Creating a job


show more Creating a job provides you with in-depth training on Business. Taught by Bonnie Biafore as part of the QuickBooks Pro 2010 Essential Training show less
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Creating a job

Although the New Customer and Edit Customer dialog boxes have a Job Info tab, you don't want to use that when you have several jobs for the same customer. Instead, you should create a job record for each job you do for a customer. That way, you can fill in different addresses for each job if necessary and you can track the profitability of each one separately. Similar to sub-accounts, jobs act like sub-customers. When you create invoices, you can create them for specific jobs.

When you receive payments, you receive them against the corresponding jobs. When you create a job, QuickBooks pulls in the information from a customer record, but you can change any values that are different for the job, like the billing address or the payment method. To create a job, click Customers on the homepage. The easiest way to create a job is to right-click the customer you want and then choose Add Job from the shortcut menu. The New Job dialog box contains fields similar to the New Customer dialog b...

Creating a job
Video duration: 2m 18s 3h 45m Beginner

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Creating a job provides you with in-depth training on Business. Taught by Bonnie Biafore as part of the QuickBooks Pro 2010 Essential Training

Subject:
Business
Software:
QuickBooks
Author:
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