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Duplicate Customer:Job not accurate
I accidentally created an invoice under the wrong customer. I deleted that invoice out. Went back in to add a new Job under the correct customer and I get an error that the Customer:Job is already in use. However, when I try to search for it, it isn't there. How do I find this Job so I can relocate it to the correct customer and recreate the invoice?
Solved! Go to Solution.
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I'm glad to see you in the Community, jparkermmce.
Let's go over some troubleshooting steps to determine whether the problem is due to data damage. We'll need to check your customer list to ensure that the job hasn't already been added to the company file.
Here's how:
- In your company file, go to the Customers menu at the top bar and choose the Customer Center.
- Head to the Customers & Jobs tab and click the drop-down below it to select All Customers.
- This action will show all customers and jobs added in QuickBooks.
- From there, look for the job in question.
If it doesn't show up in the Customers & Jobs section, let us resort the list to set the items back to their default order. Here's an article that will walk you through the steps: Re-sort lists in QuickBooks Desktop.
Once done, create an invoice and add the job, If you continue to get the same error, run the Verify Data and Rebuild Data utilities to resolve company file integrity issues.
To keep track of your sales and expenses using predefined customer, job, and sales reports, feel free to browse these articles:
I've provided the link where you can access our online resources in case you need them in the future. From there, you can learn about payroll processing, cash flow management, troubleshooting banking issues, and other accounting activities.
Let me know how it goes after performing all the steps above. I want to make sure this is taken care of for you. Have a great rest of the day.
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Thank you! Somehow it was marked inactive...and I didn't think to look at "All Customers".
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Thank you for the update, jparkermmce.
It's good to know that were able to figure out the cause of the issue. Keep on posting in you need more help with QuickBooks Desktop, and I can see that Rasa-LilaM has also provided links for your reference.
Have a good one!