Question

multiple jobs limit for the same customer

Forum|Forum|7 years ago
January 9, 2019
2 replies
20 views

Hello,

I work for a software company that has a tool to export invoicing data from our software into QB.

A client of ours has close to 7,700 jobs under one of their customers. The export is completely dragging when exporting a new invoice to this customer while a payment exports without issue.

I believe the issue is from the large number of jobs under this particular customer.

What is the number of jobs Quick books recommends to stay under?

Client is using Enterprise desktop.

Thanks so much for any assistance!

QuickBooks Desktop

Angelyn_T

Moderator

Hello there, @FTneelie.

I'm here to help share information about job types limits in QuickBooks Desktop (QBDT).

Please bear in mind that the exporting process may take some time depending on the size of the file and the number of transactions.

The job types limit in QBDT is 10,000, therefore, the 7,700 doesn't cause any issue with the process. To see the list of QBDT maximum number of list entries or list limits and custom fields, you may check this article: Maximum number of QuickBooks Desktop list entries (list limits and custom fields) .

Don't hesitate to add a comment below if you have any other concerns about QBDT list limits, we're always here to help. Have a wonderful day ahead!

qbteachmt

Level 11

It seems they are making a New Job with every sale, then? "A client of ours has close to 7,700 jobs under one of their customers"

They would not need Jobs at all, in that example. Job = like Subcustomer, not Every individual Sale.

@Angelyn_T

This is Wrong for Enterprise: "The job types limit in QBDT is 10,000, therefore, the 7,700 doesn't cause any issue with the process."

Job Names, not Types.

If you read the link you provided, Enterprise handles over 100,000 and if you press F2, you see the total of All Names, in a QB File. Enterprise allows for one million, as noted in that url article, Note 2.

F

FTneelieAuthor

Hello Angelyn_T and qbteachmt,
Thank you both very much for your feedback!

I had my client run a test. Would an EDITED invoice that previously dragged because it was

NEW also drag? The answer is no. So to confirm it is only NEW invoices having an issue - everything else exports fine. It seems the creation of the job in QB is the big holdup for clients who have a lot of jobs already. Once the job is created everything else if good to go.

Any way around this big delay?

I suggested created a new client (same one) in QBs so it has a fresh start and when running reports and such the client would have to remember to include both now - fairly simple, but the

client was not really interested in that.

I agree the client does not need to use Jobs - especially their line of work and all of my other clients do not use Jobs and do not have this issue.

Can you just change your QBs from JOBS to CUSTOMERS easily? Repercussions?

Thank you again for all your input.

Regards,

Neelie

Angelyn_T

Moderator

Hello there, @FTneelie.

Thank you for getting back to us here in the Community and for sharing your experience while working with QuickBooks Desktop (QBDT).

Changing/switching Jobs to Customers can be done by exporting customer lists as an IIF file. Open the IIF file in Excel and manually edit it, once done editing, save the IIF file and import it back to QuickBooks. However, the challenging part is, it's 7700 jobs and it may take longer time to complete the process.

In addition, the biggest restriction here is, if those jobs has transactions, example, an invoice is assigned to a job and the payment is linked to the main customer, QuickBooks will not allow to switch it.

For additional information about jobs in QBDT, you may check this article: Track job costs in QuickBooks Desktop.

Feel free to add a comment below if you have any other questions. Wishing you the best!

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