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netdweeb
November 29, 2021
Question

QBDT 2020: Cannot delete a customer job.

  • November 29, 2021
  • 1 reply
  • 0 views

An office user mistakenly added a job to an existing customer. We don't use jobs. When I try to delete the job, there is a warning

"You cannot delete an item that has subitems. Delete or move the subitems first."

See attached screenshot attached

The customer (and now the job) has a number of invoices and payments. Are these the subitems? If I delete these for the job, will they be deleted for the customer as well - which I don't want to do?

I would be happy merging the two but I have not been able to get that to work.

 

Thanks in advance.

1 reply

Rubielyn_J
Rubielyn_J
November 29, 2021

I've got you some steps to help delete customer jobs in QuickBooks Desktop, @netdweeb.

 

We have to move the transactions first to another customer. This way, the sub-customer will be empty, and we'll have the option to delete the job. 

 

To move the transactions, here's what you need to do:

 

  1. In your QuickBooks file, go to the Customers menu.
  2. Choose Customer Center, select the customer you wish to modify.
  3. In the Transaction section, double-click the entry you want to edit.
  4. Change the name of the customer.

  5. Click Save and Close.
  6. Lastly, select Yes to confirm the changes.

 

Once done, let's proceed in deleting the customer jobs. 

 

In addition to that, let me share this link that includes a video on how you can manage your customer transactions in QuickBooks: Add, Edit & Handle Sales entries.

 

Feel at ease to comment down below if you have additional questions in handling customer transactions in QuickBooks. I'll be happy to help you again. Stay safe and have a pleasant day!

N
netdweebAuthor
November 30, 2021

I took the oldest invoice (for $10) and moved it to a test record. Then I took the payment that had been applied to that invoice and tried to move it as well but got an error that I couldn't do that as it was part of a deposit. This goes back to 2013 and I do not want have to deposits and reconciliations for 8 years ...

I then moved the invoice back but now the customer balance is what it should be while the job balance is off by $10, so Ive just made a bigger mess than what I already had. So this didn't work, and in fact it made things even worse.
I'm open to a better idea ... thanks!

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