Hey there, @BruceN.
There’s a way to turn the customer into a job, and I’m glad to help you with that.
These steps below will guide you on how to move without deleting the information.
- Open your QuickBooks Desktop account.
- Select Customer at the top then, Customer Center.
- In the Customer & Job section, look for the customer you want to turn into a job.
- 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.
There you have it. I attached a screenshot below for your visual reference:
Know that you can always drop by here if you need help with QuickBooks. The Community will be happy to assist you further.