How to Set Up a QuickBooks 2013 Job

Many businesses work on projects or jobs. Accounting may work a bit differently when a firm organizes its work into projects or jobs. To set up a QuickBooks 2013 job, choose the Customers→Customer Center command. QuickBooks displays the Customer Center window.

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To set up a job for a particular customer, right-click the customer and choose the Add Job menu command. When you do so, QuickBooks displays the New Job window.

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To set up a job for a customer, use the Job Name box to give the job or project a name. For example, a home builder may use the address of the home as the job. (Perhaps just the street address would suffice.)

Optionally, you can also the Address Info, Additional Info, Payment Settings, and Job Info tabs to provide additional information about the job.

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The Job Info tab of the New Job window provides drop-down lists that you can use to identify the job status or the job type.

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The tab also provides text boxes that you can use to enter the job start date, projected end date, and actual end date. If a job is inactive and you no longer want it to appear in the Customer Center window’s list, you can also select the Job Is Inactive check box.

And that, my friend, is that. Essentially, all you do to begin tracking jobs is to add jobs to the Customer Center window’s Customer:Job drop-down list. Sweet, right?

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