How to Convert a Sub-customer to a Project in QuickBooks Online
- Mark Vieno |
- 16 steps |
- 3 minutes
Alert! Converting a Sub-customer to a Project is irreversible. Once you make the conversion, you will not be able to convert the Project back to a Sub-customer.
1
Click "Customers" to find your the Sub-customer that you want to convert to a Project.
2
Click the Sub-customer that you want to convert to a Project.
3
Click "Edit" when the Sub-customer opens.
4
Ensure that "Bill parent customer" is selected.
5
Click "Save"
Tip! The conversion will fail if any unbilled time or expense is associated with the sub-customer, so ensure that you follow the next step.
6
Click "Edit" for any open transactions listed for the sub-customer. "Open" means that the transactions have been coded as "Billable". In order to convert a sub-customer to a project, you will either need to invoice all the billable items first, or uncheck the Billable check box for each.
7
Click the "Billable (/hr)" field to unselect it for billing and then save the record. Do this for all items that are "Open".
8
After removing all billable items from the sub-customer, click "Projects" on the left-hand menu.
9
Click the down-arrow next to "New Project".
Alert! Click the down arrow. Do not try to create a new project. You want to convert from a sub-customer.
10
Click "Convert from sub-customer".
11
Select the Sub-customer that you want to convert.
Tip! You can select more than one sub-customer for the same customer.
12
Select the appropriate status.
13
Click "Convert"
14
Click "Continue"
15
Click "OK"
16
Your Sub-customer is now converted to a Project.
