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M
mhovley
January 23, 2021
Question

Can't convert subcustomer to project

  • January 23, 2021
  • 15 replies
  • 92 views
I follow the directions exactly where I create a project and then edit the customer display name to match. I have made sure it's not a sub-sub. Twice as I have worked through my customer list, I've had it ask me to merge properly. Every other time I have tried it, it doesn't merge them, creating an empty project. I can't understand why it worked for me with two customers but I can't proceed with my other customers. Everything seems identical.

15 replies

Pabz_L
Pabz_L
January 23, 2021

I have here the steps to convert sub-customer to project, @mhovley.

 

First, make sure that the Project feature is turned on every time you convert or merge a sub-customer to an existing project.

 

Here’s how:

 

1. Select Settings ⚙, then select Account and settings.

2. Go to the Advanced tab.

3. Find the Projects section and select Edit ✎ to expand it.

4. Select the Organise all job-related activity in one place checkbox.

5. Select Save and close your settings.

 

If you already have an existing sub-customer and project, you can merge them. This transfers your existing sub-customer transactions to an existing project:

 

1. Select the Projects menu.

2. Find the project you want to merge your sub-customer with.

3. Copy the name of the project.

4. Go to the Sales menu and then select the Customers tab.

5. Find and open the sub-customer.

6. Select Edit.

7. In the edit window, change the Display name to match the project name exactly.

8. When you're ready, select Save and Yes to confirm the merge.

 

You can use these articles for more detailed information when changing sub-customers into projects:

 

 

Please know that we always have your back, @mhovley. Get back to us here in the Community at any time if you have more concerns. 

M
mhovleyAuthor
January 25, 2021

I talked to QB on the phone and they are escalating the problem since we couldn't resolve it.

AlexV
AlexV
Level 10
February 11, 2022

Did they resolve this issue for you? I just convert 60 sub-customers to a project and it says its complete but there are not projects?? Can someone help with this?


Hi BG2017!


Thanks for joining this thread. Let me help you in converting sub-customers into projects.


It's good to know that it says the conversion is completed. You'll want to check if this behavior is caused by the browser you're using. You'll want to use an incognito window and review the Projects from there. Incognito won't save your browsing history which can result in an error. 

 

These are some of the shortcut keys:

  • Google Chrome: Ctrl + Shift + N
  • Safari 11 or newer: ⌘ + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P  

 

Also, you'll want to clear the cache and make sure you're using a supported and up-to-date browser. This can fix any browser-related issues.


If the same thing happens, please reach out to our Support Team so they can further investigate it.

  1. Click the (?) Help icon and enter Talk to a human (then type it again when prompted).
  2. When asked by the bot, enter "Projects".
  3. Select I still need a human, then proceed with Contact us or Get help from a human.
  4. Choose either Chat or Callback.

 

I added these links if you need help in using the Project feature:


The Community is always here to help. Just leave a comment below.

S
Sabatino Construction Group
February 8, 2023

I had the same problem, the fix; Go to sub-customer, check the box for "Bill with Parent" checkbox once I did that, the sub-customer will show up in the convert to project list.

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