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Replying to:
Rasa-LilaM
QuickBooks Team

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Thanks for joining on this thread, @FLumber.


Yes, the customer’s invoices will also move to the new job. Changing a customer into a job doesn’t affect the transactions previously created from the original customer since they will remain on the Transactions List.


When you create a new transaction, it will be added to the list of entries. For additional resources on how to manage a customer and a job, check out our self-help articles found in your QuickBooks.

 

Here’s how: 

 

  1. Tap the Help menu at the top to select QuickBooks Desktop Help.
  2. This will open the Have a Question window.
  3. From there, type in customer or job, and then it displays all topics based on what’s entered in the field box.
  4. You’ll have to click on the link to view the complete information.

For other resources and tips to help you efficiently run the business using QuickBooks, I invite you to check out our self-help article: Get Started

 

Stay in touch if you have any other questions or concerns. I’ll be right here to answer them for you. Have a great rest of the day.

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