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Experienced Member

Convert "Lead" into "Customer"

Hi, when im in customer center, try to "convert lead to a customer", the notes with Lead, will not be converted into customer section.

1 Comment
Moderator

Re: Convert "Lead" into "Customer"

Greetings, @abbyshao.

 

Thank you for posting in the Community. I'd be happy to help share some insights about converting a lead to a customer. 

 

May I know if you see a prompt or error message when converting the lead to a customer? If so, it can help me check if we have reported an issue related to your concern today. 

 

In the meantime, let's make sure you're QuickBooks is updated to the latest release. Sometimes the old version of an update may cause unexpected behavior like this. 

 

Here's how to run update within QuickBooks: 

  1. Close your company.
  2. From the Help menu, select Update QuickBooks Desktop.
  3. Click the Options tab.
  4. Click Mark All then click Save
  5. Click the Update Now tab.
  6. Mark the Reset Update check box.
  7. Click the Get Updates button. 
  8. When Update Complete appears, close QuickBooks.

After that, reopen QuickBooks Desktop. If you get the message to install the update, select Yes. Once done, try to convert lead into a customer. 

 

For more details, you can also check this article: Update QuickBooks Desktop to the latest release.

 

If you need to reach out for more help, you can also contact our Phone Support. They can use the screen sharing tool to help you get this resolved quickly. 

 

Here's how:

  1. Go to https://help.quickbooks.intuit.com/en_US/contact
  2. Select QuickBooks for Windows.
  3. Select your QuickBooks for Windows version.
  4. Select a topic.
  5. Click on the Get Phone Number button.

That should take care of it. 

 

Keep me posted once you've tried the steps. I'll be happy to help you further with converting a lead to a customer. Have a great day.