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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

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

    How the dates help you

  6. (Optional) Enter a job description and a job type.

    Where the job description appears

  7. Click OK to record the job information.

See also

11/30/2015 6:03:57 PM
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