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Add job information when tracking only one job for a customer

If you are only doing one job for a customer, you don't have to add a new job to your Customers & Jobs list just to be able to track job-related information (start date, end date, job status, and so on). The Job Info tab in the New and Edit Customer windows gives you a way to enter job information without formally adding a new job to the Customers & Jobs list.

Does the job information appear in reports?

QuickBooks treats the information you enter using the Job Info tab as a job, even though no name for the job appears in the Customers & Jobs list. You'll be able to group the job with other jobs of its type on job profitability and job estimate comparison reports.

What if I add a second job later for this customer?

If you add a separate job for this customer later, QuickBooks assumes that you are setting up a second job, and turns the existing information in the Job Info tab into a separate job called "Job 1." After you set up the new job, you'll see two jobs for the customer in the Customers & Jobs list.

From that point on, the Job Info tab no longer appears in the Edit Customer window when you are editing that customer's record. To edit information for one of the jobs, select that job in the Customers & Jobs list and click Edit.

To do this task

  1. Click Customer Center.

  2. On the Customers & Jobs tab, either:

    • Double-click a customer without any jobs.

    • If the customer doesn't exist yet, click New Customer & Job at the top of the Customer Center and then click New Customer to add the new customer.

  3. In the New Customer or the Edit Customer window, click the Job Info tab.

  4. (Optional) Click the Job Status drop-down list and choose a job status.

    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.

    See also

  5. (Optional) Enter a start date and an end date (projected or actual) for the job.

    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 for you.

    See also

  6. (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.

    See also

  7. Click OK to record the job information.

See also

KB ID# H_JOB_ADD_INFO_FOR_CUSTOMER_W_1
11/27/2014 2:22:31 AM
QYPPRDQBKSWS09 9102 Pro 2013 da0a83