How to Set Up Jobs in Quickbooks

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 before setup jobs in QuickBooks Desktop.

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 the customer (you want to add in the 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 Working With Jobs in QuickBooks Accounting Software, Connect with us at QuickBooks Customer Service + contact .

Source: 99accounting



    Report your Issue

    QuickBooks Version:
    Edition Year:
    No of User: Licence
    Operating System:
    HELP Needed:
    Report an Issue