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Best answer May 06, 2022
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Hi there, gaterbate!
I appreciate your effort in trying to move the transactions under a parent customer to its job. Creating a new parent profile and making the original a sub-customer can actually work. When doing this, you'll want to name the new profile in a way that QuickBooks will place it at the top of the original. This way, you can drag the diamond icon of the original parent to the right, making it a job of the new profile.
I made a sample where the original parent is Allen Barns and the new parent Allen Barns New. I dragged the diamond icon of the original to the right to make it a job of Allen Barns New.
You can rename the profiles later on and inactivate the original job to have a neater list of customers and jobs. Inactivating a profile can be done by double-clicking it and putting a checkmark in the Job is inactive box and then clicking OK in the next window.
On the other hand, feel free to check out some articles for QuickBooks Desktop on the main support page or press F1 while in QuickBooks and search for the topics you like.
I'm just a comment away if you need further assistance with your lists or anything about QuickBooks. Have a good one!
Hi there, gaterbate!
I appreciate your effort in trying to move the transactions under a parent customer to its job. Creating a new parent profile and making the original a sub-customer can actually work. When doing this, you'll want to name the new profile in a way that QuickBooks will place it at the top of the original. This way, you can drag the diamond icon of the original parent to the right, making it a job of the new profile.
I made a sample where the original parent is Allen Barns and the new parent Allen Barns New. I dragged the diamond icon of the original to the right to make it a job of Allen Barns New.
You can rename the profiles later on and inactivate the original job to have a neater list of customers and jobs. Inactivating a profile can be done by double-clicking it and putting a checkmark in the Job is inactive box and then clicking OK in the next window.
On the other hand, feel free to check out some articles for QuickBooks Desktop on the main support page or press F1 while in QuickBooks and search for the topics you like.
I'm just a comment away if you need further assistance with your lists or anything about QuickBooks. Have a good one!
I'll guide you in fixing this, gaterbate.
Using the Diamond icon, you can drag the job back to its original parent. Take note that unrelated sub-jobs will also be included once you move the parent job. To get rid of them, you'll have to drag the unrelated jobs to the correct parent again or make them inactive as needed. Take a look at my screenshot below:
I've also included an article that will help track how much money you spend and make for each job: Track job costs in QuickBooks Desktop.
Keep me posted if you have any other concerns or additional questions. I've got you covered.
