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Christine27
Level 1

Customers and jobs

We have customers that have various jobs.  The customer balance is zero and I can find where everything was paid.  The jobs listed under customer is showing a balance, but there is no balance.  How do I remove the dollar amount shown on the job.

Solved
Best answer May 18, 2021

Best Answers
LieraMarie_A
QuickBooks Team

Customers and jobs

Hi there, @Christine27. I'm here to share some troubleshooting that will help identify what's causing the issue.

 

The sum of all the job balances should show in the parent customer. A part of your QuickBooks Desktop data may have been damaged. This causes the program not recognizing the closed customer's transactions properly. 

 

You can run the Verify/Rebuild toolVerify will detect any damaged data. Rebuild will attempt to fix the damaged data detected. It also allows your QuickBooks software to refresh the data inside the company file. Make sure to create a backup copy of your company file before doing the Verify and Rebuild process. If there are changes that occur, having a backup copy allows you to restore it to undo the changes.

 

Follow the steps below on how to verify data:

  1. On the top menu, click File.
  2. Choose Utilities.
  3. Select Verify Data.
    1.JPG
  4. Click OK when you see the message, QuickBooks detected no problem with your data.
  5. If Verify finds an issue with your data, you'll be prompted to Rebuild Now or View Errors.
  6. Click Close or View Errors and take note of the specific error message.

 

Next, here's how to rebuild data:

  1. On the top menu, click File.
  2. Choose Utilities.
  3. Select Verify Data.
    2.JPG
  4. Click OK if you receive a prompt to back up your company file.
  5. Click OK when you get the message, Rebuild has completed and proceed to the next step.
  6. Run Verify Data again to make sure there's no error.

 

Then, update your QuickBooks Desktop to the latest release from our official website. 

  1. Go to the Downloads & Updates page.
  2. Click the standard setup link.
  3. Select the country, product, & version and click the Search button.
  4. Click the Get the latest updates link.
  5. After downloading the updates, navigate to the Downloads folder of your computer. Double-click the update file to initiate the installation process.
  6. Follow the prompts on the screen to install the updates.
  7. Restart your computer after the update is installed successfully.

 

I've also included here a guide on resolving any possible data issues: Fix data damage.

 

You can check also these articles about customizing job reports in QuickBooks Desktop:

 

Keep me posted on your results after trying these steps. I'll be here if you need further assistance.

View solution in original post

2 Comments 2
LieraMarie_A
QuickBooks Team

Customers and jobs

Hi there, @Christine27. I'm here to share some troubleshooting that will help identify what's causing the issue.

 

The sum of all the job balances should show in the parent customer. A part of your QuickBooks Desktop data may have been damaged. This causes the program not recognizing the closed customer's transactions properly. 

 

You can run the Verify/Rebuild toolVerify will detect any damaged data. Rebuild will attempt to fix the damaged data detected. It also allows your QuickBooks software to refresh the data inside the company file. Make sure to create a backup copy of your company file before doing the Verify and Rebuild process. If there are changes that occur, having a backup copy allows you to restore it to undo the changes.

 

Follow the steps below on how to verify data:

  1. On the top menu, click File.
  2. Choose Utilities.
  3. Select Verify Data.
    1.JPG
  4. Click OK when you see the message, QuickBooks detected no problem with your data.
  5. If Verify finds an issue with your data, you'll be prompted to Rebuild Now or View Errors.
  6. Click Close or View Errors and take note of the specific error message.

 

Next, here's how to rebuild data:

  1. On the top menu, click File.
  2. Choose Utilities.
  3. Select Verify Data.
    2.JPG
  4. Click OK if you receive a prompt to back up your company file.
  5. Click OK when you get the message, Rebuild has completed and proceed to the next step.
  6. Run Verify Data again to make sure there's no error.

 

Then, update your QuickBooks Desktop to the latest release from our official website. 

  1. Go to the Downloads & Updates page.
  2. Click the standard setup link.
  3. Select the country, product, & version and click the Search button.
  4. Click the Get the latest updates link.
  5. After downloading the updates, navigate to the Downloads folder of your computer. Double-click the update file to initiate the installation process.
  6. Follow the prompts on the screen to install the updates.
  7. Restart your computer after the update is installed successfully.

 

I've also included here a guide on resolving any possible data issues: Fix data damage.

 

You can check also these articles about customizing job reports in QuickBooks Desktop:

 

Keep me posted on your results after trying these steps. I'll be here if you need further assistance.

View solution in original post

Christine27
Level 1

Customers and jobs

I was able to determine where the amounts came from  by customizing the report that shows linked payments & invoices.  To correct, I had to delete the deposit, then go to payment and uncheck and recheck, then repost deposit making sure to use same date and verifying amount.  Most of them were from last year but just showed up recently.  Maybe a glitch in QB.  You will need admin password to correct.  Thank you for your help LieraMarie_A.

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