The tip for today is Creating a Job for a Customer
One of the many great features of QuickBooks is the ability to use your data file in so many ways. The ability to create jobs under your customer name is one of them.
This is especially helpful for contractors. You will be able to run job reports and customer reports. You can run a Profit & Loss on the job itself or on all jobs from your customer. When the job is complete, edit the job and select "close the job" to make it inactive.
Such an easy feature and so helpful for the busy client.
Lynda
Check out my website at www.artesanibookkeeping.com
One of the many great features of QuickBooks is the ability to use your data file in so many ways. The ability to create jobs under your customer name is one of them.
- Just go to the customer center,
- select your customer
- right click, and select "add job".
This is especially helpful for contractors. You will be able to run job reports and customer reports. You can run a Profit & Loss on the job itself or on all jobs from your customer. When the job is complete, edit the job and select "close the job" to make it inactive.
Such an easy feature and so helpful for the busy client.
Lynda
Check out my website at www.artesanibookkeeping.com
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