Skip to main content
D
DCB337
August 8, 2019
Solved

File Name Codes for Jobs

  • August 8, 2019
  • 1 reply
  • 0 views
As a non-accountant new to QB, I couldn't help but notice that, unlike my old accounting program, you can't assign an alpha/numeric (or even alpha or numeric) file name code when you set up the Job. I see the Customer set-up allows for the addition of custom fields but the Jobs set-up does not. Is there a work around other than sticking the file code at the start of the Job Name?
Best answer by JenoP

Good day, DCB337.

 

Can you confirm which version of QuickBooks you're using? You can set up the job as a customer first so you can add the code using the custom fields. Then, convert it to a job afterwards.

 

Here's how:

 

  1. Set up the job as a regular customer and enter the code. 
  2. Place your cursor on the little diamond icon before the name until the mouse becomes a four-headed arrow. 
  3. Click and drag the arrow to the right or under the customer's name to convert it to a job. 

You might also want to visit these articles about custom fields for more info:

 

 

Let me know if you need anything else. 

 

 

 

1 reply

JenoP
JenoPAnswer
August 8, 2019

Good day, DCB337.

 

Can you confirm which version of QuickBooks you're using? You can set up the job as a customer first so you can add the code using the custom fields. Then, convert it to a job afterwards.

 

Here's how:

 

  1. Set up the job as a regular customer and enter the code. 
  2. Place your cursor on the little diamond icon before the name until the mouse becomes a four-headed arrow. 
  3. Click and drag the arrow to the right or under the customer's name to convert it to a job. 

You might also want to visit these articles about custom fields for more info:

 

 

Let me know if you need anything else. 

 

 

 

Terms & ConditionsAccessibility statement