Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
S
saad-data-outloo
July 31, 2021
Question

Converting the Project Transactions into Parent Customer

  • July 31, 2021
  • 1 reply
  • 5 views
I need help in converting the project transactions to the parent customer about which the project is associated. For example, There's Customer A to which I have assigned the Project 1. Now every transaction I make I categorized that transaction as Project 1 but now I would like to re-categorize the transactions to the parent customer due to my reporting pattern. I did that for one customer and project but I do not find it useful because when I categorized the transactions it was not reflecting to the parent customer. I would like to know if there's any other way to do it. Thanks

1 reply

M
Mich_S
Level 5
July 31, 2021

We're glad you're here, @saad-data-outloo.

 

I'll share some information about managing Projects in QuickBooks Online.

 

The option to change the project transactions into parent customer is unavailable. We can only change the parent customer assigned to the project if you need to transfer the transactions to another project. Here's how:

  1. Go to the Projects tab.
  2. Search for the project then open it.
  3. Hit the Transactions tab.
  4. Open a transaction that you want to change its parent customer.
  5. Say this is an invoice, change the Customer drop-down menu to a different parent customer.
  6. Click on Save and close.

 

Please feel free to review this article about tracking your income, costs, and profits: Set up and create projects in QuickBooks Online.

 

I'm always here to back you up. Just leave a comment below if you have further questions about QuickBooks and Projects. Enjoy your weekend!

S
saad-data-outlooAuthor
July 31, 2021

@Mich_SThank you for your response. But I did that earlier and there are 10 projects I guess and each project has 100+ transactions. Is there any other way to change these transactions for each project to parent customers in one go? Like is there any way that I can select all transactions for each project and change this to the customer?


T
TirzahC
Level 4
July 31, 2021

Hi, saad-data-outloo.

 

I'll share some information about managing Projects in QuickBooks Online and I know how beneficial it is to your business to change the parent customer account in one click. 

 

The option to change the parent customer assigned to the project's transactions in a batch action is unavailable. We need to manually open per transaction to edit the customer name to a parent customer. 

 

I have articles here for more details about the Projects feature in QuickBooks Online (QBO):

Speaking of the Projects feature, this allows you to track your income, costs, and profits. Take a look at this article for additional details: Track income, costs, and profitability by project.

 

I'm always here to back you up. Just leave a comment below if you have further questions about QuickBooks and Projects. Enjoy your weekend!

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.
Terms & ConditionsAccessibility statement