Hello there, ravensthroat.

Thanks for getting back to us. I'm here to guide you to the right support so you can get the help you need.

Our Established Community Backer qbteachmt and my colleague VivienJ was able to provide the exact steps on how to move the existing customer's to a Job both QuickBooks Desktop and Mac. Since you can't find those options provided, I encourage you to contact our QuickBooks Technical Support Team. They have additional tools to pull up your account in a secure environment and do a remote session.

Here's how you can contact our support: 

1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
2. Select the version of QuickBooks, and click Contact Us.
3. Type-in Technical Support on the search bar.
4. Click Get the Phone number below.

Please let me know how it goes by clicking the Reply button below. I'm always here to help if you have any other questions. Have a good one.