Question

Can't convert subcustomer to project

Forum|Forum|5 years ago
January 23, 2021
15 replies
146 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.

M

mhovleyAuthor

This is exactly what I have done dozens of times. It has worked three times. The other dozens of tries have failed to merge and just make a new empty project. I can see no difference between the times it has worked and the times it hasn’t, but there must be something.

Kristine Mae

Moderator

This didn't work. I cleared the cache, restarted Chrome, and once again it creates a blank project instead of merging.

We want this fixed as much as you do, Mhovley. Let me route you to a different department.

I suggest reaching out to our customer care support so an agent can take a better look at this. They have more tools to investigate the issue further. Here's how:

Click Help inside QuickBooks Online.
Enter "I need a human" in the Type something field.
Select I still need a human.
Click Contact Us.
Select either Start messaging or Get a callback.

Please take note of our support hours so you can get in touch with us.

You're always welcome to post in the Community if you have other concerns. Keep safe!

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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