Limited time only. 90% off QuickBooks for 6 months.
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
renaissantfinishes
Level 1

How do you set up multiple individual jobs under one customer

 
1 Comment 1
KayePe
QuickBooks Team

How do you set up multiple individual jobs under one customer

You can use the Projects feature in QuickBooks Online Plus and Advanced to manage multiple jobs for a single customer. If you're using a different plan, you may consider upgrading your subscription.

 

Once you're all set up, let's enable the feature in your settings. Then, follow these steps to create a project:

 

  1. Go to the All apps menu and select Projects.
  2. Click New project.
  3. Add the name of the job, the customer, and the timeline.

 

Your new jobs will then appear on the Projects page or directly within the customer's profile.

 

Have more questions about managing your jobs? Drop a reply below.

Need to get in touch?

Contact us