We recently recommended entering Properties as Customers and Tenants as Jobs. What if you have an existing company file where your tenants were customers? Read on to learn how to convert those customers (tenants) into jobs without losing historical transaction information.
The secret is in dragging and dropping the tenant (currently as a customer) under a new customer (which you have to create, which is the job).
Here’s a video, or read on for picture instructions:
Open the Customer center. Here we have a customer “My Existing Tenant” that we want to make a job. We also created a new customer that will represent the property. In the end we want the old tenant to become a job under the new customer (property).
That’s it. You can double click and edit the name of the job if you wish. Now you moved the existing customer into a job under the new property (customer). This is helpful if you bought our training and are migrating an old company file into using our best practices.
Hopefully this helped. Read more from Landlord Accounting’s blog, or order the full guide now.