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M
MaryH-Online
August 18, 2021
Question

Converting to Projects

  • August 18, 2021
  • 1 reply
  • 0 views

Would it be advantageous or not to convert sub-customers to projects in former years.

I am not wanting to mess with the accounts that are already closed, but our sub-customers are actually projects, but that option has only just become available. TIA, Mary

1 reply

J
JamesM4
August 18, 2021

Hello Mary,

 

QuickBooks Online is a versatile program that offers a variety of features and resources that help you streamline your work. I'm happy to learn you're using the Projects feature to help bring your finances into perspective. 

 

Converting your sub-customers to projects allows you to use the job costing features that allow you to keep your financials in one place. In case you decide to take this route, I encourage you to check out this helpful article that shows you how to: Change sub-customers into projects. I'll also leave this question open in the community so other members can chime in and share their expert advice on this. 

 

Otherwise, you're more than welcome to ask other questions. I'm here to help you achieve your QuickBooks goals. 

 

 

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