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GolfNut72
Level 4

Moving jobs to customer

[This may be a duplicate message.  I received an error when I posted it, and then corrected the post but still received another error, or the error message didn't clear.  If duplicate, this one can be deleted]

 

Start of Questions -

 

I am not sure this can be done in QBDT Pro or Plus but here goes.

 

I am working with a client and I am updating his books for multiple years, one year at a time.

 

He has been using QBDT Pro since 2005, and we are currently using QBDT Pro 2019. 

 

He is a General Contractor and often does multiple projects for the same client usually over several years.  During the past several years he would create a customer for each job

 

[For Example]

Smith - Bathroom

Smith - Kitchen

Smith - New House

 

Is it possible to create a Customer Record for Smith and move each of the jobs into the main Customer Record?

 

Thanks

 

EJ

 

 

Solved
Best answer August 31, 2020

Best Answers
Catherine_B
QuickBooks Team

Moving jobs to customer

Yes, you can definitely move customers as jobs, GolfNut72.

 

I'll show you the easy steps on how to move existing customers as Jobs. 

 

  1. Go to the Customers menu and select Customer Center.
  2. From the customer's list, hover your mouse to the diamond bullet under Smith - Bathroom.
  3. You'll see a four-headed arrow and then drag it to the right. Do the same steps in moving other customers into a job. 

 

Now the customer is already under the main Smith customer. 

 

 

To help you manage your customers and jobs, you can refer to these articles:

I'm just around the corner if you need more help. YOu take care always and have a great day!

View solution in original post

13 Comments 13
Pabz_L
QuickBooks Team

Moving jobs to customer

Thank you for reaching out to us here in the Community, @GolfNut72.

 

Let me share with you how to set up or add multiple jobs for the same customer in QuickBooks Desktop.

 

Here’s how.

 

  1.  1. Go to the Customers tab.
  2.  2. Select the Customer Center on the drop-down.
  3. 3. Right-click on your customer's name, then select Add Job.
  4.  4. Enter the necessary information, then click OK once done.

 

For your future reference, you may check out this article to track job costs in QuickBooks Desktop: Tracking job costs in QuickBooks Desktop.

 

Please let me know if you have any other questions. I am here to help. Keep safe.

GolfNut72
Level 4

Moving jobs to customer

Pabz_L

 

Thank you for your reply and I understand how to create a new job under a customer.

 

I didn't make myself clear enough.  I have customers that should be jobs.  I have a customer called Smith - Bathroom and another customer called Smith - Kitchen and another just called Smith.

 

Smith is the first job that the contractor did for the Smith's.

 

Can the Smith - Bathroom, and Smith - Kitchen be moved under Smith?

 

I hope I made it more understandable.

 

Thank you

 

EJ

 

Catherine_B
QuickBooks Team

Moving jobs to customer

Yes, you can definitely move customers as jobs, GolfNut72.

 

I'll show you the easy steps on how to move existing customers as Jobs. 

 

  1. Go to the Customers menu and select Customer Center.
  2. From the customer's list, hover your mouse to the diamond bullet under Smith - Bathroom.
  3. You'll see a four-headed arrow and then drag it to the right. Do the same steps in moving other customers into a job. 

 

Now the customer is already under the main Smith customer. 

 

 

To help you manage your customers and jobs, you can refer to these articles:

I'm just around the corner if you need more help. YOu take care always and have a great day!

kavinc3
Level 1

Moving jobs to customer

How can I select multiple jobs under one customer. By accident, a number of jobs were indented under a job number. I want to select them all and drag them back unindented. 

JoesemM
Moderator

Moving jobs to customer

I want to officially welcome you to the Community space, @kavinc3.

 

You can drag the job to its proper place so it will be aligned. Just click the Diamond shape beside the job and drag it under the correct customer. Let me show you how.

 

  1. Go to the Customers menu and click the Customer Center.
  2. On the Customers & Jobs folder, locate the job that became the Parent.
  3. Click the Diamond shape beside the job and drag it under the correct customer.
  4. Once the job is under the customer, click and drag it again to the right side making sure it's aligned to the other jobs. 

In case you need to inactivate the customer's job, so it won't show up in the job posting reports in QuickBooks. Here's how:

 

  1. Go to the Customers menu.
  2. Select Customer Center.
  3. Right-click the name of the customer that you would like to close the job.
  4. Select the Make Customer: Job Inactive.

