Setting Up a Job

Depending on the type of business you have, you might need to track revenues and expenses on a job-by-job basis. You can track multiple jobs for the same customer and then create invoices and record your expenses as they relate to the individual jobs. Before allocating revenue and expenses to a particular job, you must set up the job and identify with which customer the job is associated.

Enter New Job Information

Display the Customers & Jobs list by clicking on the Customer Center icon, then clicking the Customers & Jobs tab.

Click the name of the customer to whom this job relates.

Right-click on the customer name, then choose Add Job from the pop-up menu.


You can also open the New Job window by clicking the New Customer & Job option at the top of the list, then clicking Add Job.

Enter a name In the Job Name field.

Verify the contact name and address for this customer and make any necessary changes.


Be sure to click the customer name before selecting Add Job. Although you can change the customer name in the Add Job window, the related customer information such as address and contact information is not automatically updated. Rather than trying to change all this information each time you add a new job, select the customer name first and then open the Add Job window.

If this is all the information you plan to add at this time, click OK to save your entries.

Enter Additional Information for a New Job

Click the Additional Info tab to enter other information relating to the job.

Select the customer type. If the type you want to use does not appear, select Add New from the drop-down menu to add a new type to the available options.

If applicable, select from the Preferred Send Method list for sending invoices and other forms to this customer.

If applicable, make a choice in the Price Level field for this customer.

Enter Payment Information for a New Job

Click the Payment Info tab to enter more information relating to the job.

If you use account numbers for your jobs, enter the number in the Account No. field.

If applicable, enter a number in the Credit Limit field if your company has assigned a limit to this customer. You will be warned if you attempt to issue an invoice for more than the customer's credit limit.

Indicate the payment method typically used by this customer in the Preferred Payment Method field. If a credit card is chosen, you can enter the customer's credit card information.

Did You Know?

Credit limits generate warnings when you issue an estimate or invoice. If you attempt to create an estimate or invoice for more than the customer's credit limit, QuickBooks gives you a warning.

Enter Specific Job Information

Click the Job Info tab to enter more information relating to the job.

Choose an option from Job Status if you track this information.

Type or select a date in the Start Date field.

Type or select a date in the Projected End field.

Type or select the actual end date in the End Date field.

Enter a description for the job in the Job Description field.

Select a job type for this job. If the applicable job type does not appear, click the Add New option to enter a new type of job.

Click OK to save your entries.

Did You Know?

Some of this information might already appear. Much of the information relating to individual jobs, such as price levels and credit limits, was already entered when you set up the customer. Unless a change relating to the specific job occurs, you can accept the information that carries over from the customer.

Show Me. QuickBooks 2006
Show Me QuickBooks 2006
ISBN: 0789735229
EAN: 2147483647
Year: 2005
Pages: 328
Authors: Gail Perry © 2008-2017.
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