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joe49
Level 1

Hi, can anyone recommend a good quickbooks online job management software to be able to track all my jobs and manage efficiently ?

 
5 Comments 5
Mark_R
Moderator

Hi, can anyone recommend a good quickbooks online job management software to be able to track all my jobs and manage efficiently ?

Hi there, @joe49.

 

You can sign up for QuickBooks Online (QBO) Plus version and use the Project feature to track job costs and keep everything in one place. Once you've got your QBO Plus, let's turn on the Projects feature.

 

Here's how:

 

  1. Click the Gear icon, then select Account and Settings.
  2. Go to the Advanced menu.
  3. In the Projects section, put a checkmark in the Organize all job-related activity in one place checkbox.
  4. Click Save, then Done.1.PNG

Once done, you can now create your project to track job costs. Let me guide you how.

 

  1. Click Projects from the left menu.
  2. Select New Project, then enter the project name.2.PNG
  3. Choose the customer you’re working for from the drop-down menu.
  4. Add any notes or details about the project.
  5. Click Save.

I'm adding this article for more details: Set up and create projects in QuickBooks Online.

 

You might also want to check out this article to learn more about the Project feature in QBO: Projects FAQ.

 

Please let me know if you need clarification about this, or there's anything else I can do for you. I'll be standing by for your response. Have a great day and stay safe.

joe49
Level 1

Hi, can anyone recommend a good quickbooks online job management software to be able to track all my jobs and manage efficiently ?

Yeah that will not work for me, thats more for projects, I want something similar to service m8 that does not cost as much.

Kass_B - Product Champion
Content Creator

Hi, can anyone recommend a good quickbooks online job management software to be able to track all my jobs and manage efficiently ?

Hi joe49,

 

If you would prefer not to use projects, you may wish to explore the App Store to see what apps can integrate with QuickBooks Online that may be more suited to your needs. While we can't give you recommendations on specific apps as they are third parties, each has a section for FAQs, customer reviews, pricing and so on so you can see what other QuickBooks Online users have tried and where they have had the best experience.

 

 

-Kass

 

Fiat Lux - ASIA
Level 15

Hi, can anyone recommend a good quickbooks online job management software to be able to track all my jobs and manage efficiently ?

@joe49 

If you run a field service business, you may compare SM8 to FP.

https://fieldpulse.grsm.io/quickbooks

 

Otherwise, consider having a project management app to integrate with your QBO.

Fiat Lux - ASIA
Level 15

Hi, can anyone recommend a good quickbooks online job management software to be able to track all my jobs and manage efficiently ?

Another field service app to explore

https://jobber.grsm.io/quickbooks

 

Hope it helps.