Moving Existing Job Information Pop Up

Hi there, Janice DCL. 

Thank you for sharing a screenshot. This helps me identify where the issue coming from. Base on the screenshot provided above It appears that there is a default job associated with a customer.  

Thus, If the Customer Exists and has Job Data and activity, and Later, you want to make a Job, it will force the existing info into "Job 1." 

That said, there would be no reason to Make Another if you already have one. If you have them and want to clean up the list, you Merge the job into the customer name by first Promoting the Job to the Customer.

I've also added this link on how to track job costs in QuickBooks Desktop for your reference. 

Please let me know if you need more help with setting up job costing by leaving a comment below. I'll be right here to answer them. Stay safe!

Thank you for your quick response Ailene A,

This is a new customer set up, so there was no Job Data or Activity associated with it.  This is our fourth "new" Company set up that we have done since we started our job costing system, and with the first three, creating the "New Job" was no different then all the jobs we have created for previously Existing Customers.  This was the first time we received this pop-up.  So I am wondering if I did something different when I was creating this customer, compared to the other three customers that I created and did not get the pop up when I created the New Job.  When the pop up happened, we even double checked reports etc. to make sure there was not data associated with this customer yet.

The other strange thing that happened, was that the documents that I attached to the Customer File when I created it last week, are now attached to the Job, instead of the Customer.

Any insight on what I did differently when setting up this customer would be appreciated.

Thank you 

Janice DCL

Hi there, @Janice DCL.

I appreciate the details a lot. There may have been an inactive job that has the same name as what you should have to name with the active job.

In addition to my peer's response, you can go to the Customer Center and change Active Customers to All Customers in the Customers & Jobs tab to check it.

If you see the inactive job, you can make this active by double-clicking the job and remove the check in the Job is inactive box. Then click OK.

When this is the case, you can merge the two jobs by renaming Job 1. Simply double-click Job 1, and change its name to the name that you want. Then hit OK.

In case you wanted to filter or add columns to job costing reports, this is a great article that you can reference: Customize customer, job, and sales reports in QuickBooks Desktop.

Feel free to add a comment if you have other concerns with adding jobs and customers. I'll make sure to help as fast as I can. Enjoy your day!

Hi Jovychrid_A

Thank you for your detailed explanation.  Unfortunately this is not the case.  I had checked the inactive customers prior to adding this customer as we do have intermittent customers that are dormant for a period of time and then need work again so we reactivate them.  As for the Job the Job Number being an inactive one, we use very unique Job Numbers, so this should never happen.  That being said, I did double checked just in case.

I will be entering a new customer again today, so I will pay closer attention to the steps I take in case it happens again.  

I guess this will remain a mystery as to why I received that Pop-Up, until it happens again.

Thank you Everyone for your suggestions.

Janice DLC

Hello there, Janice DCL. I appreciate you for considering the steps shared by my colleague above.

Normally, you should not be prompted this error message since this is a new job for a new customer. There may be damages that need to fix by re-sorting your customers list. Before that, make sure to back up your company file.

Then, here's how to re-sort customer lists:

1. Go to the Customer Center.
2. Select Edit at the top left of QuickBooks.
3. Select Re-sort List.
4. Select OK.

If the same thing happens, we can run the verify rebuild to fix data-related issues on a company file. The steps below will guide you through the process.

1. Go to the File menu.
2. Select Utilities.
3. Click Verify Data then select OK to close all windows.
4. Then, go back to the File menu.
5. Select Rebuild Data under Utilities.
6. QuickBooks will ask to make a backup before rebuilding your company file, select OK.
7. Once the rebuild is done, click OK.
   

Please let us know if you have other concerns. Take care and stay safe always. 

I am having a similar issue.  I have an existing customer that has transactions associated with it.  I now need to set up a job under that customer however I do not want the existing information moved from the current customer into a job.  How do I set up a new job without moving exiting information into a job?

Good morning, @mmgd.

Thanks for chiming in on this thread. I hope your day is going well so far. 

Based on the details you gave, I suggest creating a new customer profile with their name and then adding a 1 at the end.

Example: Candice1

From there you'll be able to have the same customer but two different profiles so the information don't get mixed up. 

Let me know if this helps. I want to ensure that this gets taken care of for you today. Have a great weekend ahead! 

Unfortunately this doesn't help. 

My end goal is to have my current customer with all their transactions stay where they are and add a job to that customer.  

However when I try to add a job I get this message

Hello there, @mmgd.

I appreciate you getting back and providing a screenshot.

The prompt Moving Existing Job Information usually happens if there's existing job-related information under the customer. To isolate and fix the issue, I recommend checking the existing jobs associated with the affected customer. Then, filter the list to show all the jobs, including those that got inactive.

Let me show you how:

1. Go to the Customers menu at the top.
2. Choose Customer Center.
3. Select the Customers & Jobs tab.
4. Click the drop-down arrow above the search field, then pick All Customers. 

If there's no current job-related information, this time, I suggest running the  Verify data and Rebuild data tool. It helps identify and repair data issues within your company file. 

Here's what you'll need to do:

To run Verify data:

1. Click the File tab at the top menu bar.
2. Hover your cursor to Utilities.
3. Select Verify Data.

To run Rebuild data:

1. Click the File tab at the top menu bar.
2. Hover your cursor to Utilities.
3. Select Rebuild Data.

For more details about the Verify/Rebuild process, check this article: Verify and Rebuild Data in QuickBooks Desktop.

Once done, check to see if everything is working now. But if the problem persists, re-sort your customer list. This feature will help you fix any odd behavior in your company file. For detailed steps, see this link: Re-sort lists in QuickBooks Desktop.

Also, I'm adding these articles to further guide you in managing your customers and jobs: 

• Track job costs in QuickBooks Desktop
• Customize customer, job, and sales reports in QuickBooks Desktop

Please let me know how things go on your end. I want to ensure this gets resolved for you. Take care.