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LarryHD2
Level 3

convert sub-customers WITH children into projects

trying to move from QBD (premier Plus Pro) to QBO+ bit it's becoming frustrating....

 

I imported 25 years worth of data into QBO...  all went OK with some various problems

 

One major one is that in QBD we had many jobs with "children"...  Client>Job>sub-job  where the clients for the "sub-job" was the "job".  The sub-job is a "child" to the Job.

 

I went to convert all of our jobs into projects in QBO.  The problem is that it will only covert the job furthest out on the tree...  so with the Client>Job>sub-job scenario, only the "sub-job" will convert to a project.  If there is a Job without a sub-job then the Job will convert.

 

I have spent hours on the phone with QB support and was essentially told it wasn't possible to convert a Job with children into a project.... they said I could create a new project then go in and associate all of the expenses with it, but that would literally take months of work....  

 

If anyone has gotten a better answer or figured out a way to convert sub-customers WITH children into projects, I'd sure appreciate the help.

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