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a1carpetcleaners
December 11, 2018
Solved

How do I turn a existing Customer into a Job?

  • December 11, 2018
  • 3 replies
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 I have already have a Customer with 2 invoices at one locaton. Called "Shiloh Interpitive Center" I need to Create a CUSTOMER as the PARENT Customer, "Shiloh National Parks" then move the existing customer to a JOB where I can add other jobs/locations. How do I do This, seeing that there is no drop down list on the upper right hand side for edit customer job screen?

    Best answer by qbteachmt

    "I need to Create a CUSTOMER as the PARENT Customer, "Shiloh National Parks" "

    Yes. Open the Customer Center, make sure you are viewing that in Hierarchical View, and Add that customer name.

    "then move the existing customer to a JOB"

    Yes; pause the cursor on the little handle to the left of the Name, to see your mouse become a Four-Headed arrow. Click and drag it Under, then to the Right = Indent, under the new Customer Name. This = Demoted to be Job.

    "How do I do This, seeing that there is no drop down list on the upper right hand side for edit customer job screen?"

    That only shows up with Edit Job.


    3 replies

    qbteachmt
    qbteachmtAnswer
    December 11, 2018

    "I need to Create a CUSTOMER as the PARENT Customer, "Shiloh National Parks" "

    Yes. Open the Customer Center, make sure you are viewing that in Hierarchical View, and Add that customer name.

    "then move the existing customer to a JOB"

    Yes; pause the cursor on the little handle to the left of the Name, to see your mouse become a Four-Headed arrow. Click and drag it Under, then to the Right = Indent, under the new Customer Name. This = Demoted to be Job.

    "How do I do This, seeing that there is no drop down list on the upper right hand side for edit customer job screen?"

    That only shows up with Edit Job.


      A
      a1carpetcleanersAuthor
      December 11, 2018
      Thanks, I JUST figured it out.. Works Great..
        R
        ROFG-JJACKSON
        August 28, 2020

        I would like to turn customers into jobs as well in order to "parent" certain customers solely to be able to view this new parent account in "Snapshots". But it will not move the Customer to the new account as there have been payments made to the jobs that are under the Customer I want to move. 

         

        Does the "Snapshot" feature work for classes? I don't believe it does but it would be great if Quickbooks Enterprise included this feature. I have all customers and expenses classed so that I can run P&L by classes but this doesn't provide the same information as the snapshot feature mentioned above. Or does it? Any help with this issue would be great.

         

        Thanks!

        N
        Nick_M
        August 28, 2020

        Hi there, ROFG-JJACKSON. 

         

        Thanks for dropping by the Community with your question today. I'm happy to provide some feedback, unfortunately, at this time the Snapshot feature doesn't work with classes. However, i'm going to recommend it to our Product engineering team to see if its a feature that can be implemented in a future update. Thank you for your time and keep an eye on the QuickBooks Blog as it has all your update information you need. 

         

        If you have any other questions, please post them below.

        R
        ravensthroat
        November 25, 2020

        I'm back, still having the same issues from a couple of years ago.  I've asked my accountants, this forum, friends, neighbors, FB groups and INTUIT/QB help/but no help.  HOW DO I TURN EXISTING CUSTOMER INTO A JOB?? on MacBook Pro Desktop.  Apparently this is an issue!!!

         

        Is there ANYONE that can help? Or do i just have to pay the accountants and book keeper to fumble thru this MESS?!

         

        Thanks in advance to anyone who can help!

        ginger

        A
        AANLLC
        July 3, 2021

        If you actually just trying to make a current Customer into a Job of another "Customer" then goto:

        Customer Center

        Select the dropdown for the New Customer &Job and select Add Multiple Customer and Jobs.

         

        In this screen you can move around your Jobs and Customers as needed at one time and not have to try and mess with it on a one to one basis as it takes longer and can be frustrating to get it to toggle right with the dang diamond.

         

        I hope this helps all, I have the same client in two different places and this is the way I can keep them straight ( categorize by type of client(this becomes the company)).

         

        Robin

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