In QuickBooks:

• A customer is anyone who pays you for goods or services
  • Invoices created under customers are listed under customers
• A Job is a specific project or scope of work that you want to track
  • Invoices created under jobs are listed under the job as well as the Customer

In Bill.com:

• A customer will sync as a customer record
  • Customer invoices sync to the customer record
• A job (sub-customer) will sync as a separate customer record
  
  • Job invoices sync only to the job (sub-customer) record

Customer record example

In QuickBooks

ACME is a customer that has two completed jobs (Build and Consulting) with differing expenses. In QuickBooks, two jobs (sub-customers) would be set up to keep track of the expenses.

 

In Bill.com

Both the Customer (ACME) and the Jobs (Build and Consulting) sync as individual Customer Records.

 

Note: Each Customer record of a sub-customer will list the Parent Customer.

• The customer record must be in edit mode to view the details

Invoices example

In QuickBooks

• Jobs are listed as sub-customers of customers.  An invoice created under the job is visible under both the customer and the job.  In this example, invoice #15  

In Bill.com

• The invoice will only sync to the job (sub-customer) record, and not be visible under the customer.