I teach classes from time to time. How do I define a "job" that has multiple customers assigned to it (i.e. I am teaching a particular class, and several of my customers are signed up for it)? Is there a better way to handle this situation? I often have repeat customers...I would like to create a report that shows all the classes a particular customer has taken...that way I can recommend additional classes for them to take...
I believe quickbooks wont let you create a job for all your customers, you need to create a job per customer. However, I would suggest that you can just create an ITEM so that you can use it for all your customer. And for your report, you can just customize the items sold by customer. I hope this will help.
I already have items set up for each of the classes I teach, and that's what I use. What I'd really like to be able to do is to print a report that lists all the students for each of the classes (i.e. items)...
There doesn't seem to be a way to get a report for when each item was "sold", i.e. a class was taught, and who attended. I can create "group invoices", by selecting a list of customers from the master list, but that means looking up who attended a class, or manually entering a class attendance list.
Creating items per class is the current workaround since we’re unable to assign multiple customers into a single job. To get a report that’ll show lists all the students for each of the classes, you can run the Sales by Item Detail. Here’s how:
We’re just a post away if you have other concerns about QuickBooks.