Thanks @BettyJaneB Unfortunately I'm still having issues/questions. I don't have a sales tab, rather Invoicing where I can then access Customers (not sure if this has any impact as I can gt to the same point via Invoicing): Do I need to have the sub-customer marked as "bill with parent" in the sub-customer information? I'm able to get the project added the way you describe below. The issue is now within the Projects tab. In the customers pull down on the top, the new projects I add are listed independently from the parent account. It now shows up as Parent Account: Sub-customer. Previously, the sub-customers would nest under the parent account so the drop down list was much more manageable (only showing the parent accounts). The information (invoices, time entries) with these new projects don't seem to be pulling though when converting the sub-customer to a project.
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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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