Moving Jobs in the Customer List

September 29, 2023

Q: I have a customer that turned over a property to another company. We work on about 15 different suites at this property. This property came under an “Add Job” for the 1st customer. If I change the main heading to the new company, it still stays under the original company, which puts it out of alphabetical order.

I am trying to move everything to the new company. Any suggestions?

A: First, I would create a new Customer for the new owner. Fill in all of the contact information. Next, edit the Job or the property in question. Change the Customer name from the old customer to the new company we just created. Click OK.

The property should now appear indented under the new company.

If you have to edit more components of the Customer List, export it to Excel. From the File menu, select Utilities. Then Select Export and click Lists to IIF Files…

Modify the data and import the list into QuickBooks.

Gita Faust

About the Author

Gita Faust has over 30 years of accounting experience in the real estate and property management industry, Gita Faust is more than just a real estate investor; she is also popular for her work as an accountant, consultant, mentor, speaker, QuickBooks Top ProAdvisor, QuickBooks Solution Provider, member of Intuit’s Trainer/Writer Network, and, of course, author. Gita is well-known for her exemplary leadership and advisory skills. In fact, she even helped pioneer the adaptation of QuickBooks to suit the needs of professionals in real estate and property management. To share her knowledge she has written a series of courses titled Simplified Accounting Solution, which provides step-by-step guidance for those working with QuickBooks.

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