If you are only doing one job for a customer, you don't have to add a new job to your Customer:Job list just to be able to track job-related information (start date, end date, job status, etc.). The Job Info button in the New and Edit Customer windows gives you a way to enter job information without formally adding a new job to the Customer:Job list.
Job Status (Pending, Awarded, etc.) | Job status information is for your records — it gives you a way to keep track of each job. When you create a job report, QuickBooks includes the status of each job on the report. You can also see the status of each job on the Customer:Job list. |
Start date and end date (projected or actual) | 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 job report, you can add columns that show the start date, your projected end date, and the actual end date for each job. |
Job description | 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.
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. |
Job type | Job types give you a way to classify your jobs so you can group and subtotal similar jobs on your reports. By using them, you'll be able to determine which kinds of jobs are the most profitable for your business. For examples of job types, see job types. |
If you add another job for the customer later, QuickBooks assumes that you are setting up a second job and asks what job name you want to give to the original job information. After you set up the job, you'll see two job names for the customer in the Customer:Job list. From that point on, the Job Info button no longer appears in the Edit Customer window when you are editing that customer's record. To edit information for one of the jobs, you must select that job in the Customer:Job list and choose Edit from the Action pop-up menu ( ).