Hi there, ravensthroat!
Thanks for joining this thread and letting us know about the QuickBooks product you're using. The answer provided by @qbteachmt above is really interesting and helpful. Allow me to share the steps specifically for QuickBooks Desktop Mac.
The customer names in the product you're using don't have a handle or diamond to the left of them. Instead, you can see a clickable arrow to show all the jobs associated with it.
To convert an existing customer to a job, you need to do it from the Add/Edit Multiple Customer window. Here are steps to guide you through:
- Open the Customer Center.
- Locate and right-click the customer name you want to change.
- Choose Add/Edit Multiple Customer:Jobs.
- Go to the Customize Columns button.
- In the Available Columns section, select Job of: and click Add.
- Place the Job of: item below the Name by pressing Move Up continuously, then click Ok.
- Look for the customer you want to alter and pick the new Parent customer to connect it to in the Job Of: column.
- Select Save Changes.
Please note if that customer already has transactions, they will now be assigned to the new parent customer (as a part of the job).
If you have other questions in mind, feel free to reply below. I'll be delighted to answer them for you.
