Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
posted
Adding a job to a customer is a breeze, @drjelectrical1.
You'll just have to create a project then choose a customer for the job. QuickBooks Online (QBO) uses Project as the counterpart of Jobs in QuickBooks Desktop (QBDT). By this, you'll be able to add project income, expenses, and labor expenses.
Also, the Project feature is only available to the Plus and Advanced versions of QBO. If you're not using any of these, you might want to consider upgrading your account.
If you already have, you can start creating a project anytime you're ready. I'd be glad to guide you in setting things up.
- Go to the Projects menu.
- Select New Project.
- In the Project Name field, enter the project name.
- Select the project customer from the Customer drop-down.
- Add any notes or details about the project in Notes.
- Select Save.
If you're viewing your company in Business view, just hover to the Business overview menu and select Project. Then, you can follow steps 2-6 above to complete the process.
For more details about how projects work in QBO, feel free to check this article: Set up and create projects in QuickBooks Online.
Once done, you'll want to utilize this link for guidance in knowing your ways around QBO: Video tutorials for QuickBooks Online.
If you need more help setting up projects in QBO or navigating around it, you can always tag me in your reply. I'll be here whenever you need me. Have a great week ahead!
