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M
mhovley
January 23, 2021
Question

Can't convert subcustomer to project

  • January 23, 2021
  • 2 replies
  • 0 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.

2 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 23, 2021

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. 

MaryLandT
MaryLandT
January 24, 2021

Let me provide additional steps to keep it working, mhovley.

 

QuickBooks Online uses browser cache and cookies to run faster. Sometimes, these can cause unusual behavior in the system when there too much data in the file.

 

That being said, you can clear the browser's cache and cookies to isolate and fix the issue. Follow the steps to clear cache for your browser:

After clearing the cache, make sure to restart your browser. 

 

As an alternative, you can use other supported browsers to have the best and most secure experience while using QuickBooks.

 

Once done, go back and convert sub-customers into a project.

 

Let me know if there's anything else you need with QuickBooks. I'll be right here to help you.

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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