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Job status - inactive vs closed

What are the downline differences between making a job status inactive versus closing the job?  In my case, the jobs are completed, billed, collected, and ready to be removed from the active job reports.

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Best answer 05-21-2019

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Moderator

Re: Job status - inactive vs closed

That's a good question, dleblan.

 

I'm glad to provide you the differences between closing a job and making it inactive.

 

The job status information is for your records whether it's still pending, in progress or closed. This gives you a way to track each job. When creating a customer report, QuickBooks includes the status of each job on the report.

 

When making a job inactive, it removes the entry from the list but its not deleted from your QuickBooks records. Once a job is already inactive, it will no longer show on the reports.

 

Here's how to do this:

  1. Go to Customers at the top menu bar.
  2. Choose Customer Center.
  3. Open the job.
  4. Select the Job is inactive button.
  5. Choose Yes.
  6. Click OK.

image.png

Should you want to make it active again at any time, perform the first two steps above and click the X button beside the inactive job.

 

image.png

image.png

Take a look at this article for future reference: Tracking job costs in QuickBooks Desktop.

 

That information should get you back in order. If you have follow-up questions about the details above, please let me know. I'll be here and ready to help anytime. Have a good one.

1 Comment
Moderator

Re: Job status - inactive vs closed

That's a good question, dleblan.

 

I'm glad to provide you the differences between closing a job and making it inactive.

 

The job status information is for your records whether it's still pending, in progress or closed. This gives you a way to track each job. When creating a customer report, QuickBooks includes the status of each job on the report.

 

When making a job inactive, it removes the entry from the list but its not deleted from your QuickBooks records. Once a job is already inactive, it will no longer show on the reports.

 

Here's how to do this:

  1. Go to Customers at the top menu bar.
  2. Choose Customer Center.
  3. Open the job.
  4. Select the Job is inactive button.
  5. Choose Yes.
  6. Click OK.

image.png

Should you want to make it active again at any time, perform the first two steps above and click the X button beside the inactive job.

 

image.png

image.png

Take a look at this article for future reference: Tracking job costs in QuickBooks Desktop.

 

That information should get you back in order. If you have follow-up questions about the details above, please let me know. I'll be here and ready to help anytime. Have a good one.

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