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
Job status information is for your records—it gives you a way to keep
track of each job. When you create a customer list report, QuickBooks includes
the status of each job on the report. You can also see the status of a job
by clicking a job in the Customers & Jobs list and looking in the Job Information area.
If a job's status changes, you must edit the job information and assign
a new status description to the job. QuickBooks will not do this for you.
Edit or change job information
(Optional) Enter a start date and an end date (projected or actual) for the
How the dates help you
The dates help you track how long each job takes and how well you are able
to estimate the length of a job. When you create a customer:job list report,
you can add columns that show the start date, your projected end date, and the
actual end date for each job.
When a date changes: If one of the dates for a job changes
(for example, you revise your projected end date for the job), you must edit
the job record and change the date yourself. QuickBooks cannot change the date
(Optional) Enter a job description and a job type.
Where the job description appears
Job descriptions can appear on customer:job list reports. 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 a 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.
Keep notes about a job
Click OK to record the new job.
Add job information when tracking only one job for a customer
About job types