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Edit or change job information

Once you have set up a job for a customer, you can add to or edit the information as the job progresses. For example, you might want to record a change in job status or enter a new projection for the end date of the job.

To do this task

  1. Click Customer Center.

  2. Click the Customers & Jobs tab.

  3. If the Customers & Jobs list shows one or more jobs under the customer's name, double-click the job you want to edit.

    or

    If there are no jobs under the customer's name, double-click the customer you want to edit.

  4. Click the Job Info tab and enter any additions or changes.

    The Job Info tab lets you enter job-related information when you are performing a single job for a customer. Use the Job Info tab when you don't want—or need—to set up multiple jobs for a customer in your Customers & Jobs list.

    Job status

    Click the drop-down list and choose the status (Pending, Awarded, etc.) that best applies to this job.

    Job status information is for your records—it gives you a way to keep track of each job. When you create a list report of your customers, you can add a column that shows the status of each job on the report. You can also see the status of each job in the Job Information area of the Customer Center.

    When a job's status changes

    You must edit the job record and change the status yourself. QuickBooks does not do this for you.

    Start date

    Enter the date you started the job.

    The start date (along with the projected end and end dates) helps you track how long each job takes, and how well you estimated the length of a job. When you create a list report of your customers, you can add to the report columns that show the start date, your projected end date, and the actual end date for each job.

    When the date changes

    You must edit the job record and change the date yourself. QuickBooks cannot change the date for you.

    Projected end

    Enter your projected completion date for the job.

    The projected end date (along with the start and end dates) helps you track how long each job takes and how well you estimated the length of a job. When you create a list report of your customers, you can add columns that show the start date, your projected end date, and the actual end date for each job.

    When the date changes

    You must edit the job record and change the date yourself. QuickBooks cannot change the date for you.

    End date

    If you've completed the job, enter the date of completion.

    The end date (along with the start and projected end dates) helps you track how long each job takes and how well you estimated the length of a job. When you create a list report of your customers, you can add to the report columns that show the start date, your projected end date, and the actual end date for each job.

    When the date changes

    You must edit the job record and change the date yourself. QuickBooks cannot change the date for you.

    Job description

    Enter a short description of the job.

    Job descriptions appear when you create a list report of your customers. When you enter a job description, enter information that will be useful to you when you see the job listed among other jobs in the report. For example, if you have performed several jobs for the same customer, you could use the job descriptions to help you distinguish the jobs from each other.

    If you need more room to describe the job

    The Job Description field has room for only a short phrase or sentence. If you want to write a longer description of the job, or if you want to jot down notes while the job progresses, use the job's Notepad.

    Job type

    Enter a word or short phrase to classify the job.

    Job types give you a way to classify your jobs so you can group and subtotal similar jobs on your reports. By using them, you'll be able to determine which kinds of jobs are the most profitable for your business.

    What should your job types be?

    It's up to you to decide. Here are a few examples:

    • In construction: Decks, Kitchens, Bathrooms

    • In graphic arts: Logos, Brochures, PR

    • In real estate: Brokerage, Property Management

    How do customer types fit in?

    Customer types let you categorize your customers independently of the types of jobs you do. They are useful for grouping your customers into categories that are meaningful to your business. Some examples: Wholesale and Retail; Commercial, Residential, and Industrial; From Advertisement, By Referral. You can use customer types in addition to job types. You can also use job types without customer types, customer types without job types, or neither.

    Note: QuickBooks does not automatically update a job's status (for example, from "In Progress" to "Completed"). You must change it yourself.

  5. Click OK to record your changes.

See also

KB ID# H_JOB_EDIT
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