How to alter QuickBooks® Customers to Jobs?


In QuickBooks, both jobs and customers are two different entities that QuickBooks users prefer to evaluate their ongoing business trends and conclude the level of profitability. After setting customers and jobs according to accounting rules, it is easy for QB users to restructure their transactions and prepare relevant reports in order to monitor their existing services. It is vital for QB users to create sub-entries for all individual customer jobs. All entries collect information on each job that users like to track. The accounting and financial management software QuickBooks lets users see the job list in QB through the “List” view list which contains customers’ basic data, and the details list which contains information on invoices, estimates, and different items.

During the primary setting of Intuit’s ace accounting software QuickBooks, it is probable that bookkeepers enter wrong customer data by creating multiple customers with multiple jobs, in place of a single customer. Whenever such things happen, QB users like to knock the door of QuickBooks technical support companies so that they can change customers into jobs safely.  Here, 3rd party support providing company Intelli Atlas Inc offers the most excellent QuickBooks technical support solutions via its paid remote phone assistance service for managing things between customers and multiple jobs.

When it comes to altering QuickBooks customers to jobs, we prefer to use certified accounting techniques. We know how to make things happen in the favor of QuickBooks users. We use the mouse carefully in order to help you change a customer to a job. Our process to do the same is as follows:

  • First of all, what you simply need to do is to enter the Customer Center and make it opened.
  • It is likely that you need to create a parent customer or job. You need to do so as you have no new customer of job and the old customer will be a job.
  • Here all you need to do is to choose the old customer that can be made into a job. It means that it is black. Now tap on the diamond that you will find to the left of that name. Just pull it under the Job name. After this, free the mouse button. In case, customer has jobs, then it will be treated as the next customer.
  • Now, move to the last segment and hit the diamond sign and restrain on the left side of the mouse. It will let you see a perpendicular dashed line. Simply take this line to the right making it equivalent to the diamond of the name for a job. Now, it is high time to free the mouse button.

In addition, you can also go for our QuickBooks technical assistance if you are not able to converting customers to jobs or bring the best out of your QB device. This process is not a big challenge, but it will be good if you can take expert help as any mistake can ruin the process of creating entries badly. With a team of Intuit-certified professionals, we make sure you are never run out of timely and reliable technical help when it comes to fixing minor or major bugs and issues with the different versions of QuickBooks. When you get connected to our experts using a toll-free QuickBooks customer support number, our technicians and professionals give you the most excellent solutions.

We have a team that knows what is needed by QB users when they dial our toll-free number. Keeping the factors of time and cost in mind, we listen the query (changing customers to jobs in QB) of the customer patiently via a phone call. Then, our technical experts tell customers about the solution of the issue after taking their permission for the remote access of the system.

You can fix this issue with our help as we give prime importance to your data safety, time, and convenience. With 97% call resolution rate and 100% customer satisfaction, we are ready to serve QuickBooks customers 24/7. We don’t keep your call in waiting and charge you a one-time fee that is affordable. We use customer-centric approach to improve the level of customer satisfaction.