How to Delete a Job in QuickBooks?

by James Antonio

In business, there will be situations when you will need to delete a particular job. This usually happens when you come to know that there is a duplicate job in QuickBooks.

Also, it may happen that a job may have been created however, the customer declined it to admit the company services due to a number of reasons.

Delete a Job in QuickBooks

Regardless of the reason, with QuickBooks, you can delete a job whenever it is required. However, there is a catch. It is only possible to delete a job or any customer if any transaction related to the customer or job is not there.

If you assign any particular cost to a job, or if an invoice is created for a customer, then it will not be possible to delete the job or customer as well.

Hence, please ensure the points mentioned above before deleting a job in QuickBooks.

What is Deleting a Job in QuickBooks?

To begin with, first, you need to know how to create a job in QuickBooks. Usually, a job is created in QuickBooks in order to monitor income and expenses for different customer projects.

In QuickBooks Desktop, you can create a new job by adding all the necessary information. However, if there is a duplicate entry or a similar job added in QuickBooks, then you are required to delete it.

Deleting a job in QuickBooks means removing that entry permanently from QuickBooks.

Why do you need to Delete a Job in QuickBooks?

There are many situations when you require to delete a job in QuickBooks. However, the most common and obvious one is when a duplicate job is there or any customer declines to accept the particular company services due to some reasons.

In short, QuickBooks allows you to delete a job when required.

Please note that everyone in QuickBooks cannot perform this particular procedure. It can only be done by the following:

  • Account administrators.
  • Custom team members who have been allowed to Manage Jobs for Company permissions.

How to Delete a Job in QuickBooks?

Deleting a job in QuickBooks is easy if you follow certain steps.

Here are the steps:

Step 1: Select the Customer icon visible on the icon bar. You can also select Customer on the menu bar and then choose Customer Center.

Step 2: The jobs are available on the Customer and Jobs list. From there, choose the particular job you wish to delete.

Step 3: Press right-click on the particular job that you wish to delete and then choose Delete Customer Job.

Step 4: Confirm that you wish to delete the particular job by selecting OK.

Step 5: The job is deleted.

But what if you need to make a job inactive. In that case, perform the steps given below:

Step 1: Press right-click on the particular job that you wish to make inactive and then choose Make Customer Job Inactive.

Step 2: The job will not be listed any longer in the particular Customer and Jobs list. It will be hidden and you are required to make the job active and conduct the steps given below:

Step 3: Choose all customers from the particular drop-down list at the topmost side of the Customers and Jobs list. Then choose All Customers.

Step 4: Any item, which was made inactive, will see an X before it. Find that X next to the jobs that are made inactive.

Step 5: Press right-click on the particular job you wish to make inactive and then choose Make Customer Job Active.

Note: In case your particular account is integrated with the QuickBooks software, customer jobs can easily be restored via the integration.

We hope that have no doubts about this particular problem. If you fail to comprehend how to delete a job in QuickBooks accounting software, then connect with a professional immediately.


Need Some one on one QuickBooks Assistance?


How Void and Delete are different from each other in QuickBooks?

There is a basic difference between void and delete. With void, the amount of the transaction alters and it changes to zero. However, it keeps record of the transactions in the QuickBooks accounting software.

Deleting on the other hand eliminates the transaction completely in QuickBooks. It leads the bills paid to get back to unpaid status.

How to make an Account Active, which has been inactive in QuickBooks?

Here are the steps to make an account active that has been inactive for some time:

Step 1: On the left side of the panel, select Transactions and then choose Chart of Accounts.
Step 2: Before the Action column, select the Settings option which is a small gear icon.
Step 3: Add a check-mark in the particular Include Active box.
Step 4: Check for the inactive account and then select Make active.

When you Delete a Transaction in QuickBooks, what happens?

When you delete a transaction entirely, it is completely removed from QuickBooks. However, if you void a transaction, it allocates a zero value to the particular item.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

img

Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

img

Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

img

Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

img

Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

Dancing Number

Kindly Provide The Following Information To Download The Dancing Numbers.

X





    Top