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Create a Job in QuickBooks- Tutorial

by / Thursday, 05 January 2017 / Published in Latest, Quickbooks

Create a Job in QuickBooks: Overview

            You can create a job in QuickBooks to track income and expenses for customer projects. You can create a job in QuickBooks for a customer using the “Customers & Jobs” list. To create a job in QuickBooks, open the “Customer Center” window. Then select the name of the customer for whom you want to make a job within the “Customers & Jobs” list. Then click the “New Customer & Job” button in the upper-left corner of the Customer Center. Finally, choose the “Add Job” command from the drop-down to open the “New Job” window.

            This window is just like the “New Customer” window, except that the first three tabs in the “New Job” window are already filled-in with the selected customer’s information. Simply enter a name for the job into the “Job Name” field at the top of the window. Then click the “Job Info” tab to enter the specific job information.

            On this tab, you can enter a longer description for the job into the “Job Description” field. Then enter the type of job into the “Job Type” field or choose a previous entry from the drop-down menu. This field helps you categorize the types of projects you perform for customers. You can use its values as a report filter, so you can see income and expense by job type.

Create a Job in QuickBooks - Tutorial: A picture of the “New Job” window in QuickBooks Pro.

Create a Job in QuickBooks – Tutorial: A picture of the “New Job” window in QuickBooks Pro.

            Next, select the status of the job from the “Job Status” drop-down field. Be sure to update the value within this field as the project progresses. When the job starts, enter the start date into the “Start Date” field. Then enter the best estimate as to when the job will be completed into the “Projected End Date” field. When the project finally finishes, enter its actual end date into the “End Date” field. When finished, click the “OK” button to add the job to the “Customers & Jobs” list. Note that “Jobs” for “Customers” appear as “subaccount” entries within this list.

            After you create a job in QuickBooks, you can record income and expenses for the job by using the “Customer:Job” column in the line items area of your forms, like the “Enter Bills” form, for example. You can also create estimates for a job within QuickBooks.

Create a Job in QuickBooks: Instructions

  1. To create a job in QuickBooks, open the “Customer Center” window.
  2. Select the name of the customer for whom you want to make a job from the “Customers & Jobs” list.
  3. Click the “New Customer & Job” button in the upper-left corner of the Customer Center.
  4. Then choose the “Add Job” command from the drop-down to open the “New Job” window.
  5. Enter a name for the job into the “Job Name” field at the top of the window.
  6. Then click the “Job Info” tab.
  7. Enter a description for the job into the “Job Description” field.
  8. Enter the type of job into the “Job Type” field or choose a previous entry from the drop-down menu.
  9. Then select the status of the job from the “Job Status” drop-down field.
  10. When the job starts, enter the start date into the “Start Date” field.
  11. Enter the best estimate as to when the job will be completed into the “Projected End Date” field.
  12. When the project finally finishes, enter its actual end date into the “End Date” field.
  13. Click the “OK” button to add the job to the “Customers & Jobs” list.

Create a Job in QuickBooks: Video Lesson

            The following video lesson, titled “Creating a Job,” shows how to create a job in QuickBooks. This video is from our complete QuickBooks Pro training, titled “Mastering QuickBooks Made Easy v.2017.”

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