How to Set Up a Job in Quickbooks 2017

Set Up A Job in QuickBooks 2017

If setting up a job on one’s own seems like a daunting task then allowing oneself to be aided by the services of Quickbooks is the uncomplicated answer. Quickbooks is time-saving, accurate, and undoubtedly useful in a virtual world where online marketing and transactions are very natural. Therefore diving directly into the swift and straightforward solutions of Quickbooks is the ultimate solution.

The following easy steps can be utilized for setting up a job in Quickbooks 2017:

• The process can be initiated by signing in.
• A window titled as the customer center has to be right-clicked in order to post the job.
• The contextual menu will provide the option to include jobs.
• The created job will appear in a window, which can be used to add the descriptive details of the concerned job.
• The job’s or project’s name can be specified in the featured text box.
• After entering all the information required a simple click on the OK button will complete the task.

Flawless features of Quickbooks 2017

• There is an added advantage for those who are desirous of maintaining a record of the client’s balances with respect to different jobs. They can input the initial balance of the job to check the record.
• Quickbooks inserts all the relevant personal details provided by you in the appropriate text box assigned for entering contact details.
• There is a text box titled Bill too. A client can enter the billing information in this text box. Quickbooks simplifies the client’s work and fills in the billing address of the customer in this text box. If the addresses are different the client can manually make necessary changes.
• The delivery address of the job can be inserted in the next text box, which reads Ship to. In the case of identical billing and delivery address of the job, the copy option can be used.
• Payment preferences can be managed from the settings menu available for that purpose. Detailed documentation of account number and choose payment options, credit card information is securely maintained and stored.

Other significant features for creating job post in Quickbooks 2017

• Assigning a particular job type to a created job is completely voluntary. Quickbooks provides a separate menu for this purpose. There is a default catalog for this purpose but new ones can be made by the client also.
• There is a Job Status menu that allows the client to choose a particular status for the job.
• Multiple clients or jobs can also be added simultaneously by using the icon available for including more customers.
• Making mistakes is a very common problem, but, with the interface provided by Quickbooks one can rest assured that corrections can be easily done. For instance, if the name of the customer is wrong, there is a Customer menu where one can review whether the correct name has been recorded or else the right name can be taken from that menu.

Summary: QuickBooks has a knowledgeable technical team and provides flawless customer support around the clock. The features of QuickBooks are well suited for everyone. Even then the expert team of helpful professionals is always ready to lend a helping hand as and when required.