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Is there a way to change a job to a new customer? [QuickBooks for Mac v. 2015]

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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Best answer 12-10-2018

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Established Community Backer ***

From the gear icon at the bottom left of the customer cen...

From the gear icon at the bottom left of the customer center put a check at "enable custom ordering". Select the job and drag it left and up. Payments will remain at what ever level they were received.

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Established Community Backer ***

From the gear icon at the bottom left of the customer cen...

From the gear icon at the bottom left of the customer center put a check at "enable custom ordering". Select the job and drag it left and up. Payments will remain at what ever level they were received.

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Worked perfectly! Thank you so much for your help!

Worked perfectly! Thank you so much for your help!
Established Community Backer ***

You're welcome

You're welcome
Active Member

Re: From the gear icon at the bottom left of the customer cen...

I use the latest version of quickbooks but on RightNetworks virtual desktop.  There is no gear icon shown in the lower left.

QuickBooks Team

Re: From the gear icon at the bottom left of the customer cen...

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.

 

Here's how:

  1. Click the Customers menu.
  2. Go to Customer Center.
  3. Click New Customer & Job, then choose Add Job.
  4. Fill in the necessary fields.
  5. Click the CUSTOMER drop-down, then choose the customer.
  6. Click OK.

Please check the screenshots below.

 

 

 

Feel free to visit the Community if you have other concerns. 

me8
Community Explorer **

Re: From the gear icon at the bottom left of the customer cen...

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.

QuickBooks Team

Re: From the gear icon at the bottom left of the customer cen...

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.

  1. Go to Customers.
  2. Select Customer Center.
  3. Find and double-click to open the job's profile.
  4. Remove the customer's name from the Customer field.
  5. Click OK.

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.