multiple jobs for the same customer

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@AlcaeusF wrote:

Hello there, @may17.

 

Thanks for reaching out to us here in the Community. I can help you add multiple jobs for the same customer in QuickBooks Desktop (QBDT).

 

You can set up or add multiple jobs for the same customer on the Customer Center. Here's how:

 

1. Go to Customers menu at the top.
2. Pick Customer Center on the drop-down (or press Ctrl + J on your keyboard for the shortcut).
3. Right-click on your customer's name, then select Add Job.
4. Enter the necessary information, then click OK once done.

 

You can follow the same steps for adding additional jobs. For your reference, you may check out these articles for more information:

• Track job costs in QuickBooks Desktop.
• Customize customer, job, and sales reports.

That should do it! Please let me know how it goes or if I can be of additional assistance by leaving a comment. I'm always here to help you out. Have a good one.

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Is there a way to add multiple jobs to the same customer contact without having to re-enter the customer's contact information? I too have multiple jobs under the same customer with the same point of contact information. (contact information entered on the "contacts" tab of the job information window) I include the customer contact(s) on invoices based on the info under this tab. Yet when I create a new job (right click on customer to add job), this contact information doesn't track through to the new job and I have to re-add the contact information in order for it to track through on invoices. 
Thank you.

Hello there, @tm1622. Now that you have me, I'll ensure you can get through this and have an invoice for your work orders in QuickBooks Desktop (QBDT).

Although QuickBooks doesn't have a built-in work-order form for this purpose, the Premier and Enterprise Solutions versions allow you to modify a sales order form and turn it into a work order form. QuickBooks then tracks the work orders just as it does sales orders, allowing you to link the work orders to specific customers and invoices. Input the steps below so you can proceed. To begin, here's how:

1. Access your QuickBooks Desktop company file.
2. Go to the Edit menu, and then select Preferences.
3. Click the Sales & Customers tab, and then check the box next to Enable Sales Orders.
4. Once done, click OK to save.

After this, you'll want to modify a copy of a Sales Order template, and then rename it to Custom Work Order. I'll walk you through the process so you can successfully modify it. To begin, here's how:

1. Click Sales Orders from your QuickBooks Home screen.
2. Click the Formatting tab on the Create Sales Orders window, and then click Manage Templates.
3. Select Custom Sales Order from the template list, and then click Copy to make a duplicate and avoid accidentally overwriting the original.
4. Name the new template by typing Custom Work Order in the Template Name field. You'll then click OK to begin customizing the template.
5. Click the Additional Customization button to view the advanced options, and then select the Header tab then change the default title text to Work Order.
6. Change the text for Ship Date to Scheduled Date or Job Deadline, and then check the both boxes beside the it.
7. Select the Columns tab, and then clear the second check boxes next to Rate and Amount if you want to prevent your rates and charges from appearing on the printed work order. Know that you'll still be able to enter this information on the computerized form for invoicing purposes.
8. Make any other customizations as appropriate for your company, and then click OK twice to exit the template.

You can now enter a work order just as you would a sales order. If you need to return to work order form, you can click the Sales Orders on the Home screen and then select Custom Work Order from the Template drop-down menu.

When you're ready to create an invoice for your work orders, know that you can do it just like how you would create an invoice for your sales orders. Refer to this article for the steps: Create an Invoice for Work orders in QuickBooks Desktop.

Additionally, I've got you this article to help you track job costs in QBDT: Track job costs in QuickBooks Desktop.

You can also check this page to learn more about customizing a report to show specific data in QBDT: Customize customer, job, and sales reports in QuickBooks Desktop.

Should you need further assistance with this? Or do you need help performing specific tasks in QuickBooks? Feel free to get back to me anytime. I'll be more than happy to help you out once again. Take care, and have a good one!