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Add a job when tracking multiple jobs for a customer

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

  1. Click Customer Center.

  2. On the Customers & Jobs tab, right-click the customer for whom you want to add a job and choose Add Job.

  3. 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.

  4. 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.

  5. On the Job Info tab, click a job status (Pending, Awarded, etc.) from the drop-down list.

    How job status works

  6. (Optional) Enter a start date and an end date (projected or actual) for the job.

    How the dates help you

  7. (Optional) Enter a job description and a job type.

    Where the job description appears

  8. Click OK to record the new job.

See also

11/18/2017 5:51:17 AM
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