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customers vs jobs

How to convert a customer to be a job of a different customer

 

so I have few customers that are changing to be a job of a third party customers.  how to convert the customer to a job?

 

any ideas?

3 Comments
QuickBooks Team

Re: customers vs jobs

Hello there, @Amy mosis.

 

You can convert the job to a customer in QuickBooks. Let me show you how to do it.

 

Here's how:

  1. Go to the Customers.
  2. Select Customer Center.
  3. Click on Customers & Jobs.
  4. Select the job name you want to convert.
  5. Drag the name to the left side of the page.

Once done, the job name is now converted to a customer name.

 

If there's anything else I can help you with, feel free to comment or post again here in the Community!

Not applicable

Re: customers vs jobs

thanks

however I need to do it the other way round

I need to change customer to be a job of a different customer

is there a way to do that

 

thanks again

QuickBooks Team

Re: customers vs jobs

It's nice to see you again in the Community, @Amy mosis.

 

Currently, there's no way to move an existing job to a different customer in QuickBooks.

 

For your future help, you can read this article: Tracking job costs in QuickBooks Desktop

 

Feel free to leave a comment below if you have any other questions. It'll be always my pleasure to lend you a helping hand.

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