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DCB337
Aug 8, 2019 4:40 AM UTC
Solved

File Name Codes for Jobs

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?
JenoP
JenoPAnswer
Aug 8, 2019 7:08 AM UTC

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. 

 

 

 

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1 reply

JenoP
JenoPAnswer
Aug 8, 2019 7:08 AM UTC

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. 

 

 

 

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