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Join nowI entered a Job to my Customer List but it doesn't show...
if I do a search the job appears and when I double-click on it the Customer List opens but the Job is not there. Where is it or is there a flaw in the software??
To eventually add the new job, I had to rename a new one as a prompt comes up saying the job already exists... see attached screen capture.
No clue what's going on...
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Also, I entered another job to a customer but it created a New Customer not adding the job to the customer selected. That's another question if it happens again...
Thanks in advance for anyone's help.
Hello, comoltd. I'm here to help get this sorted out.
You'll want to check if the Customer is marked inactive on your account. Inactive customers have an X mark beside their names.
Once verified that it's active, you can run the Verify/Rebuild tool utility to detect the data damage. It allows your QuickBooks software to refresh the data inside the company file.
Here's how:
For more details about the process, please see this article: Verify and Rebuild Data in QuickBooks Desktop for Mac.
Feel free to read this article to learn more about ways to track customer transactions in QuickBooks Desktop: Get started with customer transaction workflows in QuickBooks Desktop.
If you have additional questions about QuickBooks, you can add them below. Please know I'm always ready to help.
Glinette,
Good morning, @comoltd.
I appreciate you coming back on this thread and letting us know how these steps worked for you.
Since those instructions didn't work, I recommend performing a reinstall on your QuickBooks for Mac using clean install. Here's how:
For more details on how to do these steps, check out this guide: Reinstall QuickBooks for Mac using clean install. If this doesn't work, I suggest contact our Customer Support Team for further assistance.
I hope this helps. Reach back out and let us know how the everything goes. Have a wonderful day!
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