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Replying to:
mayfieldsolar
Level 1

Creating a project

It appears as though the Projects section has changed significantly in QB Online recently. I'm having trouble converting sub-customers to projects like I used to. This help article directs you to convert sub-customers from the Customers tab:

  • "Under the money Toolbar, you'll see a statement saying "Do you organize sub-customers as projects? You can convert the list level of sub-customers into their own projects" select Convert now."

This Convert Now option is no longer present. I can add projects from within the Projects tab but it is not grouping the projects with the parent customer but rather creating a new customer. Is it still possible to convert a sub-customer to a project under the primary customer?

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