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Level 1

Customer Types for all Jobs of a Customer

We have several customers that are setup with a certain Customer Type. How can we have the jobs for these customers automatically get the Customer Type from the customer? 

Solved
Best answer 10-30-2018

Best Answers
Highlighted
Anonymous
Not applicable

Customer Types for all Jobs of a Customer

Good day, steen,

 

That's a great question! Let me help you with your customer setup.

 

Once you add a new job to an existing customer, QuickBooks will automatically apply its Customer Type to the job. You'll only need to make sure you're able to set the client's Customer type first before adding the job.

 

Let me guide you through the steps:

 

  1. Go to the Customer tab.
  2. Select Customer Center.
  3. Click on New Customer & Job drop-down.
  4. Choose Add Job.
  5. Enter the Job Name.
  6. Choose the correct customer in the Customer field.
  7. Click OK.

 

However, if you added the job prior to adding the Customer Type in the customer's profile, your only option is to update the jobs manually. Here's how:

 

  1. In the Customer Center.
  2. Double-click the job.
  3. Click the Additional Info tab then enter the correct Customer Type.
  4. Click OK.

 

That's it, steen, Please feel free to get back to me if you have any more questions with QuickBooks. All the best!

 

View solution in original post

3 Comments
Highlighted
Anonymous
Not applicable

Customer Types for all Jobs of a Customer

Good day, steen,

 

That's a great question! Let me help you with your customer setup.

 

Once you add a new job to an existing customer, QuickBooks will automatically apply its Customer Type to the job. You'll only need to make sure you're able to set the client's Customer type first before adding the job.

 

Let me guide you through the steps:

 

  1. Go to the Customer tab.
  2. Select Customer Center.
  3. Click on New Customer & Job drop-down.
  4. Choose Add Job.
  5. Enter the Job Name.
  6. Choose the correct customer in the Customer field.
  7. Click OK.

 

However, if you added the job prior to adding the Customer Type in the customer's profile, your only option is to update the jobs manually. Here's how:

 

  1. In the Customer Center.
  2. Double-click the job.
  3. Click the Additional Info tab then enter the correct Customer Type.
  4. Click OK.

 

That's it, steen, Please feel free to get back to me if you have any more questions with QuickBooks. All the best!

 

View solution in original post

Highlighted
Level 15

Customer Types for all Jobs of a Customer

If you did not have Customer Type already defaulted when adding jobs, or you need to Change it, then don't bother with the Edit Name function. Go to Lists menu > Add/Edit Multiple > Customers, Customize the Columns to put this info as a column into your view. Put Job Of and Customer Type, for instance, on your view and to your left. Now put the customer name in the search field. Update Customer Type, right click, Copy Down. Hit Save.

Highlighted
Level 1

Customer Types for all Jobs of a Customer

Thank you!

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