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AmericanRV
Level 4

Job Type problem

A long time ago (10 years) when I didn't know what I was doing I set up Job Types. We have never used them, so when we did a reformation of our company 2 years ago I removed all job types from each customer's information, and deleted the Job Type list from the new company file. I have ONE customer, however, that I can't remove that information. I've tried everything to figure out where it could be coming from, but it's nowhere. And we current don't even HAVE a list. 

 

But this persists and I cannot get rid of it. Every time a new job is created under this customer, there it is. It's not in the main customer information, but it shows up in every new job for this guy.

 

If it makes any difference, we've been through several editions of QuickBooks (currently using 2021 Premier), and this has followed us through every one of them. It doesn't really effect anything, but every time I see it I want to get rid of it once and for all. Any suggestions?

 

Screenshot Job Type (2) 3-24-2022.jpg

 

1 Comment 1
MaryLandT
Moderator

Job Type problem

Thank you for contacting us about removing a customer job, AmericanRV.

 

Let's perform some troubleshooting steps to get rid of the job. You can start by checking if the job is inactive.

 

Inactive customers or jobs are hidden from the Customer center. Here's how:

 

  1. Click the Customers menu, then select Customer Center.
  2. Under the Customers and Jobs tab, tap the drop-down, and choose All Customers.
  3. Find the job and delete it.

 

If you're unable to delete it, you may want to uncheck the sub-customer box. This makes converts the job into a customer. From there, you can make the customer inactive s it won't keep showing up on the main customer's account.

 

If the same issue persists, you can use the Verify and Rebuild Data utility. It detects and corrects data issues on the company file. For the detailed steps, check out this article: Verify and Rebuild Data in QuickBooks Desktop.

 

I'm also adding these articles to keep track of your sales and expenses using predefined customer, job, and sales reports. 

 

 

Stay in touch with me if you have updates about your job concerns by commenting below. I'm always around to provide the information that you need. 

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