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Mr_wright4
March 10, 2024
Question

Changing customers to sub customers, then attempting to merge with projects.

  • March 10, 2024
  • 1 reply
  • 0 views

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?

1 reply

C
CamelleT
March 10, 2024

Thanks for checking out the Community space, Mr_wright.
 

I've checked your posts and found that you've published similar questions twice. Please know that the duplicate one has already been answered by my colleague, MelroseV. You can view her answer through this link: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-can-t-convert-subcustomer-to-project/01/1409614/highlight/true#M212598.
 

I'll be right here if you have follow-up questions regarding this topic. Assistance is just a post away. Have a good one!

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