Office user accidentally entered a new customer as a job under another customer 8 months ago and that new customer (job) has had many invoices and payments since. Is there an easy way to change that job to an actual separate customer? Or do we need to delete and re-enter everything correctly? Thanks for your help!
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I use the latest version of quickbooks but on RightNetworks virtual desktop. There is no gear icon shown in the lower left.
Hello there, Flynn.
In QuickBooks Desktop, you can only change the customer linked to a job. You'll want to create another job to link it to your customer.
Please check the screenshots below.
Feel free to visit the Community if you have other concerns.
I'm looking for an answer to the original question. In Quickbooks Desktop, I'd like to change all of my jobs into customers (so each can have it's own county tax code). How can that be done?
The reason I'm doing this is because currently I have several jobs in different counties. Manual changing of tax codes is a beast of a time-eater.
Glad to have you here, @me8!
You can remove the customer's name in your job's profile to change it. I'll be happy to help you accomplish this.
Once done, your job's information will now be changed to a customer.
I've included a few screenshots for your visual reference.
Feel free to leave a comment below if you have any other questions about changing the profile of your customers or jobs. It'll be always my pleasure to lend you a helping hand.