Account management
Let's get this resolved, @AlexisR. I've got the steps to help you achieve your goal of converting a customer to a customer's project in QuickBooks Online (QBO).
You can accomplish this by temporarily creating a new dummy customer, making Customer A and Customer B sub-customers and then converting them into a project. First, create a dummy customer with a different name than Customer A.
Once you have a dummy customer, let's have it as your parent customer that you will rename to Customer A later on. Follow the steps below to proceed making Customer A and Customer B sub-customers:
- Go to Sales, then select Customers.
- Pick Customer A and Customer B and click Edit.
- Select the Is a sub-customer checkbox.
- Choose the dummy customer as a parent account. This is the account that's connected to the project.
- Tap the Bill parent customer checkbox.
After that, you can now convert sub-customers to a project. Let me show you how:
- Go to Sales, then select Customers.
- Click the New project ▼ dropdown and then Convert from sub-customer.
- Pick Convert to complete the process.
Finally, you can edit the projects' names and the customer name accordingly.
If you have further questions about handling projects or customers in QBO, please let me know by commenting below. I'm always glad to help. Have a good day!
Account management
Thanks for getting back into this thread, @AlexisR. I'll clarify things for you so you can proceed with converting your customers to a project in QuickBooks Online (QBO).
Beforehand, please know that I've updated my response above to avoid confusion with the process.
Regarding your concern, all of your transactions related to the sub-customer will also be moved to the projects once converted. Just make sure to select the correct status during the procedure.
Here are some sample screenshots of how the transactions appear on the projects and customer's transaction list:
Additionally, once you set up your projects, you can track income, expenses, timesheets, and labor costs. You can check out this article to learn more about this option: Track hourly labor costs and profitability by project in QuickBooks Online.
I'd love to get updates on how this goes. You're always welcome to add a comment below if you have further questions about handling projects in QBO. Have a great day!
