If you are performing more than one job for a customer, you can track the
jobs individually by adding new jobs under the customer's name in the
Customers & Jobs list.
If you are only doing one job for the customer, you don't have to add a new
job to the Customers & Jobs list. Instead, you can
use the Job Info tab of the customer record
to track the status of the job.
To do this task
Click Customer Center.
On the Customers & Jobs tab, right-click the customer for whom you
want to add a job and choose Add Job.
In the New Job window, enter a name for this job.
What if I want the customer name in the job name?
QuickBooks will never use the job name by itself.
It is always used in conjunction with the customer name, so there is no
need to make the customer name part of the job name.
If anything shown on the
Address Info tab
is incorrect for this job, change it.
The information QuickBooks fills in comes from your customer's record.
If you make any changes here, the changes affect only this job. For example, if
your customer's billing address is different for this job, you can enter
the job address without affecting the customer's main address.
On the Job Info tab, click a job status (Pending, Awarded, etc.) from the
How job status works
(Optional) Enter a start date and an end date (projected or actual) for the
How the dates help you
(Optional) Enter a job description and a job type.
Where the job description appears
Click OK to record the new job.
Add job information when tracking only one job for a customer
About job types