Sub-Customers to Projects

I can tell why the option to convert sub-customers to projects doesn't show up, BK-PaulDavis.

They need to make sure sub-customers are already entered in QuickBooks for the option to appear. The system will then provide two options, the Convert from sub-customers from the Projects page. Or Do you organize sub-customers as projects? from the Customers page.

Here's a screenshot of what I can see in the test account.

You can refer to this link: Change sub-customers into projects  for instructions and detailed steps.

If you're still unable to see the option, I recommend contacting our QuickBooks Online Support Team. They can create a case and send it to our Product Team for further investigation.

Here's how to contact them:

1. Sign in to your QuickBooks Online company.
2. Go to Help (?).
3. Select Contact Us.
4. Enter your concern, then select Let's talk.
5. Choose a way to connect with us:
   • Start a chat with a support expert.
   • Get a callback from the next available expert.

Let me know how everything turns out by commenting below. I'll be around until we fix the convert to sub-customers to projects issue.

Yes, I am familiar with how this works.  I use it all the time.  My problem is that one of my other offices, whose process is exactly the same as mine, cannot see the "Convert now" link at the top of the customer page.  She sees the customer list with all the sub-customers beneath the names but has not option to convert them to a project.

This worked, thanks!!