Good job on converting sub-customers to projects. At this time, there isn't an option to convert a project to sub-customers. I know how useful this feature is to you and I recommend sending feedback to our engineers through the gear icon. To do this, click the gear icon and look for Feedback. New product ideas and improvements are largely based on the feedback/suggestions we get from users like you.
Feel free to ask any questions. I'm here to help. For future reference, here are some helpful articles to take a look into on your spare time:
Thank you for your reply, however it does not provide us with any comfort. I have contacted your engineers as suggested but am not confident that there will be a quick resolution. We may be forced to seek a different accounting solution for our company. Very disappointing.
I hear you on this. Your feedback is valuable and we take it seriously. You did good by sending your feedback through the gear icon, For now, the best recommendation I have is waiting for a response. I'm not sure what the time-frame will be for the response, but I'm here to assist the best way I can. I can see how QuickBooks may not be fit for all business types and I'd be sad to see you go. If you've got questions, don't hesitate to ask. I got your back.
Did this ever get resolved? We had a number of mishaps with the transfer of subcustomers to projects and I'm looking for a workaround. Some of our subcustomers got re-categorized as projects of different customers. If there is going to be a new "feature" added to your accounting platform, make sure there are workarounds for major systematic errors that arise, especially if it permanently changes the company file.
Hi alchemy1. Thanks for joining the thread about converting Projects to Sub-customers. As explained by my colleague above, there's currently no process for converting Projects to Sub-customers, although you're able to do so visa versa. It's unclear from your question exactly how you encountered this error when you converted your Sub-customers to your Projects. If you'd like us to take a closer look into that for you, please don't hesitate to reach out to our tech support team. It's important for an agent to investigate this in order to get you back on track.
Following up again to see if any solutions have arisen or any work has been done on it in the last couple of months. We are trying to re-organize our customers, subcustomers, and their projects, but unfortunately cannot do so without a fix to the issue above.
We have a "customer" - Jeff
Previous "sub-customers" - County 1, County 2, School 1, School 2, etc.
They are now all individual "projects" under the "customer" - Jeff
We are trying to re-organize things to place the schools into the proper counties, but since they are all "projects" now, it isn't possible.
It looks like this right now:
Jeff: County 1
I would like it to look as follows:
Jeff: County 1: School 1
County 2: School 2