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

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

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