Converting Subcustomers to Knowify Jobs

If you have a sub-customer that pulled into Knowify from QuickBooks and you would like to convert it to a job, you can do this in your Manage Clients screen, which can be found in the top right corner of Knowify:

First, locate the sub-customer that you’d like to convert into a job:

Then click the Contract Jobs icon to the right hand side of the client that reads “Convert to Job”:

This will create a new job so you can enter contract information and start tracking costs! Here are some more guides that may be handy as well:

Pulling Expenses from QuickBooks into Knowify Jobs

Jobs as Subclients

Logging Existing Jobs into a New Knowify Account

To learn more about this, please reach out to support@knowify.com for more info!