Create QB Customer Jobs configuration - FAQLast updated on 06/27/2022

Will enabling the Create QB Customer Jobs configuration lead to a job costing in QuickBooks?

Why are my list and data files so large?

If you enable the configuration, list items and data file sizes will increase. This is because we only map to the Bill To customer. That means every service location we send over will be a new job in QuickBooks Desktop. To consolidate your list, you need to update QuickBooks.

For more information on lists, see the QuickBooks article, Maximum number of list entries (list limits and custom fields) [EXTERNAL].

Can I use the Create QB Customer Jobs configuration for QuickBooks Online?

Can I delete jobs in QuickBooks?

Yes. You can delete jobs in QuickBooks but only after you have reassigned the invoice so it is not tied to a job. You should manually move all transactions to the main level customer in QuickBooks. If you try to delete a job after the invoice has been exported to it, a message will appear: QuickBooks cannot delete this name because it has a balance or is used in at least one transaction.

Examples of transactions include invoices, payments, journal entries, and credit memos.

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.