I moved over from MYOB where we used Job no.s to allocate bills to certain vehicles on our fleet, I was told this is possible in Quickbooks, would you tell me how please?

I'd be delighted to share with you some insights on how to use job numbers to allocate bills to specific vehicles, @suraj-oranarenta.

You can set up and add jobs as projects in QuickBooks Online (QBO) to track job costs from there. Then, turn on class tracking, enabling you to allocate bills to specific vehicles.

Here's how to activate and set up class tracking:

1. Go to Settings ⚙ and select Account and Settings.
2. Select Advanced, then select the Categories section to edit.
3. Check Track classes.
4. Tick the Warn me when a transaction isn't assigned a class box. This is optional, but it's good to turn on, so when you look at reports, you know everything got classified.
5. Under Assign classes, select the One to entire transaction or One to each row in transaction option from the drop-down list.
   
6. Select Save, then Done.

From the Projects menu, create the job by clicking the New project button. Add the project name or number and then the customer name, and then hit Save. Once done, you can allocate the bill to the vehicle. Here's how:

1. Select Add to project and then choose Bill.
   
2. Enter necessary details.
3. Under Category or Item Details, click the empty cell on the Class column and then select +Add new to add the vehicle name.
   
   
4. Hit Save and close.

Additionally, you can go to the Project Reports tab to view the job or Project profitability report.

I'll share these articles based in Australia since you posted earlier on an Australian QuickBooks Community site for more information about the features that you can run to track your transactions:

• Projects FAQ
• Turn on class tracking in QuickBooks Online

I'm always open to your reply if you need some assistance or other concerns with tracking bill transactions in QuickBooks. Anytime we can help you here. Take care, and have a great Saturday afternoon!

Thank you so much for your prompt reply. Please can I ask if we can bull import job codes from MYOB?

Thanks for your prompt response, and let me add a few details on how you can import MYOB jobs to QuickBooks, @suraj-oranarenta.

You can use a third-party application to import job codes from MYOB to QuickBooks Online (QBO). Here's the exact link and details on how to gather your MYOB to QBO: Frequently asked questions about bringing your data to QuickBooks Online.

I've added an article to get more insights into what information can be directly imported to QBO: Common questions about importing data to QuickBooks Online.

Let me know if you have other concerns with importing and managing data. I'll be around to help. Take care and enjoy the rest of the day!

@suraj-oranarenta 

Prepare the Class data with the following template

then utilize an importer tool

https://transactionpro.grsm.io/qbo