I have here the steps to convert sub-customer to project, @mhovley.
First, make sure that the Project feature is turned on every time you convert or merge a sub-customer to an existing project.
Here’s how:
1. Select Settings ⚙, then select Account and settings.
2. Go to the Advanced tab.
3. Find the Projects section and select Edit ✎ to expand it.
4. Select the Organise all job-related activity in one place checkbox.
5. Select Save and close your settings.
If you already have an existing sub-customer and project, you can merge them. This transfers your existing sub-customer transactions to an existing project:
1. Select the Projects menu.
2. Find the project you want to merge your sub-customer with.
3. Copy the name of the project.
4. Go to the Sales menu and then select the Customers tab.
5. Find and open the sub-customer.
6. Select Edit.
7. In the edit window, change the Display name to match the project name exactly.
8. When you're ready, select Save and Yes to confirm the merge.
You can use these articles for more detailed information when changing sub-customers into projects:
Please know that we always have your back, @mhovley. Get back to us here in the Community at any time if you have more concerns.
