convert sub-customers WITH children into projects

LarryHD2 · ‎May 02, 2025

trying to move from QBD (premier Plus Pro) to QBO+ bit it's becoming frustrating....

I imported 25 years worth of data into QBO... all went OK with some various problems

One major one is that in QBD we had many jobs with "children"... Client>Job>sub-job where the clients for the "sub-job" was the "job". The sub-job is a "child" to the Job.

I went to convert all of our jobs into projects in QBO. The problem is that it will only covert the job furthest out on the tree... so with the Client>Job>sub-job scenario, only the "sub-job" will convert to a project. If there is a Job without a sub-job then the Job will convert.

I have spent hours on the phone with QB support and was essentially told it wasn't possible to convert a Job with children into a project.... they said I could create a new project then go in and associate all of the expenses with it, but that would literally take months of work....

If anyone has gotten a better answer or figured out a way to convert sub-customers WITH children into projects, I'd sure appreciate the help.

Rusimyhr

I appreciate you for reaching out, and I can imagine how transitioning to QuickBooks Online with such a complex job structure could be challenging.

From what our support team has shared, QuickBooks Online currently handles converting job structures into projects by focusing only on the last category, the sub-jobs. This might be quite a shift from what you are used to in QuickBooks Desktop where you can have layers like Client > Job > Sub-job.

In the meantime, we encourage you to share your thoughts and suggestions through our feedback channel. Our product developers are open to ideas for improving our products and meeting our customers' business needs. Here’s how:

Go to the Gear icon at the top.
Select Feedback.
Enter your comments or product suggestions.
Then select Next to submit feedback.

For guidance in submitting feedback: How do I submit feedback?

Additionally, to understand how your features and data transition from QuickBooks Desktop to QuickBooks Online, you can consult this article: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.

Furthermore, once your data from QuickBooks Desktop is successfully transferred to QuickBooks Online, you can refer to step 4 of this article: Move your QuickBooks Desktop file to QuickBooks Online. This article provides guidance on setting up your new QuickBooks Online company.

If you have questions or need help with QBO, please click Reply below. The Community is here to assist you.

LarryHD2

I tried a couple workarounds, and it still didn't work.

Changed the sub-job to not be a "child" of the main job, but to be under the main customer just like the Job. The Job still wouldn't convert.

Deleted the Sub-Job altogether... the Job still wouldn't convert.

LarryHD2

I wonder if it would be possible to go back and change all of the Sub-jobs in QBD to not be children, then re-import into QBO.... that's if there is a way to do that modification through a batch process, otherwise it would also take forever.

It seems like QB should have the data handling capability to do this on the back end... take my file and "clean it up" so it works the way QBO wants....

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convert sub-customers WITH children into projects