I converted some Sub-Customers to Projects. I have decided that this really doesn't work for us and want to convert back? Is this possible? If so, how to do?

Hi there, 

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:

 Projects FAQs

Convert existing sub-customers into project

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.

Hi,

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. 

Example:

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

         School 3

         School 1

         County 2

         School 2

I would like it to look as follows:

Jeff: County 1: School 1

        County 2: School 2

                          School 3

Please help

Has there been any progress on this in the past few years or is this still an issue.  When i opted to convert sub-customers to projects I was under the impression this would be helpful but there seems to be more cons then pros when dealing with projects versus sub-customers in QBO.

Now since I have projects under customers, I cannot in-activate those older customers since having projects beneath them preventing them from being in-activated.  

Hi MMelchert,

Thanks for reaching out here.  Although you can convert your sub-customers to a project, there's currently no option for undoing the process.  I'll be happy to provide other options so you can decide which one works for you.

The first way would be to delete the project and re-create it.  Another option would be to re-create your sub-customer by going to Sales > Customers > New.  Enter the Customer's name and add an identifier to the beginning or end of the name, such as an * for example, proceed to make them a sub-customer and then save.  The identifier will eliminate the notification that this customer already exists.

Feel free to reach back out if you have other questions.  We'd be glad to assist!

If I proceed with this method of re-creating my sub-customers, how to I move all of the transactions from the project into that new sub-customer?

Hi jrsnbarn,

Thanks for joining us here.  In addition to the valuable information provided previously, you'll need to recreate the associated transactions.  To improve your overall customer experience with QuickBooks Online, you can submit a suggestion to our Development Team for future updates.

Please don't hesitate to reach out to us again if you need anything else. Assisting you is our number one priority and we're always happy to help!

We had the same issue with some of our customer jobs being made into projects during conversion. It is an absolute disaster and completely unacceptable.  We use job type and class filters to combine multiple subjobs into a program report for tracking specific programs that cross multiple donors and regions.  It worked beautifully in desktop and now it is a wreck with some subjobs under the same customer moving to project and others staying as customers subjobs.  Furthermore, we track every single expense in Bill.com and Concur to a customer subjob and moving to projects for some subjobs is forcing us to have 3 data entry fields in Bill.com instead of the 2 we used before, which is causing issues for my staff.