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FTneelie
January 9, 2019
Question

multiple jobs limit for the same customer

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!

 

 

 

 

11 replies

Angelyn_T
Angelyn_TModerator
Moderator
January 9, 2019

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
qbteachmt
Level 11
January 9, 2019

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.

 

 

FTneelieAuthor
January 11, 2019

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

 

 

 

 

 

FTneelieAuthor
January 25, 2019

Hi, @FTneelie.

 

Thank you for your response. Allow me to join in the conversation and share some information about why it's taking slow to export your invoice with multiple jobs.

 

It would take a long time to export if it involves a large amount of information. Also, let's consider the transfer rate on the storage device where the company file is located or the network transfer rate if it was stored in the server. 

 

That said, Id suggests sending your feedback about your experience in our Product Suggestion page. Our Product Development Team visits this section regularly to ensure we're delivering on what our customers need.

 

Here's how to send your feedback:

 

  1. Go to Help menu and select Send Feedback Online.
  2. Click Product Suggestion.

Please let me know if you have other questions. I'm here to help however I can.


Hia LilyC,

Thank you.  I have considered what you mentioned and have been able to rule those out. However, I will reach out to Product Suggestion and mention my dilemma there. 

 

Thanks again to all for your input - truly appreciate everyone's time. 

If I ever get this wrangled I will post an update.  : ) 

Regards,

Neelie

 

 

 

 

 

 

 

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