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Level 1

How do I turn a existing Customer into a Job?

 I have already have a Customer with 2 invoices at one locaton. Called "Shiloh Interpitive Center" I need to Create a CUSTOMER as the PARENT Customer, "Shiloh National Parks" then move the existing customer to a JOB where I can add other jobs/locations. How do I do This, seeing that there is no drop down list on the upper right hand side for edit customer job screen?

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Best answer 12-10-2018

Accepted Solutions
Level 15

"I need to Create a CUSTOMER as the PARENT Customer, "Shi...

"I need to Create a CUSTOMER as the PARENT Customer, "Shiloh National Parks" "

Yes. Open the Customer Center, make sure you are viewing that in Hierarchical View, and Add that customer name.

"then move the existing customer to a JOB"

Yes; pause the cursor on the little handle to the left of the Name, to see your mouse become a Four-Headed arrow. Click and drag it Under, then to the Right = Indent, under the new Customer Name. This = Demoted to be Job.

"How do I do This, seeing that there is no drop down list on the upper right hand side for edit customer job screen?"

That only shows up with Edit Job.


View solution in original post

12 Comments
Level 15

"I need to Create a CUSTOMER as the PARENT Customer, "Shi...

"I need to Create a CUSTOMER as the PARENT Customer, "Shiloh National Parks" "

Yes. Open the Customer Center, make sure you are viewing that in Hierarchical View, and Add that customer name.

"then move the existing customer to a JOB"

Yes; pause the cursor on the little handle to the left of the Name, to see your mouse become a Four-Headed arrow. Click and drag it Under, then to the Right = Indent, under the new Customer Name. This = Demoted to be Job.

"How do I do This, seeing that there is no drop down list on the upper right hand side for edit customer job screen?"

That only shows up with Edit Job.


View solution in original post

Level 1

Thanks, I JUST figured it out.. Works Great..

Thanks, I JUST figured it out.. Works Great..
Level 1

Re: "I need to Create a CUSTOMER as the PARENT Customer, "Shi...

I have the same question but on a MacBook Pro.  Cannot find the 'handle' or diamond to left of name? help please!  

QuickBooks Team

Re: "I need to Create a CUSTOMER as the PARENT Customer, "Shi...

Hi there, ravensthroat! 

 

Thanks for joining this thread and letting us know about the QuickBooks product you're using. The answer provided by @qbteachmt above is really interesting and helpful. Allow me to share the steps specifically for QuickBooks Desktop Mac. 

 

The customer names in the product you're using don't have a handle or diamond to the left of them. Instead, you can see a clickable arrow to show all the jobs associated with it. 

 

To convert an existing customer to a job, you need to do it from the Add/Edit Multiple Customer window. Here are 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 if that customer already has transactions, they will now be assigned to the new parent customer (as a part of the job).

 

If you have other questions in mind, feel free to reply below. I'll be delighted to answer them for you. 

Level 1

Re: "I need to Create a CUSTOMER as the PARENT Customer, "Shi...

Hi, thanks for replying.  Sorry, but I must have a different version or something?  I cannot see or find the options you mentioned.  I do not have the option for add/edit multiple customer jobs?  

 

I have a customer, that I need to make a job so that I can have another job assigned to using the same customer.  I AM SO FRUSTRATED both with apple and quickbooks.  

Level 1

Re: "I need to Create a CUSTOMER as the PARENT Customer, "Shi...

I am using MacBook Pro high sierra and QB 2016 Desktop.  Not having any luck calling for help w/intuit or attempting to use their 'link' for directions.  I cannot 'click and drag' to make a current customer a job.  I am so frustrated with both apple and qb . Who can help me???

Level 1

Re: "I need to Create a CUSTOMER as the PARENT Customer, "Shi...

Doesn't work! Don't see any of those options!

QuickBooks Team

Re: "I need to Create a CUSTOMER as the PARENT Customer, "Shi...

Hello there, ravensthroat.

 

Thanks for getting back to us. I'm here to guide you to the right support so you can get the help you need.

