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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. 

B
BK-PaulDavis
July 5, 2023

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.

 

M
MelroseV
Level 1
March 10, 2024

I am having a similar issue. I need to convert my customers into projects. Since they are all currently customers & not sub-customers, i created new customers. Then I made my existing customers, which have all my transactions tied to, sub customers of the next customers. 

 

After this is completed, I have tried over & over to follow the steps listed & I am never offered the option to merge the new project & sub customer so that all of my transactions transfer also. Is this possible to do this way or am i doing something incorrectly?


I appreciate your effort in following the suggestions above, Mr_wright4. I'm here to help you transfer your existing transaction to QuickBooks Online.

In QuickBooks Online, you can transfer the existing transaction from a customer to a project.

 

Here's how to add an unpaid invoice:

 

  1. Go to Sales and click Invoices.
  2. Find and select the unpaid invoice
  3. Select Edit invoice.
  4. Click the Customer dropdown. Then select the project.
  5. Select Save.

 

To add the paid invoice to the project:

 

  1. Go to Sales and select Invoices.
  2. Find and click the paid invoice you want to add to a project.
  3. Click Edit invoice.
  4. Select the Customer dropdown. Then select the project.
  5. Click Save.

 

To add existing expenses to a project:

 

  1. Go to Expenses and then click Expenses.
  2. Find and select the transaction you want to add to your project.
  3. In the Customer/Project column, select the dropdown, then select the project you want to add the transaction to.
    Note: Do this for each expense item you want to add to your project. This is different from the payee for the expense.
    If you don’t see the Customer / Project column, go to Settings ⚙ and select Account and settings. Then, turn on Track expenses and items by customer from the Expense section.
  4. Select Save and close. You may also select other save options.

 

Additionally, you can refer to the following articles that contain step-by-step instructions on how to calculate profits, cost by project, and other related topics: 
 


If you have additional questions regarding the projects in QuickBooks Online, please don't hesitate to post them here in the Community space.

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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