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F-Intooit
Level 2

Editing a Job name, Quickbooks says I am MERGING???

I was trying to change the name of one of these Toyota pallet jacks and Quickbooks will not allow me to change the name and accuses me of trying to merge it. Has anyone else ever encountered this type of [removed]? Since I try to track all work done to each individual piece of equipment for each customer so that I can make reports to show the costs for EACH piece of equipment I create a job for each machine and all work on that machine gets posted to that "job" so that I can send monthly reports to my customers for them to track expenses per machine. Each customer has their own internal numbering system to track their fleets so I call the machines what the customer calls them so when I send reports they know what equipment they are looking at expenses for. Anyways, sometimes my technicians only report to me the Make, model & serial and I have to wait until the customer gives me their internal number or another tech returns a work order with the customer's machine number. SO I had one like that, and I just tried to edit the name of this pallet jack and rather than allow me to edit the name of that "job" Quickbooks says I have to change to single user mode to merge an item. I AM NOT TRYING TO MERGE ANYTHING! WHY IS THIS HAPPENING?!?

 

QB MERGE ERROR (2).jpg

 

Solved
Best answer March 18, 2022

Best Answers
BigRedConsulting
Community Champion

Editing a Job name, Quickbooks says I am MERGING???

The message means that you've already got a list record with the same name.

 

If you didn't change the name of the Job while editing it, that means you had two Jobs with the same name before you started editing the Job, and then when you try to save it, QuickBooks notices and won't let you. That's not supposed to be allowed, two records with the same name, but there are various bugs where it happens in anyway.

 

If you rename Job slightly, you'll be allowed to save it.

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3 Comments 3
BigRedConsulting
Community Champion

Editing a Job name, Quickbooks says I am MERGING???

The message means that you've already got a list record with the same name.

 

If you didn't change the name of the Job while editing it, that means you had two Jobs with the same name before you started editing the Job, and then when you try to save it, QuickBooks notices and won't let you. That's not supposed to be allowed, two records with the same name, but there are various bugs where it happens in anyway.

 

If you rename Job slightly, you'll be allowed to save it.

F-Intooit
Level 2

Editing a Job name, Quickbooks says I am MERGING???

Serial numbers on machines are unique like VINS and SSN and EIN. They are absolutely unique. So it is impossible that I have the identical name anywhere else. I was editing that machine/job and it is the only one, so again, that cannot be the reason, it just isn't possible. In this case, the customer prefixes their number with the initials of the type of equipment it is:PJ=Pallet Jack. This is PJ0151. The only other pallet jack I have for this customer is PJ0182 which will be the exact same machine as the PJ0151 but with a different serial number. This is a QUICKBOOKS error. Here is a FIND result showing that this is the ONLY one: The last line on every invoice we bill to customers is the machine that was serviced. So this shows that this is the one and only job called PJ0151. It will let me save it as "PJ Toyota 8HBW23 SER#44722", but NOT "PJ0151 Toyota 8HBW23 SER#44722". When I try to add "0151" is when I get the message about merging.QB FIND RESULTS (2).jpg

F-Intooit
Level 2

Editing a Job name, Quickbooks says I am MERGING???

OK, you were right...I had the exact machine as an inactive customer. That's why/how it doesn't show up but is already in there.

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