 

Our Established Community Backer qbteachmt and my colleague VivienJ was able to provide the exact steps on how to move the existing customer's to a Job both QuickBooks Desktop and Mac. Since you can't find those options provided, I encourage you to contact our QuickBooks Technical Support Team. They have additional tools to pull up your account in a secure environment and do a remote session.

 

Here's how you can contact our support: 

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Select the version of QuickBooks, and click Contact Us.
  3. Type-in Technical Support on the search bar.
  4. Click Get the Phone number below.

Please let me know how it goes by clicking the Reply button below. I'm always here to help if you have any other questions. Have a good one. 

Level 1

Re: "I need to Create a CUSTOMER as the PARENT Customer, "Shi...

Hello,  thanks for taking the time to reply . I did indeed phone in for support and after an hour on the phone, the tech sent me an email w/two steps: Click and drag one customer under the other to make the first one a job.  I do understand what he and also the written replies have been, however, I am not able to successfully do this on this macbook pro, high sierra version.  I still cannot seem to figure out how to click and drag while qb is open? I guess I am just going to have to make up a duplicate customer with a different job and just tell my accountant it's yet another glitch in QB using desktop for macbook pro.  Unfortunately, there are many bug issues when using the mac as we have learned.

Moderator

Re: "I need to Create a CUSTOMER as the PARENT Customer, "Shi...

I appreciate you for coming back to the Community, ravensthroat.

 

Allow me to join in the conversation and share some insights about moving an existing customer to a job in QuickBooks for Mac.


I've consulted our Mac support and they verified that this feature is not yet available in QuickBooks for Mac. You'll have to create a new job under the correct customer name and move the transactions manually.

 

Here's how:

 

To add or edit a job:

  1. Choose Customer, then select Customer Center.
  2. Select the customer you’re doing the job for.
  3. Click the + menu at the bottom of the customer list and click Add Job (see screenshot below).
  4. Enter the name of the Job.
  5. If anything shown in the Address Info section is incorrect for this job, change it. The information 
  6. QuickBooks fills in comes from your customer’s record. If you make any changes here, the changes affect only this job.
  7. Click the Job Info tab. Enter the information about the job and click OK.

To move the transactions to the new job:

  1. Open the transaction.
  2. Update the customer's name.
  3. Click Save.

I also think that this feature would help you run your business better so I've forwarded your ideas to our Product Developers. To help us make QuickBooks for Mac better, I'm inviting you to send your feedback. Most of features come from our customer's ideas.

 

To do so, please follow the steps below:

  1. Choose QuickBooks, then select Preferences.
  2. On the Preferences pane, select Feedback.
  3. Click the Enable sending usage data to Intuit check box. The preference is enabled by default.
  4. Close the Preferences window.

Thanks for letting us know your experience. I'm happy to help some more if you have other questions about QuickBooks for Mac. Have a good one.

 

 

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Level 1

Re: "I need to Create a CUSTOMER as the PARENT Customer, "Shi...

Hi there, thanks so very much for taking the time to respond.  I will print this out and see if we (my bookkeeper and I) can figure it out.  The picture doesn't look like our layout but we will attempt to fumble thru it.  It means alot that you replied.  I didnt get anywhere on the phone call so thanks again.  Also, for confirming that this isn't an option for desktop for QB for macbook pro.  I was beginning to loose my mind, what's left of it.  lol.  Thanks again, take care,ginger

Moderator

Re: "I need to Create a CUSTOMER as the PARENT Customer, "Shi...

You're welcome, @ravensthroat

 

Feel free to let us know how it goes, and we'll take it from there. We'll be here waiting for your response if you need further assistance or if you have additional questions about this.

 

Also, finding new ways to adapt to our customers’ needs is how QuickBooks gets even better. With your feedback, we could add this option to convert an existing customer to a job.

 

I’ll be sure to share your thoughts with our engineers. It's also best if you can send your request by submitting it straight to them. Just follow the steps provided by my colleague @PreciousB

 

Know that you can always drop by here if you need any help with QuickBooks for Mac. The Community will be happy to assist you further. 

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