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Customers: Adding and editing a job

QuickBooks lets you track each job you do for a customer separately from all other jobs. That way, your reports can show your income and expenses by job. You can add multiple jobs for a customer.

video See how a business owner uses jobs.

video Watch an overview of how to create a job.

To add or edit a job:

  1. Choose Lists > Customer:Jobs or choose Customer > Customer Center.
  2. Select the customer you're doing the job for.
  3. Click the + menu at the bottom of the customer list and click Add Job. Or, Control-click anywhere in the Customer:Job list and choose Add Job from the shortcut menu.
  4. Enter the name of the Job.
  5. To mark a customer as inactive, select the “Customer is inactive” checkbox. More info
  6. If anything shown in the General Information section is incorrect for this job, change it.

    The information QuickBooks fills in comes from your customer's record. If you make any changes here, the changes affect only this job. For example, if your customer's billing address is different for this job, you can enter the job address without affecting the customer's main address.

  7. Click the Job Notes pane. Enter the information about the job and click OK.