United States United Kingdom Australia Canada (English) Canada (French) France Singapore South Africa Global Ireland
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
Almeister
Level 1
posted
‎March 14, 2022 04:01 PM
last updated ‎March 13, 2022 10:01 PM

Naming jobs.

One of the things i find most difficult in quickbooks as a tradie is thst you cant name jobs.

 

Invoice 12456 means nothing to me, i have multiple customers that at any one time i can have 20 or more invoices and quotes out for. 

if i complete one of them and want to turn it into an invoice or the customer wants to clarify something about it i have to go into each quote one by one and try to remember what materials ive used or write a note at the bottom of the quote. 

would be so much easier if i could name the quote so its easy to find without opening it - see attached pic for how i think it should work: 

Reply
1 Comment 1
IntuitSheila
Level 8
‎March 14, 2022 04:49 PM

Naming jobs.

Hi Almeister,

 

Thanks for posting in the Community.

 

I can see how helpful for you and your business to be able to name jobs for your quotes. While the option to name jobs for an invoice/quote is unavailable in the set of features. You can check out how to use tags and group tags to get deeper insights into your sales and expenses.

 

Here's how to create tags:

 

  1. Click on Settings ⚙ and select Tags.
  2. Click on New ▼ dropdown and then Tag group.
  3. Give the group a name.
  4. Choose a colour from the ▼ dropdown.
  5. Click on Save.

 

Tags are primarily used to let you track transactions however you'd like to use a customizable label for easy reporting. They don't impact your books. Instead, they're a way for your team to track the info that matters most to you.

 

Let me share with you this article for your reference: What are tags and why should I use them?

 

Feel free to comment below if you need more help with QuickBooks Online. The Community is here to help you. Have a nice day!

Reply