Customers & Jobs

Hey Maria329MD,

Welcome to the QuickBooks Community! I will be happy to help. Just want to confirm your steps for reviewing the customer and job list. 

1. Go to Customers, then Customer Center.
2. Proceed to the Customers & Jobs tab, then select All Customers.
3. You'll see an "X" for inactive customers.
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If you are not seeing any form of the X, let’s perform some basic troubleshooting. Verify and rebuild is a process that scans your company files for errors or data damage and then fixes them.

Here’s how:

1. Go to the File then Utilities. Select Verify Data.
2. Wait for it to load.
3. Click File again, Utilities, then Rebuild Data.
4. Press OK when you get the message "Rebuild has completed".

Please keep me updated and let me know if everything works out! I am looking forward to your comment. See you soon. 

I followed your instructions on rebuilding etc.  Nothing has changed on my Customer & Job list.  When if go from Active customers to All customers, it is still not showing my "inactive" customers.  We have two stations at our location and the other location has this information.  I have a feeling that something was clicked on by mistake and they have been hidden someplace.

Any other ideas on how I can restore these items?

@Maria329MD  "We have two stations at our location and the other location has this information."

Do you mean that you have two workstations that access this same QB file, and the other workstation is able to see the inactive customers?

If so, my best guess is that you may be tapping into an outdated version of the QB file that does not have the customers in question, inactive or otherwise.

Otherwise, both stations should be able to see the same thing; a file is a file, no matter who is looking at it, and the only way to 'hide' a customer beyond marking it inactive is to delete the customer entirely, especially since you said that the rebuilding didn't do anything.

Thank you for your response.  We do have two workstations working with one QB file.  Is there an easy way to see which QB I am using compared to the other one?

Thank you for the response.  Correct, two workstations working on the same QB.  Is there an easy way to see who is working on which QB version? So if they are on the other workstation, that means I did not delete them?

@Maria329MD  In the upper left corner of the QuickBooks window, there is a File menu.

Four lines down on this file menu, you should find the Open Previous Company submenu.

This submenu will list each QB file you have opened on the relevant workstation by both file name and file location pathing.

If I were trying to figure this out, I would go to this submenu on each workstation and make a note of both the QB file name and its location. This would allow you to determine if the same QB file is being accessed on both workstations.

If it is not, then you have at least one duplicate of your QB file. That can become a major problem as the two files certainly won't be synced up; you'll just have a slowly drifting pair of books for the same company, each with their unique set of data, customer lists, and assorted other history.

We have confirmed we are on the same version of QB.  Now I need to find out why I can not see the hidden customers/jobs while his computer can.

@Maria329MD  Just to clarify, I'm not talking about Quickbooks software versions; I'm talking about the actual QB company file.

So for posterity, you confirmed that both the company file name and the company file location are the exact same?

If both things aren't true, then you could easily have 'Maria329MD Company' in the Documents folder while having an entirely different 'Maria329MD Company' in, I don't know, the Pictures folder. Or even two company files in the same folder with slightly different names.

When I open File, open previous company, it list two QBs..How do I know which one I am currently on?

@Maria329MD  It lists it from the top down, most recent to least recent.

So, the QB company file that you're in right now would be at the top of the list.

So my station states:

Company Name Enterprise(conflicted copy 2022-02-25 from server)-2

and the other station states:

Company Name Enterprise(conflicted copy 2022-02-25 from server)-2.QBW

Is this the same?