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ELM33
Level 3

In QBD can an existing client be made a job of another client, without losing history.

Have two customers, that are related, but were set up as separately as  customers. I want to put them under a single customer (a parent) as jobs. How would  this be done without losing their history. I know I could recreate them  in this manner, but then the history would remain with the "original" stand-alone client.

 

Thanks for any advice.  

3 Comments 3
JoesemM
Moderator

In QBD can an existing client be made a job of another client, without losing history.

Yes, ELM33. You can make the existing client a job for another client without losing their transaction history.

 

To convert an existing customer to a job, you need to do it from the Add/Edit Multiple Customer window. Here are the steps to guide you through:

 

  1. Open the Customer Center
  2. Locate and right-click the customer name you want to change.
  3. Choose Add/Edit Multiple Customer: Jobs.
  4. Go to the Customize Columns button.
  5. In the Available Columns section, select Job of: and click Add.
  6. Place the Job of: item below the Name by pressing Move Up continuously, then click Ok.
  7. Look for the customer you want to alter and pick the new Parent customer to connect it to in the Job Of: column.
  8. Select Save Changes

 

Please note that if the customer has existing transactions, those transactions will now be linked to the new parent customer as part of the job. Refer to the screenshots for guidance.

 

If you need further assistance, feel free to ask. I'm here to help.

 

ELM33
Level 3

In QBD can an existing client be made a job of another client, without losing history.

Just a thank you to Joesem M. 

GenmarieM
QuickBooks Team

In QBD can an existing client be made a job of another client, without losing history.

You're more than welcome, ELM33.

 

It's great to hear that my colleague's guidance @JoesemM was helpful in resolving your concerns. We're always here to support you and ensure your business operations run as smoothly as possible. 

 

Please don't hesitate to revisit this thread if you have any further questions or require help with managing your data in QuickBooks. The Community is here to support you at any time.

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