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To add up, here are some links that you can visit about entering multiple jobs and pulling up reports that contain its details in QuickBooks Desktop for reference:

 

 

If there's anything else that I can assist you with, let me know. I'd be happy to help. Have a lovely day!

kavinc3
Level 1

Moving jobs to customer

I know how (and why) to indent under the customer name but I have over 500 jobs to indent. How do I select multiple jobs?

ShiellaGraceA
QuickBooks Team

Moving jobs to customer

Thanks for getting back to us here, @kavinc3.

 

I have some information about moving multiple customer jobs. While this option is unavailable, you'll want to drag each job one at a time. Please refer to the steps provided by my peer @Joesem M above.

 

In case you need help with other customer-related tasks, click this link to go to our general customer topic with articles.

 

Don't hesitate to come back to this thread if you have follow-up questions or concerns. I'll be here for you. Take care and have a good one.

ISoftAnna
Level 1

Moving jobs to customer

Hi,

So I have a similar but slightly different issue. A former employee somehow disassociated jobs with their parent "customer". Now I am trying to correct the severed connection by reattaching the job to the correct parent account by dragging and dropping the job to the parent account, however, I keep getting the below message. Is there a workaround? While I appreciate QB trying to protect me, the issue that they are trying to protect me from is the issue I need to resolve. When I run a report for open contracts and balances for the Customer, certain contracts were severed and now I can't see all of the open contracts with balances under the parent account.

Is there a way to resolve this?

Thanks!
=) Anna

 

image.png

AlcaeusF
Moderator

Moving jobs to customer

Hi @ISoftAnna,


I appreciate you for joining the thread here in the Community. I'm here to lend a hand with the error message when moving a job to a new parent account.

 

You usually encounter this type of error message if the payments of your invoices are recorded under the parent account. The only way to move the job is by deleting the associated payments.

 

Before making some changes, I suggest securing a backup copy of your company file. This will help you restore data anytime you want to undo the process.

 

Here's how to create a backup file:

 

  1. Click the File tab at the top menu bar and select Switch to Single-user Mode.
  2. Press the File tab again.
  3. Hover your cursor over Back up Company, then select Create Local Backup
  4. In the popup window, select Local Backup and then Next.
  5. In the Local Backup Only section, select Browse and select where you want to save your backup company file.
  6. Set the number of backups you want to keep (optional).
  7. When you're ready, select OK.
  8. Hit Save it now and click Next.

 

Once you've secured a backup copy, you can proceed with deleting the payments. Please start by going to the Customer Center section and click the Customers & Jobs tab.

 

Please follow these steps:

 

  1. Click the Customers tab at the top menu bar, then select Customer Center.
  2. Go to the Customers & Jobs tab.
  3. Select the job name and take not of the transactions. 
  4. Go to the parent account and search for the payment.
  5. Open the transaction. 
  6. Press Delete.
  7. Click OK.
  8. Hit Save & Close.
  9. Move the job to a different parent. 
  10. Repeat the same steps for the other payments.

 

After following the steps above, you can record the payments again using the open invoices.

 

You can also check this article to know more about the job costing reports you can use to determine how your business is doing on a job-by-job basis: Tracking job costs in QuickBooks Desktop.

 

Drop me a comment below if you need some clarification about the process. I'll be happy to help you some more.

slemay
Level 1

Moving jobs to customer

How about the reverse of this? I have a builder who had all these jobs they wanted to be billed to them, now they want these jobs billed as their own customers. Is it possible to take a JOB and promote it as a customer so that we don't lose the history of all the previous invoices and payments?

MirriamM
Moderator

Moving jobs to customer

Hello there, @slemay. Welcome to the thread.

 

I'd be happy to guide you on how to convert a job to a new customer.

 

You may drag the job name to the left under Customer & Jobs to convert the job to the customer.

 

Let me show you how.

 

  1. Go to Customers at the top menu bar.
  2. Select Customer Center.
  3. Click on Customers & Jobs.
  4. Select the job name you want to convert.
  5. Drag the name to the left side of the page.

 

After that, the job name is now converted to a customer name.

 

For future reference, you can check our Community website for some articles to help set up your customers and vendors: QBDT Self-help.

 

Keep me posted if you have any other concerns or additional questions. I've got you covered.

slemay
Level 1

Moving jobs to customer

Perfect - that worked as expected (just had to click the diamond at the top to re-sort by default). Thank you.

Mich_S
QuickBooks Team

Moving jobs to customer

You're always welcome, @slemay.

 

We're glad to know that this goes well. We thank you as well for your cooperation.

 

Don't hesitate to notify us if you need anything else about handling jobs or QuickBooks in general. We're can back you up 24/7. Have a great start of the week!

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