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How to Set Up a QuickBooks 2014 Job

Many businesses work on projects or jobs. To set up a QuickBooks 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 from the shortcut menu. 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 Title 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 use the Address Info, Additional Info, Payment Setting, and Job Info tabs to provide additional information about the job.

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The following figure shows the Job Info tab of the New Job window. This tab provides drop-down lists that you can use to identify the job status and the job type. The tab also provides text boxes that you can use to enter the job start date, projected end date, and actual end date.

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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 add jobs to the QuickBooks Customer:Job list. Sweet, right?

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