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 box…and the only field you have to fill in is the Job Name.…
Author
Released
2/24/2010- Establishing a company file and Chart of Accounts
- Creating purchase orders and paying bills
- Invoicing customers
- Tracking time, mileage, and other non-inventory items
- Monitoring sales and inventory
- Paying sales tax
- Reconciling accounts and bank statements
- Running and printing reports
Skill Level Beginner
Duration
Views
Q: I have QuickBooks Pro 2011. Will this course work for me?
A: Yes. The changes in QuickBooks Pro 2011 are minor, and all the information in QuickBooks 2010 Essential Training applies to QuickBooks 2011.
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with Bob Flisser6h 21m Beginner -
Excel 2010: Financial Functions
with Curt Frye2h 18m Intermediate
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Introduction
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Welcome52s
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Editions of QuickBooks3m 24s
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Disclaimer36s
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1. Touring QuickBooks
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Opening a company file2m 4s
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2. Setting Up a Company File
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Creating a company file5m 33s
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3. Setting Up a Chart of Accounts
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Creating an account2m 26s
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Making an account inactive2m 17s
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4. Setting Up Customers, Jobs, and Vendors
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Creating a customer profile3m 40s
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Adding customer information4m 32s
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Creating a job2m 18s
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Making customers inactive1m 38s
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Creating a vendor2m 40s
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5. Setting Up to Sell Services and Products
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Why use QuickBooks items?2m 59s
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Creating a service item4m 26s
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Setting up time tracking2m 52s
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Entering time4m 19s
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Tracking mileage4m 34s
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Setting up sales tax2m 14s
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Creating a group of items2m 16s
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Making items inactive1m 42s
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6. Paying for Expenses
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Entering a bill4m 37s
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Paying bills4m 5s
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Writing a check for expenses3m 17s
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Paying with a credit card1m 40s
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Paying with cash2m 53s
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Paying sales tax2m 17s
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7. Invoicing
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Creating an estimate2m 49s
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Handling a customer credit4m 57s
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Producing a statement4m 44s
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8. Printing and Emailing Forms
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Setting up print options4m 13s
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Printing one or more forms4m 29s
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Emailing a sales form3m 2s
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9. Receiving Payments
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Receiving a payment3m 49s
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Depositing payments3m 31s
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10. Reconciling a Bank Account
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Correcting discrepancies5m 33s
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11. Running Reports
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Running a report3m 45s
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12. Working with Journal Entries
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Why use journal entries?3m 3s
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13. Managing Your Company File
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Creating a new user4m 58s
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Backing up your company file6m 10s
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Restoring a company file2m 31s
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Conclusion
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Goodbye27s
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Video: Creating a job