File Name Codes for Jobs

DCB337 · ‎August 08, 2019

As a non-accountant new to QB, I couldn't help but notice that, unlike my old accounting program, you can't assign an alpha/numeric (or even alpha or numeric) file name code when you set up the Job. I see the Customer set-up allows for the addition of custom fields but the Jobs set-up does not. Is there a work around other than sticking the file code at the start of the Job Name?

JenoP · ‎August 08, 2019

Good day, DCB337.

Can you confirm which version of QuickBooks you're using? You can set up the job as a customer first so you can add the code using the custom fields. Then, convert it to a job afterwards.

Here's how:

Set up the job as a regular customer and enter the code.
Place your cursor on the little diamond icon before the name until the mouse becomes a four-headed arrow.
Click and drag the arrow to the right or under the customer's name to convert it to a job.

You might also want to visit these articles about custom fields for more info:

Let me know if you need anything else.

View solution in original post

JenoP · ‎August 08, 2019

Good day, DCB337.

Can you confirm which version of QuickBooks you're using? You can set up the job as a customer first so you can add the code using the custom fields. Then, convert it to a job afterwards.

Here's how:

Set up the job as a regular customer and enter the code.
Place your cursor on the little diamond icon before the name until the mouse becomes a four-headed arrow.
Click and drag the arrow to the right or under the customer's name to convert it to a job.

You might also want to visit these articles about custom fields for more info:

Let me know if you need anything else.

Topics

Training

Community

Resources

File Name Codes for Jobs

File Name Codes for Jobs

File Name Codes for Jobs

Need to get in touch?