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I don't have the option to convert sub customers to projects. I don't have the message, the option Do you organize sub-customers as projects? where do I find this?

 
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QuickBooks Team

Re: I don't have the option to convert sub customers to projects. I don't have the message, the o...

Hi sam30,

 

Let's check the Bill with Parent option so you'll be able to convert your sub-customer into a project. Let me show you how:

  1. Click Sales, and then Customer.
  2. Click the sub-customer's name, then Edit.
  3. Under Is sub-customer section, choose Bill with parent from the drop-down.
  4. Click Save.

After that, let's link the sub-customer to a project. Here's how:

  1. Click Sales, and then Customers.
  2. Click the sub-customer and then click the Projects tab.
  3. Click the Add your first project button.
  4. Enter the New project information. Click Add project if you want to add a new project.
  5. Click Save.

I've got an article for you to read more of the FAQ's: Projects FAQs.

 

If there's anything else you need, don't hesitate to let me know. I'm always here for you.