Skip to main content
M
Morrswife
September 30, 2024
Question

Making a Job a Customer

  • September 30, 2024
  • 2 replies
  • 0 views

Using QB DT - The previous billing person made multiple jobs under one customer, and they should have been their own customer.  Example:  Mom and Dad are listed as the Customer, and each child is listed as a Job.  Children are now adults.  How can I move them to be their own Customer and not still under mom and dad?  

Customer: Mom & Dad

          Job Name: Junior

          Job Name: Suzie

          Job Name: Jacob

I don't want to lose the information for each child.  Is this possible?

 

 

 

2 replies

K
KimAnnVA
September 30, 2024

If there are sub accounts under one name, you can go into the sub account select "edit" and remove "sub account",  It should be located under the customer name. 

 

Please be aware that if a payment was applied to the primary, you will have to manually go in and apply to account you moved.  Also keep in mind that you may need to perform a bank reconciliation afterwards in any bank accounts where payments were moved.  

BigRedConsulting
BigRedConsulting
September 30, 2024

To make a Job a customer, edit the Job, remove the contents of the Customer field, and then save the record:

M
MorrswifeAuthor
October 1, 2024

I tried this on a couple of clients, but received a - "You have received payments to this job's invoices from customer 'XXXX XXXX'.  As a result, you cannot move or reparent this job to a different customer.  This restriction is in place to keep your customer balances accurate." So it's a no-go.  Thanks for the help! 

K
KimAnnVA
October 11, 2024

Not sure if this helps but you do have to separate transactions on the parent to the sub accounts for it to work. 

 

Example :  If "Mom and Dad" account has invoice for "Junior" as well as payment for invoice but when you click on "Junior" sub account and it is empty, this could be why you cannot move.  

 

Also if "Mom and Dad" paid for all three sub accounts with one check, not recommended to move as it is set up correctly with Parent and sub accounts.  Only move a sub account if all transactions are stand alone. 

 

Not ideal, but in the past I have temporarily changed the invoice and payment to dummy customer and then moved back after separating but you will need to track this, which is why I set up a customer called "temp customer"

Terms & ConditionsAccessibility statement