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RyanC3PO
April 11, 2022
Question

Manage Customer and Job List

  • April 11, 2022
  • 1 reply
  • 0 views

Hello.  Wondering about best practice ideas for managing multiple jobs for the same customer.  Any ideas?

 

In Desktop, I set up customers and then added jobs under each customer.  I had a speadsheet to track my overall jobs list, so I could number them numerically (for the company not for the job).

 

So I ended up with a Customer - John Doe, and then under John Doe I would see the list of jobs for him.  Say Jobs 0020, 0033, 056, etc.  Those where three jobs from my Jobs master list over on the spreadsheet.  Those jobs were numbered sequentially.

 

Is there a better way?  I want to track by overall jobs numerically as i get them, but I want to assign them to individual customer as I get them.

 

Thanks in advance. 

 

 

1 reply

JasroV
JasroV
April 11, 2022

Welcome to the Community space, @RyanC3PO.

 

You'd be glad to know that tracking Jobs/Project in QuickBooks Online (QBO) is a breeze. All you have to do is set them up and QBO automatically arranges it numerically and alphabetically. 

 

Project is for QBO while Jobs is for QuickBooks Desktop (QBDT). Please know that the Project feature is only available in the Plus and Advanced versions of QBO. 

 

If you did not subscribe to these plans, you'll want to upgrade your current plan to have this feature. Furthermore, here's how to set up a project in QBO:

 

  1. Go to the Project menu.
  2. Select New project.
  3. In the Project Name field, enter the project name.
  4. Select the project customer from the Customer drop-down.
  5. Enter the needed details for the project and click Save.

 

In regards to assigning them to another customer, you'll just have to open and edit the project, then select another customer for that project.

 

You can utilize this article for the complete details: Set up and create projects in QuickBooks Online.

 

When everything is set, you might want to check out this article that can guide you on how to seamlessly run your payroll: Process or run payroll. 

 

If you need more help managing your projects in QBO, please let me know in your reply. I'll be more than happy to assist you. Have a good one!

R
RyanC3POAuthor
April 11, 2022

Unbelievable.  I'll add this to my list of basic features Quickbooks is taking away from Small Business after forcing us to move from Desktop to Online.  Really disappointing Quickbooks.

 

For other users.  Has anybody come up with a work around?

    C
    CP61
    January 14, 2024

    I have to agree with this. Being forced to pay double the cost on a yearly basis for a very small business is absolutely absurd. Add to that, you have to upgrade to a higher version of QBO to get the same exact functionality that we had in Desktop.

     

    I'll be searching for an alternative this week

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