This free QuickBooks tutorial will show you how to delete a job. There will be times when you may need to delete a job. It can happen if you realize that one job is a duplicate of another, or a job is created, but the customer declined to accept your company’s services because of various reasons. Whatever the reason, QuickBooks Pro 2013 allows you to delete a job when possible. However, please be advised that you can only delete a job, or customer, if there are no transaction associated with the job or customer. If you allocate costs to a job, or if you create an invoice for a customer, then you will not be able to delete a job or customer. If there are no transactions, then follow the steps below to delete a job.
1. Click the Customer icon on the icon bar, or you can click Customer on the menu bar, then click Customer Center.
2. The jobs are listed in the Customers and Jobs list. Select the job that you want to delete.
3. Right-click on the job that you want to delete, then select Delete Customer Job.
4. Confirm that you want to delete the job by clicking OK.
5. The job has been deleted.
If you need to make a job inactive, perform the following steps:
6. Right-click on the job that you want to make inactive, then select Make Customer Job Inactive.
7. The job is no longer listed in the Customers and Jobs list. It is “hidden.” If you need to make the job active again, perform the following steps:
8. Select All Customers from the drop-down list at the top of the Customers and Jobs list. Then select All Customers.
9. Any items that were made inactive will have an “X” next to it. Notice the X next to the job that we made inactive.
10. Right-click on the job that you want to make inactive, then select Make Customer Job Active.
11. The job is now listed in the Customers and Jobs list again.