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dreamerdad
Level 3

I cannot create projects, nor can I see the option to create subcustomers or convert subcustomers to projects. I've looked at all the helps docs related to this.

I am a Quickbooks Online Plus customer
3 Comments 3
GlinetteC
Moderator

I cannot create projects, nor can I see the option to create subcustomers or convert subcustomers to projects. I've looked at all the helps docs related to this.

Thanks for reaching out to the Community, dreamerdad.

 

I'm here to help you ensure you can create a project in QuickBooks Online.

 

 In QuickBooks Online, missing options are sometimes caused by browser issues. Let's confirm this by accessing your account using a private window.

 

Use any of these keyboard shortcuts according to the browser you're using:

 

  • Google Chrome: press Ctrl Shift N  
  • Mozilla Firefox: press Ctrl Shift P
  • Internet Explorer: press Ctrl Shift P
  • Safari: press Command Shift N

 

If it works, then let's go back to your browser and clear the cache to start with a clean slate. If the same problem occurs, try using a different browser as an alternative.

 

Here are project-related articles for additional guide and reference:

 

 

If you need further assistance with managing the project, please post a reply below. I've got your back @dreamerdad.

dreamerdad
Level 3

I cannot create projects, nor can I see the option to create subcustomers or convert subcustomers to projects. I've looked at all the helps docs related to this.

Glinette - Thank you for your help. Unfortunately, I was not able to see it in a private window either. 

 

However, I did finally find it in the normal window and I did so by typing "Projects" into the search area. I then clicked on Projects and was able to set up projects. Now "Projects" is showing in the side menu. I hope this helps others.

 

Thanks again!

Hugh

gembria0525
Level 1

I cannot create projects, nor can I see the option to create subcustomers or convert subcustomers to projects. I've looked at all the helps docs related to this.

I am having the same issue.  I've cleared all cash and cookies, changed browsers, double checked to make sure the parent was billable, made sure everything was good to go but when I went into projects, there is no dropdown at the radio button "new project" it only allows me to create a new project.  I cannot convert subcustomer to project.  Again, this has nothing to do with the typical big 3 troubleshooting techniques you guys are taught to deploy as your first line of support.  It's simply not there.  

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