Every few months I go thru this then give up.  Still NOT working and not the same screen shots as you provided.  I am more than frustrated and tired of making excuses to bookeepers and accountants when we have multiple jobs for one customer.  It's not that complicated, but when we get a returning customer I have to give them a 'job' Makes sense but most are not returning customers so none of them are set up w/jobs!  It's sort of a mess. And not being able to change a current customer to a job makes it messier!