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Buy nowHave 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.
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:
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.
Just a thank you to Joesem M.
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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