Customers - converting customers to jobs

E21J · ‎November 29, 2019

Hi, is there a way to convert a customer into a job, i.e. to make one existing customer the job of another or new customer?

For example, one customer has bought another customer but operations are to be kept separate.

Please note that I do not want to merge the customers as this would not achieve my aim as operations are to be kept separate.

Many thanks.

Kristine Mae · ‎December 09, 2019

I can see that you're using the Desktop version, E21J. Let me guide you on how it works in that specific program.

You're unable to convert customers to jobs. You'll have to inactivate and recreate them. Then, set them up under a specific customer.

First, here's how you can inactivate a customer:

Click the Customers menu.
Go to Customer Centre.
Select the customer, then open the profile.
Tick the Customer is inactive box, then click OK.

Then, here's how to recreate them as a job:

Click New Customer & Job, then select Add Job.
Enter a job name.
Click the CUSTOMER drop-down arrow, then select the parent customer.
Enter an opening balance if necessary, then add the date.
Fill in the necessary fields.
Click OK.

If you change your mind and wish to merge them instead, I'll share you the article with the steps to better guide you.

Don't hesitate to drop a comment below if you have more questions. We're just here to address them.

View solution in original post

John C · ‎November 29, 2019

HiE21J

How would you like to account for the income for both jobs, do want to keep them separate or the total to be added together?

E21J · ‎December 09, 2019

HI, if you can give the options for both, that would be great! Many thanks.

Kristine Mae · ‎December 09, 2019

I can see that you're using the Desktop version, E21J. Let me guide you on how it works in that specific program.

You're unable to convert customers to jobs. You'll have to inactivate and recreate them. Then, set them up under a specific customer.

First, here's how you can inactivate a customer:

Click the Customers menu.
Go to Customer Centre.
Select the customer, then open the profile.
Tick the Customer is inactive box, then click OK.

Then, here's how to recreate them as a job:

Click New Customer & Job, then select Add Job.
Enter a job name.
Click the CUSTOMER drop-down arrow, then select the parent customer.
Enter an opening balance if necessary, then add the date.
Fill in the necessary fields.
Click OK.

If you change your mind and wish to merge them instead, I'll share you the article with the steps to better guide you.

Don't hesitate to drop a comment below if you have more questions. We're just here to address them.

E21J · ‎December 12, 2019

Ok, many thanks.

I shall be keeping them separate as I wish to see the history.

SherryKB · ‎September 20, 2023

Hi there,

I have the same scenario, a job was set up as a customer and all costs have been billed to the customer. To recreate a new customer and add the job, how do I move the costs?

AlcaeusF · ‎September 20, 2023

Hello SherryKB,

Welcome to the Community. Allow me to chime in and help you move the costs to QuickBooks Desktop.

A direct way to move the costs to the new job is unavailable. You can edit your billable expenses and correct the attached customer or job (see screenshot below).

However, you'll need to move sales transactions and relink the billable expenses by editing them. There will be a prompt to choose a billable time & cost to link transactions (see additional screenshot).

Note you also can't merge names with sub-customers in QuickBooks. If you don't want to go through the process, you can start fresh and re-enter the transactions.

Additionally, if you enter the same item twice with different names, you can merge them and keep your lists accurate. For your reference, I've attached an article you can visit for QuickBooks Desktop: Merge list entries in QuickBooks Desktop.

Comment below if you need clarification or guidance with moving your transactions to a customer job. We'll be sure to lend a hand. Keep safe always.

SherryKB · ‎September 20, 2023

Thank you! I found a much easier way to move the job that was created as a customer in error. I created the new customer and dragged the diamond of the existing customer to the new customer creating a new job with the existing job costs.

Thanks again!

Kevin_C · ‎September 20, 2023

Thanks for updating us on this, SherryKB.

I appreciate you for sharing the details on how you converted your job that was mistakenly set up as a customer in QuickBooks Desktop. The information you posted will help other users with the same concern.

Please know that the Community forum is always open to help you again if you have other concerns with QuickBooks. Have a great day!

SaraB3 · ‎January 03, 2024

Thank you SherryKB for your reply on this! When viewing the customer list in the Hierarchical view, it's easy to drag and drop to convert the customer to a job. That's exactly what I needed. Thank you!

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Customers - converting customers to jobs