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It appears as though the Projects section has changed significantly in QB Online recently. I'm having trouble converting sub-customers to projects like I used to. This help article directs you to convert sub-customers from the Customers tab:
This Convert Now option is no longer present. I can add projects from within the Projects tab but it is not grouping the projects with the parent customer but rather creating a new customer. Is it still possible to convert a sub-customer to a project under the primary customer?
Hello there, @mayfieldsolar.
Glad to have you here in the Community. I'm here to help share some details about converting an existing sub-customers and transactions into a project in QuickBooks Online.
You still have the option to convert a sub-customer to a project under the primary customer by manually linking the sub-customer to the project.
Let me show you how:
To learn more about dealing with projects in QuickBooks Online, please refer to these articles:
That should do it!
Please let me know if you have any other questions concerning projects in QuickBooks. I'll be around to help. Have a good one!
Thanks @BettyJaneB
Unfortunately I'm still having issues/questions.
Hello there, @mayfieldsolar.
I appreciate the details you've given. Allow me to share some clarifications about this project concern.
To start with, the Invoicing option that you have is just the same as the Sales menu that I have on my end. That said this don't impact any of the processes that we've been through.
On the other hand, if you mark the sub-customer as "Bill with parent" this will allow you to you to enter charges for the parent customer and the sub customer, then create the invoice later and have both the parent's and sub-customers charges appear on the same invoice. If you want to bill the sub-customer only the select "Bill this customer".
Also, since the sub-account is now associated with a project under the primary customer then this will automatically change the It's format. This will still have the same functionality.
Lastly, the information that you've created should show up on your customer's transaction information when converting it to the project.
Here's an article that you can check out about invoicing customers for project expense for your future reference: Invoice customers for project expenses.
This should get you moving today.
Keep me posted if there's anything else you need with projects by leaving a reply below. I want to make sure you're taken care of. Take care!
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