Working With Jobs in Quickbooks

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Quickbooks allows you to track each individual job that you perform for a customer that helps to analyze the profitability of your business. It gives you the option to work with multiple projects at a time for customers and regulate or manages income and expenses for a project assigns. After setting up customers and job you can easily track the transactions, creates reports and services you provide. You can create sub-entries for each customer that includes information about each job that you track.

Working With Jobs In QuickBooks

Steps To Set-Up Jobs In QuickBooks

  • Click the “Lists” menu, which includes “Customer & Vendor Profile Lists” and “Job Type List.
  • By using drop-down list options click on ‘Job type’
  • Then click for ‘New’.
  • Now you need to edit the job name or service that your company provides.
  • After that, create another job.
  • Click “Subtype Of” and choose the created job as the parent category.
  • Then click ‘OK’.

Steps To Add Jobs With Customers

    • First, seek to “Customer Center” and activate the “Customer & Jobs” option.
    • Click customer (you want to add in a job) and select “Add Job.”
    • Then edit the job name from the “New Job” window.
    • Select the “Address Info” option and verify ‘customer address information’ is correct.
    • Then click “Job Info” and click job including start and end date for the job, if applicable. You may also enter a job description, which appears on Customer: Job List reports.
    • Click “OK.”

If you want to understand more about QuickBooks Accounting Software, Connect with us at QuickBooks Customer Service Team