing/billing the Parent Customer but will allocate the transaction to the specific Project (Job/Sub-Customer). This logic applies across all individual transactions.

Now, when it comes to generating a P&L per Project, the approach I use is to make an API Generic Call for the Job (Sub-Customer). This way, you get all the information you need on Income and Expenses. The only key point is to make sure you set the correct accounting method — Cash Basis or Accrual — depending on how you want the data displayed. Both reports can look similar at times, but they usually differ.

📌 In the attached image, you’ll see how the API call looks.

An optional upgrade: you can connect this with an AI process to analyze the report, extract only the insights you need, and parse it in a way that can be integrated smoothly into your other systems.

Hope this helps anyone looking for alternatives when working with QuickBooks Projects in Make.com

! 🚀