Is there a way to convert a Customer to a Job?

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Subject Author Date Is there a way to convert a Customer to a Job? rennybosch 05-25-2009  Re: Is there a way to convert a Customer to a Job? Les 07-15-2009  Re: Is there a way to convert a Customer to a Job? Haskel LaPort 07-15-2009  Re: Is there a way to convert a Customer to a Job? Haskel LaPort 07-15-2009
Posted by rennybosch on May 25, 2009, 3:23 am Please log in for more thread options Is there an easy way to convert a Customer record to become a Job under some other Customer? I mean other than manually copying all the data from the old Customer to the new Job. Posted by Les on July 15, 2009, 1:01 pm Please log in for more thread options > > te: > > > > > > > Is there an easy way to convert a Customer record to become a Job > > > > > under some other Customer? =A0I mean other than manually copying = all the > > > > > data from the old Customer to the new Job. > > > > > Yes, if you click on the diamond in front of the job name, you can > > > > drag it under the customer you want and then drag it in to the righ= t > > > > to make it a job of that customer. > > > > > Michelle L. Long, CPA, MBA > > > > Author of the book "Successful QuickBooks Consulting" > > > > Advanced Certified QuickBooks ProAdvisor > > > > National Trainer for Intuit Trainer/Writer Networkhttp://www.MLongC= onsulting.comhttp://www.amazon.com/Successful-QuickB... > > > > Linkedin group: Successful QuickBooks Consultants > > > > Twitter: =A0www.twitter.com/MichelleLongCPA > > > > Thanks Michelle, but my problem is to convert a CUSTOMER (not a Job) > > > into a Job under some other Customer.- Hide quoted text - > > > > - Show quoted text - > > > Right--pull that customer down under the customer that you want to > > make it a job and drop it. =A0then, pull it in to the right. =A0You can > > make the customer a job of another customer this way. =A0Try it! > > > Michelle L. Long, CPA, MBA > > Author of the book "Successful QuickBooks Consulting" > > Advanced Certified QuickBooks ProAdvisor > > National Trainer for Intuit Trainer/Writer Networkhttp://www.MLongConsu= lting.comhttp://www.amazon.com/Successful-QuickB... > > Linkedin group: Successful QuickBooks Consultants > > Twitter: =A0www.twitter.com/MichelleLongCPA > > You are right Michelle. =A0I tried it the way you said, in two steps, > and it worked. =A0Not sure why I hadn't tried it like that before. =A0Thi= s > may also depend on which version of QB you are using. =A0Ours is QB Pro > 2009, and it works like you said. This is exactly what I need to do, but I can't seem to follow your instructions. By "right--pull" do you mean dragging with a right- click? It won't let me do that (goes straight to context menu). I'm trying to do this from the Customer Center in Quickbooks Contractor 2009 Premier Industry edition. Many thanks, Les... Posted by Haskel LaPort on July 15, 2009, 2:12 pm Please log in for more thread options > > > > > > > > > Is there an easy way to convert a Customer record to become a Job > > > > > under some other Customer? I mean other than manually copying all > > > > > the > > > > > data from the old Customer to the new Job. > > > > > Yes, if you click on the diamond in front of the job name, you can > > > > drag it under the customer you want and then drag it in to the right > > > > to make it a job of that customer. > > > > > Michelle L. Long, CPA, MBA > > > > Author of the book "Successful QuickBooks Consulting" > > > > Advanced Certified QuickBooks ProAdvisor > > > > National Trainer for Intuit Trainer/Writer > > > > Networkhttp://www.MLongConsulting.comhttp://www.amazon.com/Successful-QuickB... > > > > Linkedin group: Successful QuickBooks Consultants > > > > Twitter: www.twitter.com/MichelleLongCPA > > > > Thanks Michelle, but my problem is to convert a CUSTOMER (not a Job) > > > into a Job under some other Customer.- Hide quoted text - > > > > - Show quoted text - > > > Right--pull that customer down under the customer that you want to > > make it a job and drop it. then, pull it in to the right. You can > > make the customer a job of another customer this way. Try it! > > > Michelle L. Long, CPA, MBA > > Author of the book "Successful QuickBooks Consulting" > > Advanced Certified QuickBooks ProAdvisor > > National Trainer for Intuit Trainer/Writer > > Networkhttp://www.MLongConsulting.comhttp://www.amazon.com/Successful-QuickB... > > Linkedin group: Successful QuickBooks Consultants > > Twitter: www.twitter.com/MichelleLongCPA > > You are right Michelle. I tried it the way you said, in two steps, > and it worked. Not sure why I hadn't tried it like that before. This > may also depend on which version of QB you are using. Ours is QB Pro > 2009, and it works like you said. This is exactly what I need to do, but I can't seem to follow your instructions. By "right--pull" do you mean dragging with a right- click? Pull with your left click. It won't let me do that (goes straight to context menu). I'm trying to do this from the Customer Center in Quickbooks Contractor 2009 Premier Industry edition. Many thanks, Les... Posted by Haskel LaPort on July 15, 2009, 2:17 pm Please log in for more thread options If pulling and dragging is a hassle then drag to the right to make the customer a job of the customer above it then edit the customer that is now a job and change its customer using the customer drop down list now available. > >> >> >> > > wrote: >> >> >> > > > > Is there an easy way to convert a Customer record to become a Job >> > > > > under some other Customer? I mean other than manually copying all >> > > > > the >> > > > > data from the old Customer to the new Job. >> >> > > > Yes, if you click on the diamond in front of the job name, you can >> > > > drag it under the customer you want and then drag it in to the >> > > > right >> > > > to make it a job of that customer. >> >> > > > Michelle L. Long, CPA, MBA >> > > > Author of the book "Successful QuickBooks Consulting" >> > > > Advanced Certified QuickBooks ProAdvisor >> > > > National Trainer for Intuit Trainer/Writer >> > > > Networkhttp://www.MLongConsulting.comhttp://www.amazon.com/Successful-QuickB... >> > > > Linkedin group: Successful QuickBooks Consultants >> > > > Twitter: www.twitter.com/MichelleLongCPA >> >> > > Thanks Michelle, but my problem is to convert a CUSTOMER (not a Job) >> > > into a Job under some other Customer.- Hide quoted text - >> >> > > - Show quoted text - >> >> > Right--pull that customer down under the customer that you want to >> > make it a job and drop it. then, pull it in to the right. You can >> > make the customer a job of another customer this way. Try it! >> >> > Michelle L. Long, CPA, MBA >> > Author of the book "Successful QuickBooks Consulting" >> > Advanced Certified QuickBooks ProAdvisor >> > National Trainer for Intuit Trainer/Writer >> > Networkhttp://www.MLongConsulting.comhttp://www.amazon.com/Successful-QuickB... >> > Linkedin group: Successful QuickBooks Consultants >> > Twitter: www.twitter.com/MichelleLongCPA >> >> You are right Michelle. I tried it the way you said, in two steps, >> and it worked. Not sure why I hadn't tried it like that before. This >> may also depend on which version of QB you are using. Ours is QB Pro >> 2009, and it works like you said. > > This is exactly what I need to do, but I can't seem to follow your > instructions. By "right--pull" do you mean dragging with a right- > click? > > Pull with your left click. > > > It won't let me do that (goes straight to context menu). I'm > trying to do this from the Customer Center in Quickbooks Contractor > 2009 Premier Industry edition. > Many thanks, > Les... 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