quickbooks for mac job notes disappearing

The damage can often be repaired by re-sorting which puts the list back in its default order.

There might not be any changes on the screen, but QuickBooks is working in the background on the changes.

It has exactly the same function as the Include Inactive checkbox.

Be sure to clear the checkbox when you have finished re-sorting your list.

Back up your company data file to preserve your manual sort.

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What are the differences between a customer and a job in QuickBooks One of the key differences is how your customer list will appear within QuickBooks.

Resolve possible data damage if you notice names, items, or accounts missing or blank in several areas of your QuickBooks Desktop.

QuickBooks uses several lists to help track transactions and other business activities.

These lists include: Customers Vendors Employees Items (what you buy and sell) A.

QuickBooks Setup.When youre getting started with the program, you can use the QuickBooks Setup dialog box to quickly import piles of customer information (as well as vendor and employee info) from your email program or by copying and pasting data from Excel, as described on Beginning to Use QuickBooks.You can return to the QuickBooks Setup dialog box at any time (Start Working) to add more.

I can share with you some information about the Customer: Job report in QuickBooks Desktop for Mac.

Right now, there isnt a report that can outlines all the transactions by the Customer: Job field in QuickBooks Desktop for Mac.

Hi jps828, We can add the Job Description as a column on the customers name list, but this information will not reflect on your estimate and invoice templates.

What you can do instead is create a Custom field, and make it visible on the job profile and customer transaction forms (invoices and estimates).That way, whatever information you enter in the profile will reflect on the transactions.

Chapter 4. Setting Up Customers, Jobs, and Vendors You may be fond of strutting around your sales department proclaiming, Nothing happens until somebody sells something As it turns out, you - Selection from QuickBooks 2016: The Missing Manual Book.

In the New Job window, enter the jobs information and then click OK.

Do the same steps when adding the succeeding jobs to this customer.

You can also check out this article about tracking job costs in QuickBooks Desktop.

To create a job in QuickBooks Desktop Pro, open the Customer Center window.

Select the name of the customer for whom you want to make a job from the Customers Jobs list.

Click the New Customer Job button in the upper-left corner of the Customer Center.

A job (sub-customer) will sync as a separate customer record.

Job invoices sync only to the job (sub-customer) record; Customer record example.

In QuickBooks. ACME is a customer that has two completed jobs (Build and Consulting) with differing expenses.

In QuickBooks, two jobs (sub-customers) would be set up to keep track of the expenses.

In.

If you have tried all the steps above and your customers are still missing, chances are VERY good that there is some damage to your QuickBooks data file.

Youll want to connect with the great folks at QuickBooksUsers.com and enlist their help to fix the problems with your QuickBooks data.

Then right-click the QuickBooks icon and select Open file location.

Quickbooks For Mac Job Notes Disappearing