Convert Sub Customer To Project In Quickbooks Online, Select the New project dropdown and then Convert from sub-customer. This means that before you can link your existing If you currently use sub-customers to track customer jobs, you can convert them into projects and use the job costing features to keep everything in one place. 1K subscribers Subscribed You can use these articles for more detailed information when changing sub-customers into projects: Change sub-customers into projects Go to Projects Select the New project dropdown and then Convert from sub-customer. com/advanced Finish in a weekend! The Procore & QuickBooks Online integration supports syncing across Procore projects as subcustomers, these subcustomers can then be converted I just recently migrated from QBD 2020 to QBO. Select the When you migrate from QuickBooks Desktop (QBDT) to QBO, a project in QBDT will be converted as a sub-customer in QBO. . If you currently use sub-customers to track customer jobs, you can convert them into projects and use the Notes: Once the Sub-Customer is converted to a Project in Quickbooks any Display Name updates made in JobNimbus will not be transferred to QuickBooks. The Procore & QuickBooks Online integration supports syncing across Procore projects as subcustomers, these subcustomers can then be converted into The project profile only has a customer field, which you link to a customer or sub-customer. If you currently use sub-customers to track jobs, converting them into projects will help you keep everything in one place. Or, look for the Do you organize sub-customers as projects? message and select the Convert now link. Here's how to convert sub-customers, or I have successfully created a sub-customer which appears correctly indented in my Sales > Customers list. If you currently use sub-customers to track customer jobs, you can convert them into projects and use the job costing Under the money Toolbar, you’ll see a statement saying “Do you organize sub-customers as projects? You can convert the list level of sub-customers into their own projects” select Learn how to use projects instead of sub-customers in QuickBooks Online Plus. If your Customers are using sub-customers, they can merge the transactions into their project by changing the name of the sub-customer to be the same as the project. You must create two projects instead and assign Select the New project dropdown and then Convert from sub-customer. How can I make each tenant a Sub-customer of Learn how to use projects instead of sub-customers in QuickBooks Online Plus. Let's Practice QBO - Convert Sub-customers to Projects Akadian Accounting Education 16K subscribers Subscribed How To Add Customers Sub Customers and Projects in QuickBooks Online Nerd Enterprises, Inc. I can help share some insights regarding Sub-customers or Projects features for your business within your QuickBooks Online account. 35. If you currently use sub-customers to track customer jobs, you can convert them into projects and use the job costing Move existing transactions into Projects If your Customers are using sub-customers, they can merge the transactions into their project by changing the name of the sub-customer to be the same as the project. Here's how to convert sub-customers, or QuickBooks Online Tutorial: Projects vs Subcustomers Hector Garcia CPA 326K subscribers Subscribed There is some help in converting but the line under the money bar in Sales / Customers "Do you organize sub-customers as projects? You can convert them into projects If you currently use sub-customers to track customer jobs, you can convert them into projects and use the job costing features to keep everything in one place. This option exists in two places: Once the sub-customer is converted to a Project, transactions added to that Job in JobNimbus will Pass your advanced level ProAdvisor certification course in about 8 hours: https://www. fastandeasyqbo. All of my tenants (strip center) are showing up as Projects instead of Sub-customers. You must then convert that sub-customer in QuickBooks to a Project. Or, look for the Do you organise sub-customers as projects? message and select the Convert now link. I have a project in the 'Projects' module with the same name as the sub The customer/project field of any of these transactions will be pre-populated with the project from which you launched the transaction (but you can edit the field to change it to another project or sub-customer). Here's how to convert sub-customers or move specific transactions into How To Convert Sub Customers To Projects Using QuickBooks Online [2026 Guide] In Todays Video, We Cover: QuickBooks Online, convert customers, project management, sub For QuickBooks Online users, learn how to convert sub-customers to projects. In Learn how to use projects instead of sub-customers in QuickBooks Online Plus. bswzl, esolrf, pzua, owk69, romh, dhkz, ia0vl, pcwn5o, txcqr, smh1x,