Deleting Jobs

Managing Tracking Categories, Jobs, and Classes for Conversion

Xero recommends using no more than 100 tracking categories to avoid reporting performance issues.

• For the Accelerate package, we can convert a maximum of 500 jobs.

• Xero has a hard limit of 2,450 tracking categories. If your file exceeds this, you may need to reduce the number of jobs to meet package criteria.

If your file exceeds the 500-job limit however contains fewer than 2,450 jobs, you can request a custom conversion to accommodate this. 

MYOB

What’s Included in the Total Count: All active, inactive, and header jobs plus categories. To determine the total number of jobs in MYOB:

1. Navigate to Lists > Jobs > Print.

2. Ensure you tick Include Zero Balances in the Header.

   • If this is not selected, the count will be incorrect.

   • If you received an email stating your count is higher than your report, this is the likely cause.

To delete MYOB jobs:

1. Go to List > Jobs.

2. Open a job.

3. Right-click and select Delete.

Suggestion: Complete this process on a copy of your MYOB file to retain the original for reference. This option may not be supported in all versions.

Reckon and QuickBooks

To check and delete classes:

1. Go to Lists > Class Lists.

2. Right-click the class you wish to remove and select Delete.

In these platforms, customers/suppliers are often set up as jobs. To review:

1. Navigate to Reports > Jobs, Time & Mileage > Job Profitability Summary.

NOTE: If the 500 limit is impacted by Customer or Supplier jobs then you will be unable to limit the number of jobs. You may consider a custom conversion, to either include or exclude these from Xero.

Please see here for Jobs/Classes/Categories and how the data converts

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