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PreciousB
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I appreciate you for coming back to the Community, ravensthroat.

 

Allow me to join in the conversation and share some insights about moving an existing customer to a job in QuickBooks for Mac.


I've consulted our Mac support and they verified that this feature is not yet available in QuickBooks for Mac. You'll have to create a new job under the correct customer name and move the transactions manually.

 

Here's how:

 

To add or edit a job:

  1. Choose Customer, then select Customer Center.
  2. Select the customer you’re doing the job for.
  3. Click the + menu at the bottom of the customer list and click Add Job (see screenshot below).
  4. Enter the name of the Job.
  5. If anything shown in the Address Info section is incorrect for this job, change it. The information 
  6. QuickBooks fills in comes from your customer’s record. If you make any changes here, the changes affect only this job.
  7. Click the Job Info tab. Enter the information about the job and click OK.

To move the transactions to the new job:

  1. Open the transaction.
  2. Update the customer's name.
  3. Click Save.

I also think that this feature would help you run your business better so I've forwarded your ideas to our Product Developers. To help us make QuickBooks for Mac better, I'm inviting you to send your feedback. Most of features come from our customer's ideas.

 

To do so, please follow the steps below:

  1. Choose QuickBooks, then select Preferences.
  2. On the Preferences pane, select Feedback.
  3. Click the Enable sending usage data to Intuit check box. The preference is enabled by default.
  4. Close the Preferences window.

Thanks for letting us know your experience. I'm happy to help some more if you have other questions about QuickBooks for Mac. Have a good one.

 

 

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