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Replying to:
katherinejoyceO
QuickBooks Team

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Welcome to this forum, @dustinyoung. I see that some of your sub-customers are under the same customer as others are the only ones converted. And only a few have been able to turn into projects.

 

In your case, ensure the sub-customer is connected to only one main parent customer to make it work. It can't be a sub-customer of a sub-customer. Here's how:

 

  1. Go to Get paid & pay, then select Customers.
  2. Look for the sub-customer you want to convert, then select the sub-customer's profile and click Edit.
  3. From the Sub-customer dropdown, select the main customer. This is also known as the parent customer.

 

Then, make sure also that your sub-customer doesn't have any sub-customers:

 

  1. On the same page, look for any sub-customers of the sub-customer you want to convert.
  2. Select the sub-customer's profile, then click Edit.
  3. Uncheck the Is sub-customer box, and if there are more sub-customers, remove them as well.

 

You can also visit this article for more insights about using projects and converting sub-customers or move only specific transactions into projects: Change sub-customers into projects.

 

Know that I'm always here to guide you should you need more help in managing your sub-customers and turn them into a project. Take care!

 

 

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