I ran into this issue when reorganizing many customers for a client. They were already precategorized as sub-customers or jobs of a customer name. We'll say Customer "Name 1". I wanted to group a number of those jobs under another name, "Name 2". So it became Name 1:Name 2:Job Name. When I did this, the reporting and payment data didn't show anything for those jobs. I tried the steps above. It seems, they were too many subcategories deep... When I went to Edit/Add multiple customers, I created a new Customer as "Name 2" and reassigned them as a job to Name 2 (Quick way is to edit the columns you see, filter your search as much as you can, type in Name 2 in the JOB OF column, right click, and copy down). Everything is now showing as it should be.