Convert Sub Customers to Projects Using QuickBooks Online

Поделиться
HTML-код
  • Опубликовано: 4 ноя 2024

Комментарии • 11

  • @RobertBurkhardt-z1i
    @RobertBurkhardt-z1i Год назад

    Hey Steve, is it possible to go back in the other direction from Projects to Subcustomers? We started using projects, but it doesn't play well with one of our integrations and has created more work for us.

    • @SteveChase1
      @SteveChase1  Год назад

      Yes it is possible. If you have QB Payments on your invoices it is a bit tricky.

    • @RobertBurkhardt-z1i
      @RobertBurkhardt-z1i Год назад

      @@SteveChase1 Do you have any videos or resources showing how it can be done? I've done a couple of searches, but have only been able to find material related to subcustomers>projects.

  • @amberjacobs1895
    @amberjacobs1895 Год назад

    Hi! We have a glass & mirror shop where we specialize in shower enclosures, but we also do windows, doors, IG units, commercial storefronts, and we also cut custom pieces of glass. I’m looking for software that will help me keep track of a project process… not just the financial part. Have any ideas?

    • @SteveChase1
      @SteveChase1  Год назад

      I like Microsoft OneNote. You may look into Trello.

    • @bruceottepainting
      @bruceottepainting 4 месяца назад

      Try Housecall Pro. That sounds like one that would work pretty well and it works with QBO

  • @Analyst-f4r
    @Analyst-f4r Месяц назад

    is there any other way to do this? as I have lots of sub-customers & there is no search option in the project sub-customer section

    • @SteveChase1
      @SteveChase1  Месяц назад

      Here is QBO tutorial on how to convert sub customers quickbooks.intuit.com/learn-support/en-us/help-article/accounting-bookkeeping/change-sub-customers-projects/L0GzJsoue_US_en_US?msockid=0680e6b1f7ea669215a0f2d3f66467bd

  • @SavaGambiroza
    @SavaGambiroza 9 месяцев назад

    I followed the instructions and I'm getting a message; "you dont have any sub-customers that can be converted to projects".
    I tried a few times and keep getting the same message. Any advice?

  • @LisaBrooklyn-w9c
    @LisaBrooklyn-w9c 8 месяцев назад

    can you bulk move existing invoices from a customer to a sub customer.

  • @ritambabazi1212
    @ritambabazi1212 2 года назад

    Mine wont give me all subcustomers