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I just recently migrated from QBD 2020 to QBO. All of my tenants (strip center) are showing up as Projects instead of Sub-customers. How can I make each tenant a Sub-customer of the Customer (building) and have all the transactions also come over?
Welcome to the Community, dafish84.
To verify my understanding, are you saying your sub-customers changed into projects during the data migration and you'd like to change them back?
If so, you can convert or merge a sub-customer with an existing project.
Here's how:
I've also included a few detailed resources about using QuickBooks which may come in handy moving forward:
Please don't hesitate to send a reply if there's any additional questions or information you'd like to provide. Have a wonderful Monday!
I am not sure if they were sub-customers or projects in QBD, but in QBO, I have one customer (Madison Square, the name of my strip center) and all of the tenants are showing as projects and I would prefer for each tenant to be a sub-customer or Madison Square (customer). I tried to create a new sub-customer by coping the name of the project like you mentioned and I get the following error, "Something's not quite right: A project is already using this name. Please use a different name"
Thank you for always getting back to us, @dafish84.
I understand that changing your tenants from projects to sub-customers is crucial for you. Although there isn't a direct way to convert projects into sub-customers, I have a solution that might help. You can modify the name of your project or add a marker to show it's inactive. After that, you can create a new sub-customer using the original project's name.
Here are the steps to rename a project:
Once done, you can now add a new sub-customer.
Furthermore, it's not possible to use the same name for both your project and sub-customer, which explains the error you encountered. Also, there isn't an option to merge an existing project into a sub-customer.
Moreover, you can visit these links for your future reference about projects and customers:
Get in touch with us if you have any further concerns about transitioning your projects into sub-customers. Our Community is always available to help you.
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