Deleting Jobs for Reckon and QuickBooks
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.
Reckon and QuickBooks
To check and delete classes:
Go to Lists > Class Lists.
Right-click the class you wish to remove and select Delete.
In these platforms, customers/suppliers are often set up as jobs. To review:
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
Related Articles
Deleting Jobs for MYOB
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 ...Jobs / Classes / Categories
Do Jobs / Classes / Categories Convert? Yes, Jobs, Classes and Categories come across in all conversions if there are less than 100. You can receive up to 500 Jobs / Classes / Categories under the Accelerate premium package. If there are more than ...Reckon (AU)
What Versions of Reckon do you convert? The Reckon conversion service is for Australia only. Please see here for what we can convert. What is Converted?: Contacts Chart of Accounts Inventory Items Jobs / Categories Open invoices & bills Closed ...Quickbooks Enterprise / desktop (US)
What is Converted? Contacts Chart of Accounts Inventory items Jobs / Categories Open invoices & bills Closed Invoices & Bills for the Transactional Period Converted What isn't Converted?: Multi-currency. USD must be the only currency. Inventory ...QuickBooks Online (AU)
What is Converted? Contacts Chart of Accounts Inventory items Classes Open invoices & bills Closed Invoices & Bills for the Transactional Period Converted Transactions Payroll What isn't Converted? Multi-currency. AUD must be the only currency. ...