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A
Anonymous
March 13, 2019
Solved

can't delete job/customer even though there are no transactions :(

  • March 13, 2019
  • 2 replies
  • 0 views

a customer wanted me to remove a job it had only 1 invoice which i had applied a payment to but i removed every reference to that the invoice, the payment, everything (even the my time entry) but QB is still telling me i cant delete even no transactions are listed. what am i missing here?

Best answer by

Hey there, @521470,

 

Thanks for getting this to our attention. I can add some information about removing customers in QuickBooks Mac.

 

May I know what error message are you getting when deleting the customer/job? This will help us narrow things down.

 

You'll normally get an error message when removing a name if there are existing transactions that were not deleted. You might want to check if you have created journal entries or items under that job.

 

You can also try making them inactive and see if it gives you the same error. Here's how:

  1. Go to the Customers menu.
  2. Select Customer Center.
  3. Control-click a name in the left pane to access a shortcut menu to common tasks.
  4. Select the Make Customer:Job(s) Inactive.

If you're still unable to do the steps, you can merge the name to another job. Here's how.

  1. Go to Lists the select Customer:Jobs. You can also use this shortcut: Shift-Command-J.
  2. Change the list entry’s name to be the same as the entry you’re combining it with.
  3. Click OK.
  4. Hit Yes to confirm the merge.

You can also try running the Verify/Rebuild Utilities to detect and fix data issues within the company file. You can check this article for the complete steps: Verify and Rebuild Data in QuickBooks Desktop

 

Please let me know the result of the troubleshooting. I want to make sure this issue gets resolved so you can get back to business. Have a great day!

2 replies

A
Anonymous
Answer
March 14, 2019

Hey there, @521470,

 

Thanks for getting this to our attention. I can add some information about removing customers in QuickBooks Mac.

 

May I know what error message are you getting when deleting the customer/job? This will help us narrow things down.

 

You'll normally get an error message when removing a name if there are existing transactions that were not deleted. You might want to check if you have created journal entries or items under that job.

 

You can also try making them inactive and see if it gives you the same error. Here's how:

  1. Go to the Customers menu.
  2. Select Customer Center.
  3. Control-click a name in the left pane to access a shortcut menu to common tasks.
  4. Select the Make Customer:Job(s) Inactive.

If you're still unable to do the steps, you can merge the name to another job. Here's how.

  1. Go to Lists the select Customer:Jobs. You can also use this shortcut: Shift-Command-J.
  2. Change the list entry’s name to be the same as the entry you’re combining it with.
  3. Click OK.
  4. Hit Yes to confirm the merge.

You can also try running the Verify/Rebuild Utilities to detect and fix data issues within the company file. You can check this article for the complete steps: Verify and Rebuild Data in QuickBooks Desktop

 

Please let me know the result of the troubleshooting. I want to make sure this issue gets resolved so you can get back to business. Have a great day!

    A
    Anonymous
    March 14, 2019

    thanks for the help yeah it didn't seem to matter if it was inactive or not but the merge thing worked like a charm! :)

      I
      IntuitBrooks
      March 14, 2019

      Try using Find to see if there are any more transactions on the job.  Command-F and then type in the job name.

        C
        coastalerica1
        February 8, 2020

        This was what I was looking for. Thank you!

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