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Intuit

Set up and manage jobs in QuickBooks Desktop for Mac

Learn how to set up a job and manage it in QuickBooks Desktop for Mac.

QuickBooks lets you track each job or project you do for your customer. Follow these steps on how to set up and manage jobs.

Set up a job

If you haven’t yet, add a customer first so you can assign a job to them. Here’s how you can set up a job for your customer.

  1. From the Customer menu, select Customer Center.
  2. Select the customer you're doing the job for.
  3. Select the + menu, then select Add Job.

    Note: QuickBooks auto-populates the fields based on your customer’s info.

  4. Enter the name of the job, then select the Job Info tab.
  5. Fill out the Job Information fields.
  6. Select OK.

Edit a job

Here’s how you can update a job’s info. Note that if you make any changes, it will affect only this job. For example, if your customer's billing address is different for this job, you can enter the job address without affecting the customer's main address.

  1. From the Customer menu, select Customer Center.
  2. Select the job under a customer name.
  3. Select the pencil ✎ icon, then apply the changes needed.
  4. Select OK.

Delete a job

If you’re done with a job and want to delete it from your customer, you can make it inactive. Here’s how.

  1. From the Customer menu, select Customer Center.
  2. Select the job under a customer name.
  3. Select the pencil ✎ icon, then mark the Job is inactive checkbox.
  4. Select OK.

If you need a report that focuses on your jobs, you can customize a report. Find out how you can customize it.

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