Question

Can't convert subcustomer to project

Forum|Forum|5 years ago
January 23, 2021
15 replies
88 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.

QuickBooks Online

Pabz_L

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.

B

BK-PaulDavis

I work for a franchisor and we support over 350 locations. We are slowly converting our offices to QBO from QBD. For most of them the conversion goes fairly smoothly, however we have found a handful of our offices that cannot convert their existing jobs from QBD to projects in QBO. Intuit Support has been no help and basically will not even acknowledge a problem. This is a HUGE problem. I need to know what to tell Intuit Support so they understand that over 100 of our offices, all who operate exactly the same, have no problems converting their jobs to projects, and yet half a dozen offices show no jobs in the list when they try to convert. They are paying for a program that is not working for them and no one from Intuit seems to care. We have jumped through every imaginable hoop trying to get this sorted out, with no success. This only happens with offices that have migrated from QBD to QBO. Something went wrong during the migration of data but we can't seem to get anyone from Intuit to listen to us.

AlcaeusF

Level 14

Hi there, BK.

Thanks for joining this thread. I'm here to help fix the issue you're having with the conversion, but I need to ask for more clarification.

Are the offices in question (unable to convert their existing jobs from QBDT to projects in QBO) received any error messages during the process? Did they successfully import/convert the list but without the projects? Any additional information will help me provide the best resolution for your concern.

Please click the Reply button below to add more details.

I'm looking forward to hearing from you soon.

S

Sabatino Construction Group

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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