Why do some customers not show in the Project/Job list

Jim Williams

Looking through the project/job list only about 2/3 of the customers in the customer list are showing up.  I can't find any differences in how they are set up in the customer list, how they are entered on invoices etc.

thecreator

Jim Williams

Ok, sorry.  I'm running Quicken Home, Business & Rental Property, yr 2019, version R15.18, build 27.1.15.18 on Windows 10 version 1803, OS build 17134.407

thecreator

Jim Williams

Jim Williams said:

Ok, sorry.  I'm running Quicken Home, Business & Rental Property, yr 2019, version R15.18, build 27.1.15.18 on Windows 10 version 1803, OS build 17134.407

Thanks, but I already checked "Help" and it wasn't any help.  The problem is only some customers are showing up on the report and not others.

UKR

mshiggins

From C. D. Bales:



As its name indicates, the Project/Job List is a list of projects/jobs (Business > Project/Job List) ... not a list of Customers.



For a customer to appear in the Project/Job List, they must have at least one Project/Job assigned to them.



To create a project/job for a customer, see the New button at the foot of the Project/Job List.



If you are trying to say that already created Projects/Jobs for some customers do not appear in the List, make sure "All Customers" and "All Accounts" are selected in the filter dropdowns at the top of the List. Also make sure you have not checked any of the "Hide" choices available in the "Options" dropdown at the foot of the List.

Jim Williams

mshiggins

Jim Williams