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terrywag86
June 9, 2024
Question

Using quickbooks online, How do I add a "job" under a customer without creating a new customer?

  • June 9, 2024
  • 1 reply
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I was using quickbooks desktop pro2022 and I could add jobs (as they got called in [in advance])under customers by right-clicking customer and adding jobs.  This made it easy to go through my customer list later on and see at a glance what I had done historically by the job descriptions.

 

Is there now a way to "add jobs" under my existing customers as they get called in [in advance]?  Using quickbooks online now?

1 reply

JoesemM
JoesemM
June 10, 2024

I'll share insights on how a job works in QBO, terrywag86.

 

In QuickBooks Online, you can create projects or sub-customers. This is useful if you want to track individual customers who are also part of a group or a large organization. While there's no limit on sub-customers, but parent accounts can only have sub-customers up to four levels.

 

To add a sub-customer, follow the steps below:

 

  1. Go to ​Sales, then select Customers.
  2. Select New customer.
  3. Enter the sub-customer’s name and contact info.
  4. Select the Is a sub-customer checkbox. This action will display a parent customer dropdown menu.
  5. In the Parent customer ▼dropdown, select the parent account. 
  6. Select the Bill parent checkbox if you want to bill the sub-customer with the parent customer. Leave this unchecked if you want to bill the sub-customer themselves.
  7. Review each section and enter any info you need for the sub-customer.
  8. Click Save.

 

For more information about adding, editing, deleting, or merging customers in QuickBooks Online, see this article: Add and manage customers in QuickBooks Online.

 

Also, with the Projects feature enabled, you can add multiple projects under a single customer. All you have to do is simply create a new project, and then map it to a specific customer profile. 

 

Go to the Projects page, then click the Start a new project or the New project button. If you haven't done it yet, you can also convert those sub-customers to projects . Go to the Sales tab then select Customers. For more detailed information when changing sub-customers into projects: Convert sub-customer to project.

 

Additionally, I'll be sharing these links that will guide you in pulling up reports that include customer transactions and projects:

 

 

If you have follow-up questions while setting up your customers and processing their transactions, let me know by leaving a comment below. I'm here to help.

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