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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

Accepted Solutions
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.

View solution in original post

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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
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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.

Experienced Member

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

I get this message when I try to modify the customer

 

I am using Premium Contractor 2019 

 

Thanks in advance

Experienced Member

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

I get the following message when I change/delete the customer.

 

We are using Premium Contractor 2019 Desktop.

 

Thanks in advance for your help

QuickBooks Team

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

Thanks for sharing a screenshot of the error, ET0903.

 

It means that a payment was made directly to a parent customer account even if the invoice was made using a job.

 

You'll need to remove both invoice and payments from the job before moving it to the customer account. Here's how:

 

  1. Open the transaction.
  2. Go to the Customer:Job field and reassign it to the correct customer account.
  3. Do the same for the payment.

Once done, go back to the job profile and reassign or move it to the parent account. 

 

 

Experienced Member

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

Thank you for your response.

 

I thought about doing it that way, but in order to move the payments I must determine when they were deposited and remove them, move them to the correct parent and redeposit them.  

 

The job/client problem happened after I did a rebuild ( I did a backup, but didn't notice the mix up until later).  It affected 2 clients and approximately 20 jobs that span over a 3-4 year period.

 

Is there a report that I can run that will help me locate when the deposits were made?  Are there other options?

 

Thanks

Experienced Member

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

Thank you for your response.

 

I thought about doing it that way, but in order to move the payments I must determine when they were deposited and remove them, move them to the correct parent and redeposit them.  

 

The job/client problem happened after I did a rebuild ( I did a backup, but didn't notice the mix up until later).  It affected 2 clients and approximately 20 jobs that span over a 3-4 year period.

 

Is there a report that I can run that will help me locate when the deposits were made?  Are there other options?

 

Thanks

QuickBooks Team

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

We can pull up the Deposit Detail report to view when payments were deposited, ET0903 

 

Let me show you how:

  1. Go to the Reports menu. 
  2. Click Banking and select Deposit Detail
  3. Filter the report period and customize the report to get the information you need. 
  4. The Date column identifies when the amount was deposited. 

You can also export or print the report as your reference before moving them into another bank account. 

 

Leave your reply below if you need more help you with your financial reports. Have a nice day!

Experienced Member

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

Thank you.

 

Than helps a lot.

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