cancel
Showing results for 
Search instead for 
Did you mean: 
may17
Level 2

multiple jobs for the same customer

 I have only one customer, but different projects, even with different departments. How can I add multiple jobs to the same customer? Do I have to create the same customer every time that I am entering the information for a specific project? Sometimes the contact person is different also. 

Solved
Best answer November 29, 2018

Best Answers
FritzF
Moderator

multiple jobs for the same customer

Hello there, @may17.

 

Thanks for reaching out to us here in the Community. I can help you add multiple jobs for the same customer in QuickBooks Desktop (QBDT).

 

You can set up or add multiple jobs for the same customer on the Customer Center. Here's how:

 

1. Go to Customers menu at the top.
2. Pick Customer Center on the drop-down (or press Ctrl + J on your keyboard for the shortcut).
3. Right-click on your customer's name, then select Add Job.
4. Enter the necessary information, then click OK once done.

 

You can follow the same steps for adding additional jobs. For your reference, you may check out these articles for more information:

That should do it! Please let me know how it goes or if I can be of additional assistance by leaving a comment. I'm always here to help you out. Have a good one.

View solution in original post

14 Comments
FritzF
Moderator

multiple jobs for the same customer

Hello there, @may17.

 

Thanks for reaching out to us here in the Community. I can help you add multiple jobs for the same customer in QuickBooks Desktop (QBDT).

 

You can set up or add multiple jobs for the same customer on the Customer Center. Here's how:

 

1. Go to Customers menu at the top.
2. Pick Customer Center on the drop-down (or press Ctrl + J on your keyboard for the shortcut).
3. Right-click on your customer's name, then select Add Job.
4. Enter the necessary information, then click OK once done.

 

You can follow the same steps for adding additional jobs. For your reference, you may check out these articles for more information:

That should do it! Please let me know how it goes or if I can be of additional assistance by leaving a comment. I'm always here to help you out. Have a good one.

View solution in original post

thelumenator
Level 1

multiple jobs for the same customer


@FritzF wrote:

Hello there, @may17.

 

Thanks for reaching out to us here in the Community. I can help you add multiple jobs for the same customer in QuickBooks Desktop (QBDT).

 

You can set up or add multiple jobs for the same customer on the Customer Center. Here's how:

 

1. Go to Customers menu at the top.
2. Pick Customer Center on the drop-down (or press Ctrl + J on your keyboard for the shortcut).
3. Right-click on your customer's name, then select Add Job.
4. Enter the necessary information, then click OK once done.

 

You can follow the same steps for adding additional jobs. For your reference, you may check out these articles for more information:

That should do it! Please let me know how it goes or if I can be of additional assistance by leaving a comment. I'm always here to help you out. Have a good one.


Is there a way to add multiple jobs to the same customer contact without having to re-enter the customer's contact information? I too have multiple jobs under the same customer with the same point of contact information. (contact information entered on the "contacts" tab of the job information window) I include the customer contact(s) on invoices based on the info under this tab. Yet when I create a new job (right click on customer to add job), this contact information doesn't track through to the new job and I have to re-add the contact information in order for it to track through on invoices. 
Thank you.

RCV
QuickBooks Team
QuickBooks Team

multiple jobs for the same customer

Hi there, may17.

 

The option to automatically add the contact information from the Job window into the Contacts tab is unavailable. You'll need to manually add them in the Manage Contacts tab to reflect the contact information per customer's job.

 

You may visit our Intuit Marketplace. Then, look for third-party applications that can help you import Job information directly into the Contacts tab in QuickBooks.

 

I'll personally share your product suggestion with our engineers regarding this one.

 

Feel free to visit the Community if you need anything else.

Berna
Level 2

multiple jobs for the same customer

Is there a way to create one invoice to the customer that includes several jobs or projects (in QBO)?

IamjuViel
QuickBooks Team

multiple jobs for the same customer

Greetings, @Berna.

 

I can share some insights on how creating an invoice works in QuickBooks Online.

 

Currently, one invoice is good for one project or job only regardless if they are under the same customer. What you can do is send your customer a statement containing all the unpaid invoices listed under the same customer or project.

 

Here's how:

  1. Click the Plus Icon (+).
  2. Choose Statement.
  3. Under the Statement Type, select Transaction Statement.
  4. Enter the Statement Date.
  5. In the Customer Balance Status drop-down, select Open or Overdue.
  6. Select the Date Range of the transactions that will be included on the Statement.
  7. Click Apply.
  8. Choose the specific customer or project you're sending.
  9. Click Save and Close.

That should do it! For additional reference, you may check these articles:

You can leave a post here in the Community if you have other questions about sending multiple invoices to your customer. I'm always here to help.

Suzq
Level 2

multiple jobs for the same customer

I have entered a job for a customer, however the job became the Parent!

So now my customer is gone and I have one job under the job I created so the last job I created became the parent, thank goodness the invoices/payments followed my job so those are still out there and I don't want to lose those!

 What can I do to correct this?

Thank you for your time 

Anonymous
Not applicable

multiple jobs for the same customer

Hi, @Suzq.

 

Let me help get this job sorted out for you.

