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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
MaryLandT
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Hi there, piejam,

 

In QuickBooks Online (QBO), converting a sub-customer to a project is irreversible. Thus, you're unable to convert  a project into a customer.

 

You need to delete those projects and add then again as customers. Let me show you how:

 

  1. Go to the Projects menu.
  2. Select All statuses from the drop-down so you can see the list of projects.
  3. Click the arrow under Actions, then select Delete.
    delete a project.PNG
  4. Confirm the deletion process.

Once done, here's how to add a customer:

  1. Go to the Sales menu.
  2. Select the Customers tab.
  3. Select New Customer.
  4. Enter your customer’s info.
  5. Click Save.

Check out this link to learn more about organizing your customers: Add and manage customers in QuickBooks Online

 

Don't hesitate to leave a comment below if there's anything else I can do for you with QuickBooks. Just leave a comment below, and I'll get back to you.

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