Projects created in the books when the contract is signed

Counter-signing a contract creates the customer and project in the books, and starting work flips it to in progress — degrading gracefully through three drivers depending on what the connected company supports.

What it is

A driver chain: a real project with a settable status when the newer Projects API is available; a sub-customer when it is not; and just the parent customer as the last resort. The platform's own status column is the source of truth in every driver; the accounting status is a best-effort mirror only the first driver can set.

Also called: QuickBooks project · job costing · sub-customer · project status · quickbooks projects · track the job in quickbooks

See it
Projects created in the books when the contract is signed
Prepared for
Marlin Hoover
1140 Ridge Line Rd · Fair Play
Shell package$26,331
Concrete & site$7,645
Doors & windows$5,096
Trim & finish$3,398
Total
$42,470
Signature
The three drivers as tiers with a badge showing which one an account resolved to, and the app-side status as the authoritative column. Sample data — no customer information appears here.
How it works
  1. 1Contract countersign or Start Project fires the sync for a job.
  2. 2One link row per account and job is claimed by flipping its status to syncing — a best-effort mutex against double-fired triggers.
  3. 3The best available driver is used, and the chosen model is sticky so later calls update rather than create a second project.
  4. 4Status is monotonic, so an out-of-order or concurrent trigger cannot regress a started job.
  5. 5It never throws to the caller; failures mark the row for the retry sweep.
Why we built it

The header reconciles the request with reality: a live, API-settable project status needs the newer Projects API, a specific plan tier and premium access, 'When any of that is missing we degrade gracefully through a driver chain.' The non-blocking rule is absolute: 'Never throws to the caller — the contract-countersign and Start-Project flows must never be blocked by a QB failure.' The enum values carry an honest warning: 'VERIFY AGAINST YOUR SANDBOX before trusting in production... If a value is wrong the create simply fails and the driver falls back to a sub-customer — nothing breaks.'

The problem
  • Jobs had to be created in accounting manually after every signing.
  • Not every accounting plan supports real projects.
  • Double-fired triggers could create duplicate projects.
  • An accounting failure could have blocked a contract countersign.
Sound familiar?
What you get
The books get a project the moment the contract is signed.
It works on every plan tier, at the best fidelity available.
Signing and starting work are never blocked by accounting.
What's inside

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