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saad-data-outloo
Level 1

Converting the Project Transactions into Parent Customer

I need help in converting the project transactions to the parent customer about which the project is associated. For example, There's Customer A to which I have assigned the Project 1. Now every transaction I make I categorized that transaction as Project 1 but now I would like to re-categorize the transactions to the parent customer due to my reporting pattern. I did that for one customer and project but I do not find it useful because when I categorized the transactions it was not reflecting to the parent customer. I would like to know if there's any other way to do it. Thanks
3 Comments
Mich_S
QuickBooks Team

Converting the Project Transactions into Parent Customer

We're glad you're here, @saad-data-outloo.

 

I'll share some information about managing Projects in QuickBooks Online.

 

The option to change the project transactions into parent customer is unavailable. We can only change the parent customer assigned to the project if you need to transfer the transactions to another project. Here's how:

  1. Go to the Projects tab.
  2. Search for the project then open it.
  3. Hit the Transactions tab.
  4. Open a transaction that you want to change its parent customer.
  5. Say this is an invoice, change the Customer drop-down menu to a different parent customer.
  6. Click on Save and close.

 

Please feel free to review this article about tracking your income, costs, and profits: Set up and create projects in QuickBooks Online.

 

I'm always here to back you up. Just leave a comment below if you have further questions about QuickBooks and Projects. Enjoy your weekend!

saad-data-outloo
Level 1

Converting the Project Transactions into Parent Customer

@Mich_SThank you for your response. But I did that earlier and there are 10 projects I guess and each project has 100+ transactions. Is there any other way to change these transactions for each project to parent customers in one go? Like is there any way that I can select all transactions for each project and change this to the customer?


TirzahC
Level 5

Converting the Project Transactions into Parent Customer

Hi, saad-data-outloo.

 

I'll share some information about managing Projects in QuickBooks Online and I know how beneficial it is to your business to change the parent customer account in one click. 

 

The option to change the parent customer assigned to the project's transactions in a batch action is unavailable. We need to manually open per transaction to edit the customer name to a parent customer. 

 

I have articles here for more details about the Projects feature in QuickBooks Online (QBO):

Speaking of the Projects feature, this allows you to track your income, costs, and profits. Take a look at this article for additional details: Track income, costs, and profitability by project.

 

I'm always here to back you up. Just leave a comment below if you have further questions about QuickBooks and Projects. Enjoy your weekend!

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