cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

How Can I import Project? We have QB Online advance.

How Can I import Projects ? We have QB Online advance
1 Comment
Highlighted
QuickBooks Team

How Can I import Project? We have QB Online advance.

Hello @rickfd,

 

Currently, we're unable to import projects into QuickBooks. You can only import a customer list as a workaround. Let me guide you how.

 

First, import your customer list:

  1. Go to Gear, then Import Data.
  2. Select Customers, then Browse your Excel file.
  3. Click Next and follow the steps that will guide through the rest.

Then, convert your customers to sub-customer. Here's how:

 

  1. Go to Sales, then Customers.
  2. Edit the customer profile, mark the box next to Is sub-customer and select the parent customer.
  3. Hit Save.

Lastly, convert your sub-customers to a project.

 

  1. Go to Projects.
  2. Click the drop-down arrow beside New project.
  3. Select Convert from sub-customer.Then, choose your sub-customer from the list.
  4. Snap Convert.

 

Please see these articles for details about: Set up and create projects in QuickBooks Online and Projects FAQ.

 

Additionally, you can check for third-party applications that offer project conversion.

 

Know that you're always welcome to swing by anytime if you have other questions or concerns. Thanks for posting and an awesome week ahead.

Need to get in touch?

Contact us