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watkinsaviation
Level 1

Invoicing for Jobs

Good Morning,

 

I own a fleet of rental vehicles that get rented out. I track all the income & expenses on a per vehicle basis so that I can know the profitability of each vehicle. To do this I have a customer named "Vehicles" and then jobs named after each car "Blue Car", "Red Car", etc etc. 

 

This works great. I can run a job profitability report at any time and see how each car is doing, 

 

For payments I've been receiving cash/checks or been using 3rd party sources like venmo/cashapp for credit cards. I'd like to start using quickbooks online payments combined with invoicing. The issue is.. I can't figure out how to invoice my true customers for the rent due on the "(Vehicle:Blue Car)" as Vehicle:Blue Car is a "Customer" within Quickbooks.

 

Any ideas?

3 Comments 3
Kurt_M
QuickBooks Team

Invoicing for Jobs

@watkinsaviation, It's great to see you here in the community. I'll provide you with some information about your query.

 

You can consider changing your set up to be able to use QuickBooks Payment and then let your customers pay the e-invoices. Here's an overview of what you're going to do:

 

  • Create customer's profile for your customers here in QuickBooks Desktop(QBDT)
  • Create a service item for the Cars
  • Use the class tracking per line item for the color of your cars
  • Turn on QuickBooks Payments in QBDT
  • Send Invoices to your customers and let them pay it by themselves.

 

To create a customer's profile for your customers in QuickBooks Desktop, here's how:

  1. Go to Customers and then select Customer center.
  2. Click on New Customer & Job.
  3. Select New Customer and then enter their Information.

    You'll then proceed to create a  service item for the Cars. To begin, here's how:


 1. Go to Lists and the select Item list.

 2. Below, click on Item drop-down arrow and then choose New or New Item.

 3. Choose Service as your item type and then enter the necessary information about the service item.
 4. Once done, click OK.

 

Use class tracking per line item for the color of the car. To begin, you'll have to turn on the class tracking feature in your QuickBooks Desktop. You can refer to this article for the steps.

 

 

Now that you've turned on the class tracking feature in your QBDT account, you can proceed to create your classes. You can refer to this article for the steps on how to create and manage classes in QuickBooks Online.

 

To connect your QuickBooks Payments account to your QuickBooks Desktop, you can refer to this page for the steps. This page also contains an instructional video.

 

Once done, you can now send invoices to your customers and then let them pay it by themselves. To send, you can refer to this page for the steps.

 

You can also refer to your accountant. This way, they can provide you with other options.

 

I’m adding a link here where you can search for an article that will help you if you need some information or procedures while using QuickBooks Desktop. Help articles.

 

You can get back to me if you have other QuickBooks-related concern. To notify me, you can click the REPLY button below. I'll keep an eye for your response. Keep safe! 

watkinsaviation
Level 1

Invoicing for Jobs

Thanks for the reply. This is on Quickbooks Desktop not online. 

ZackE
Moderator

Invoicing for Jobs

Thanks for getting back with the Community, watkinsaviation.
 

You can list a customer's full name in their profile.
 

Here's how:

  1. In your top menu bar, go to Customers, then Customer Center.
  2. Find the customer you want to edit and double-click their name. If you're looking to create a new customer, use your New Customer & Job ▼ drop-down list, then choose New Customer.
  3. Enter their full name in the FULL NAME fields.
  4. Specify any other necessary details.
  5. Select OK.

 

Now your customer's full name will display in the BILL TO section when you choose them from your CUSTOMER:JOB ▼ drop-down on the invoice creation screen:

 

When editing or creating a customer profile, you also have an option to list their name in the CUSTOMER NAME field.

 

When you're ready to submit an application for a QuickBooks Payments account to process payments with, you can do so while using QuickBooks:

  1. In your top menu bar, go to Customers.
  2. Choose Add Credit Card Processing.
  3. Follow the on-screen steps to finish applying.


I've also included a detailed resource about sending online invoices which may come in handy moving forward: Send online invoices
 

I'll be here to help if there's any questions. Have an awesome day!

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