Quickbooks, Bookkeeping and Accounting Blog

If you do multiple jobs for the same customer, then you should consider using Customer Jobs in QuickBooks. Read Using Customer Jobs in QuickBooks for a description of customer jobs and reasons to use them. Instructions for adding jobs to customers follow.

Click on the Customer Center icon in QuickBooks.

Right click on the customer for which you want to add a job and select Add Job.

Fill out the Job Name and any additional information you want to fill out. The Address Info is inherited from the parent customer, but you can change it if you want to. You don’t need to fill out anything on the Additional Info, Payment Info and Job Info tabs, but I recommend looking at them to get an idea of the kinds of things QuickBooks can help you track for customers and specific customer jobs. Click Ok to finish.