Having issue with terms, rep and custom fields getting blanked out when linking estimate to job.

Greetings, @dwit.

I'm here to share information about the issue you're having with your custom header when linking estimates to a job in QuickBooks Desktop (QBDT).

Currently, there's not a way to prevent QBDT from clearing the custom header when adding a job to estimates. When this happens, you'll need to manually enter that information again as a workaround.

For more information about managing estimates and tracking job costs in QBDT, consider checking out these articles:

• Track job costs in QuickBooks Desktop.
• Create an estimate in QuickBooks Desktop.

For more tips and other resources, I recommend visiting our website for future reference: QBDT self-help articles.

Let me know if you have additional questions about this or anything else QuickBooks. I'm always here to help. Stay safe.

Apologize for the delay in responding. Do you know if this will be fixed in an upcoming release? Just doesnt make sense that they would be cleared out. 

Thanks for following up with the Community, dwit.

I can certainly understand how an ability to prevent QuickBooks from clearing your custom header when adding jobs to estimates could be useful and have submitted a suggestion about it as of today.

You can also submit your own feature requests while signed in.

Here's how:

1. In the top menu bar, go to Help, Send Feedback Online, then Product Suggestion....
   
2. Choose a Type of Feedback and Product Area (optional) from your available drop-down menus.
   
3. Enter any suggestions/feedback in the Here is my suggestion: field.
   
4. If you'd like, include your name/email in the My name is: (optional) and My e-mail address is: (optional) fields.
   
5. Select Send Feedback.
   

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

If there's any additional questions, I'm just a post away. Have an awesome day!

@dwit 

This shouldn't be happening. Among other things, the Job has no Terms of their own. Also, when you create a Job, it will normally inherit the values for custom fields and the rep from the Customer. At least, that's what happened when I tried it.

Do you know if there is a setting for this? I have not seen anything so far. Cant imagine why it would clear out the header fields. Happens to all users.

Thanks 

I looked before but couldn't find any settings that impact this.

When switching to a Job (or any other name), fields should re-fill based on the Job.

But, the Job has no terms of their own and always use the customer's terms, and when I create a job, specifically on the fly from the estimate using the Name field, the Job inherits many field values, including custom fields and others.

When you review the Job that you've picked, does it have values for the various fields that are reset when you pick the Job? If not, I wonder why not? How is it you're creating the Job? Is it done from the estimate or  before the estimate is edited?