QuickBooks Tip – Correcting a Job Assigned to Wrong Customer
A common conundrum for some bookkeepers is to create a job prior to receiving the contract paperwork, so that materials could be ordered – and then finding when the actual contract arrives that the job was assigned to the wrong customer in the QuickBooks Customer List.
While this may not be an every day occurrence, it does leave one wondering if there is a “correct procedure” for moving the job to the correct parent customer, if it can be done at all, or if you just have to start deleting things and starting from scratch.
In most cases, this situation can be correct easily, however, the smaller the amount of transactions associated with the job that you need to move the better.
Follow these instructions carefully:
- Make a BACKUP of your QuickBooks file.
Generate Reports for Job Costing details, to be used for comparison AFTER you have moved the job from one customer to the other.
- Run a Time by Job Detail Report – filtered for only this job (Reports menu -> Jobs, Time & Mileage -> Time by Job Detail -> Modify Report -> Filters -> Customer:Job -> this Job).
- Run a Profit & Loss Report – filtered for only this job.
- Run an Unbilled Costs by Job – filtered for only this job.
- Run an Open Purchase Order Report – filtered for only this job.
- Run a Job Costs by Job and Vendor Detail – filtered for only this job.
- Additional Reports as necessary.
When you have your printed reports and have made a BACKUP of your QuickBooks data file:
- In QuickBooks, you MUST be logged in as the Administrator in Single-User mode.
- Go to the Customer Center -> Customers & Jobs tab -> select this job -> click EDIT.
- On the Address Info Tab you’ll see a Customer drop down menu, use this to select the correct customer.
- Change the Company Name, Bill To Address, Contact, Phones, etc. to be the correct information.
- Click OK.
- The Job should now be associated with the Customer you selected.
- REBUILD your QuickBooks file (File menu -> Utilities -> Rebuild Data).
- Run the reports to verify that all the associated transactions also moved.
We hope you have found this tip to be helpful, if so please take a moment to leave us a comment.
4 Responses to QuickBooks Tip – Correcting a Job Assigned to Wrong Customer
Leave a Reply
- The Great Debate – QuickBooks Desktop vs. QuickBooks Online
- Using Account Numbers in Your QuickBooks Chart of Accounts
- QuickBooks Creating a More Meaningful Payroll Expenses Section
- Calculating & Displaying Fringe Benefits on a Certified Payroll Report
- QuickBooks Tip - Child Support Garnishments
- How To Turn On and Use Manual Payroll in QuickBooks
- Create a QuickBooks Job Cost Report With Hours & Payroll Costs
- QuickBooks Payroll Tip - Tracking Employee Advances or Loans
- QuickBooks Tip - Job Costing Starts With A Simple Item
- QuickBooks for Contractors Tip – Basics of Progress Invoicing
- QuickBooks Tip-Creating a Functional Payroll Liabilities Section
- Welcome to the QuickBooks for contractors blog
- QuickBooks Tip: Important Facts About Items Left as Billable
- QuickBooks Tip-Handling Employee Reimbursements for Expenses
- QuickBooks Tip - Determing Cost of Goods Sold
- Straight from the IRS - Social Security Tax Reduced to 4.2%
- QuickBooks 2015 Announced - Important System Requirements
- QuickBooks 2013 Upgrade Do's, Don'ts & Frequent Questions
- QuickBooks 2012 - Frequently Asked Questions About Upgrading
- QuickBooks 2015- The Good, Bad and Ugly, Part 1