How to Move existing transactions into Projects in QuickBooks Online

Authored by: Support.com Tech Pro Team

1. Introduction

How to Move existing transactions into Projects in QuickBooks Online

2. Move existing transactions into Projects

If your Customers are using sub-customers, they can merge the transactions into their project by changing the name of the sub-customer to be the same as the project. Here’s how:

1. Set up the project under the same parent customer as the sub-customer. It must be named differently than the sub-Customer.
2. Go back to Customers and choose the sub-customer.
3. Edit the name of the sub-customer to the project name and say Yes to merge.
4. All the transactions for that sub-customer will now be in the project!