 

It seems that you've accidentally dragged the job on the left side panel of your Customers & Jobs. This is usually the case if the job becomes the Parent. To restore it back as a job under that specific customer, you can drag it back to its proper place.

 

Here's how:

 

  1. Go to the Customers menu and click the Customer Center.
  2. On the Customers & Jobs folder, locate the job that became the Parent.
  3. Click the Diamond shape beside the job and drag it under the correct customer.
  4. Once the job is under the customer, click and drag it again to the right side making sure it's aligned to the other jobs. 

 

 

If you've somehow made a customer inactive, you can still make it active by clicking the X mark. Just ensure you've filtered the Customer & Jobs folder to All Customers.

 

 

This should help sort out your jobs to the correct customer.

 

Should you need some other references in the future, you can check out the following articles below. The re-sort lists can help if you encounter any data list issues in QuickBooks.

 

Tracking job costs in QuickBooks Desktop

 

Re-sort lists

 

 

Keep me posted if you have other questions about your customers and jobs. I'm here to help.

Suzq
Level 2

multiple jobs for the same customer

Hello, Sorry about not getting right back to you, however saw your post but when I went to answer, I went someplace else and couldn't find the post.

Anyway, my customer was gone, so I just went to the job name and retyped the customer name and all was well, the customer came back up with the two jobs below it just as it was before I accidently scrambled things up. Now all is well, thanks for getting back to me right away    

Cheftel
Level 1

multiple jobs for the same customer

It will only let me add 4 jobs to a customer.

Rubielyn_J
QuickBooks Team

multiple jobs for the same customer

Adding more than four jobs in QuickBooks Desktop is available, @Cheftel.

 

Make sure to make the job name different to successfully add one. It would be helpful as well if you can provide any prompt or error message after adding the 5th job. 

 

Let's try opening a sample file to check if you can add more than four jobs. I'll show you how:

  1. In your QuickBooks Desktop, go to the  File menu at the top left portion.
  2. Choose Close Company
  3. In the No Company Open window, select the drop-down arrow beside Open a sample file
  4. Select Sample product-based business.
  5. Click OK and then choose I’m not the admin.
  6. Once done, select Continue and then click OK.

 If it works, let's go back to your company file and run the Verify and Rebuild Data.

 

You'll want to track the expenses for a job. I've added this article for more details: Tracking job costs in QuickBooks Desktop.

 

Please leave a comment below if you need further assistance in adding customer jobs. I'm always available to assist you.

New_2_Quick_Books
Level 1

multiple jobs for the same customer

I too need to have multiple jobs for just one customer, but I use QuickBooks Online and I do not see a Customer Center or Add Job option. How do I add new jobs under the same customer on QBO?

MariaSoledadG
QuickBooks Team

multiple jobs for the same customer

We have simplified this in QuickBooks Online how you can enter multiple jobs for just one customer, New_2_Quick_Books.

 

You can use the Projects feature to add income and expenses to a specific project, tag old transactions to new projects, and run project-specific reports from a single dashboard. To set this up, you'll have to turn on the feature so you can create a project. You can follow the steps below:

  1. Click the Gear icon, then select Account and settings.
  2. Go to the Advanced tab.
  3. Find the Projects section and select Edit ✎ to expand it.
  4. Select the Organize all job-related activity in one place checkbox.
  5. Click Save and close your settings.

Then, create a project.

  1. Select the Projects menu.
  2. Select New Project.
  3. Give your project a memorable name.
  4. Select the customer you’re working for from the drop-down menu.
  5. Add any notes or details about the project.
  6. Click Save.

For more information, you can read this article: Set Up And Create Projects In QuickBooks Online.

 

For reference, you can run the project profitability report to calculate your profits and cost by project.

 

Feel free to let me know if you have questions about jobs. Remember, we're here to help you anytime.

New_2_Quick_Books
Level 1

multiple jobs for the same customer

Thank you for your reply, however, in following your step-by-step guidance, there is no "Projects" section after clicking the "Advanced" tab. My choices are: Accounting, Company type, Chart of accounts, Automation, Time tracking, Currency, and Other preference. Please tell me how to bring up the "Projects" section. Thanks!

MariaSoledadG
QuickBooks Team

multiple jobs for the same customer

The Projects feature is available for QuickBooks Online Plus, Advanced, and Accountant, New_2_Quick_Books.

 

If you're using Simple Start or Essentials, the feature isn't available for those versions. You'll want to upgrade your subscription so you'll find the best accounting tools for your business and be able to use Projects. To do this, you can follow the steps below:

  1. Sign in to QuickBooks Online as a master or company admin.
  2. Click the Gear icon and then Account and settings.
  3. Select the Billing & Subscription tab.
  4. Make sure your payment info is up-to-date.
  5. In the QuickBooks Online section, select Upgrade your plan.
  6. Review the available plans and then select Choose plan.
  7. Follow the on-screen steps to upgrade your plan.

Once done with the upgrade, you can now go ahead and use the feature.

 

For your reference, you can browse these help articles in case you want some information about QuickBooks Online (QBO).

 

Please let me know if you have any other concerns about projects. I'm just a w clicks away if you need more help.

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us