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skinnyboy77
April 30, 2024
Solved

Combining jobs

  • April 30, 2024
  • 1 reply
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I'm working with a small start-up business, and I have a customer with a job that's being invoiced in 12 monthly installments for 2024.  At the start of April, they added two more jobs, and asked that I invoice them for the first four months, then eight more monthly invoices so that the project also concluded in December.

 

They're now asking me to combine all three jobs into one, and invoice for 1/12 of the total amount for each of the next eight months.  I'm leaning towards just keeping the jobs separate in Quickbooks and creating invoices manually.  Is there any other way to do what they want?  I'm using Desktop Pro 2019.

Best answer by MariaSoledadG

I'll provide some information about this to guide you on what to do, Skinnyboy77.

 

Yes, you're right, merging jobs isn't possible if there are estimates created. An invoice can only have one customer job. You can record an invoice with the job or enter them separately. In the meantime, you can send a request to let our product team know how this is helpful for your business. To do so, follow the steps outlined below:

 

  1. Go to the Help option.
  2. Select the Send Feedback Online option.
  3. Choose the Product Suggestion option. A pop-up window displays.
  4. Enter your feedback suggestion.
  5. Click the Send Feedback button. The feedback is sent.

 

QuickBooks Desktop offers different reports that provide your business needs. Learn the available reports that you can use to give you the right data. I've added this article for more information: Understand Reports.

 

Post your comment if you have any questions about jobs or invoices. The Community is always here to cater to all your needs. Have a nice day!

1 reply

K
KimberlyS
April 30, 2024

We appreciate you posting here in the forum, skinnyboy77.

 

I have the steps to help combine multiple jobs in QuickBooks Desktop. Allow me to share it with you so you only need to create a single invoice.

 

Since your customer wants you to emerge jobs to prevent creating separate invoices, you can refer to these steps for guidance:

 

  1. From the Customers menu, choose Customer Center.
  2. Locate the job you want to merge and copy the name.
  3. Click on the job you don't want to use, then Edit.
  4. Paste the name you copied and select Save & Close.
  5. To complete the merging process, pick Yes.
  6. Repeat steps 2 to 6 to merge the remaining job.

 

You can also refer to this article for the detailed steps: Merge list entries in QuickBooks Desktop.

 

On the other hand, you might want to scan this material for guidance on tracking customer transactions based on your business needs: Get started with customer transaction workflows in QuickBooks Desktop.

 

The Community is always open for you if you have additional questions when merging jobs or other related concerns in QuickBooks Desktop. Just click the Reply button to notify us immediately.

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skinnyboy77Author
May 1, 2024

Thanks for the quick reply.  Unfortunately, it tells me that since there are estimates, they cannot be merged.  All three jobs have an estimate, at least one invoice associated with it, and at least one payment as well (there are unpaid invoices, too).

MariaSoledadG
MariaSoledadGAnswer
May 1, 2024

I'll provide some information about this to guide you on what to do, Skinnyboy77.

 

Yes, you're right, merging jobs isn't possible if there are estimates created. An invoice can only have one customer job. You can record an invoice with the job or enter them separately. In the meantime, you can send a request to let our product team know how this is helpful for your business. To do so, follow the steps outlined below:

 

  1. Go to the Help option.
  2. Select the Send Feedback Online option.
  3. Choose the Product Suggestion option. A pop-up window displays.
  4. Enter your feedback suggestion.
  5. Click the Send Feedback button. The feedback is sent.

 

QuickBooks Desktop offers different reports that provide your business needs. Learn the available reports that you can use to give you the right data. I've added this article for more information: Understand Reports.

 

Post your comment if you have any questions about jobs or invoices. The Community is always here to cater to all your needs. Have a nice day!

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