Promote Job to Customer level


J

John Pinback

I'd like to get rid of the Customer:Job arrangement and just have
"customers." Can I move a job to the customer level?

Using edit I can move a job from one customer to another but can't seem to
raise it to the customer level.

Using QuickBooks Pro 2003.

Thanks,
John Pinback
(e-mail address removed)
 
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T

Tee

John Pinback said:
I'd like to get rid of the Customer:Job arrangement and just have
"customers." Can I move a job to the customer level?

Using edit I can move a job from one customer to another but can't seem to
raise it to the customer level.

Using QuickBooks Pro 2003.
Looking at the customer screen, grab and drab the diamond to the left of the
customer/job name and drag to the left. You'll see a dashed vertical line
appear when you drag. Doing so takes it out of the job hierarchy and sets
it as a customer. This won't change any of the existing information inside
the customer though. If you want the name changed or anything like that
you'll still need to edit.
 
A

Allan Martin

Tee said:
Looking at the customer screen, grab and drab the diamond to the left of
the customer/job name and drag to the left. You'll see a dashed vertical
line appear when you drag. Doing so takes it out of the job hierarchy and
sets it as a customer. This won't change any of the existing information
inside the customer though. If you want the name changed or anything like
that you'll still need to edit.
If you then change the name to the same name as the customer you can merge
the two.
 
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J

John Pinback

Allan/Tee, Thanks! Works perfectly.

Allan Martin said:
Tee said:
Looking at the customer screen, grab and drab the diamond to the left of
the customer/job name and drag to the left. You'll see a dashed vertical
line appear when you drag. Doing so takes it out of the job hierarchy and
sets it as a customer. This won't change any of the existing information
inside the customer though. If you want the name changed or anything like
that you'll still need to edit.
If you then change the name to the same name as the customer you can merge
the two.
 

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