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April 8, 2025

Customer contact and job list

  • April 8, 2025
  • 1 reply
  • 0 views

We use QBDT 2024. We use number and last name for formatting. For example job 101 Evans thru 999 Posante. When trying to add job 1000 and above it populates before our earliest active job 442 Monroe and not after job 999 Posante. We must use this style to differentiate between a new job for the same customer such as 300 Smith and 850 Smith #2. Also same last names. We use number/name for everything, from job creation to material ordering to subcontractor pay request to customer payment. I called QB Support last night and they turned over to IT Support. I have 20 new jobs to enter.

    1 reply

    FishingForAnswers
    April 8, 2025

    @pete-14  While that is definitely an oversight on QB's side, I doubt it'll be fixed any time soon.

     

    At this point, your best options may be to either switch the formatting so that it is name and then number, or shift over so that your numbering starts at 100,000 rather than 100, and so wouldn't be an issue until your millionth job rather than your thousandth.

    pete-14Author
    April 10, 2025

    QB Support no help at all. Waiting on QBIT reply.