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Job site location in quickbooks desktop

Cant seem to find the answer to this, thought it would be a common thing. I create a customer with a billing address, this customer may have several jobs in different locations. So, I create a job under the customer, but I don't see anywhere to enter a job site address. Is everyone using the ship to address? I need this done correctly so that I can export correctly to a data base.

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Best answer 08-28-2019

Accepted Solutions
Moderator

Re: Job site location in quickbooks desktop

We are glad that the answer above helps you enter the job's site address, pstodman.

 

Yes, I can show you how to export the Job's list report to Excel. Here's how:

  1. Click on the Reports menu. 
  2. Select Customers & Receivables and select Customer Contact List.
  3. Click on the Customize Report button.
  4. In the Display tab, search for Ship and select the items. 
  5. In the Filters tab, search for Customers
  6. In the Customer drop-down, select Multiple customers/jobs and select the jobs. 
  7. Click on OK
  8. Click on OK
  9. Click on EXCEL and select Create New Worksheet
  10. Click on Export.

 

This is the sample job's custom address. 

 

Here's a sample report after customizing the Customer Contact List:

 

Syncing Microsoft Access to QuickBooks isn't available. You'll have to manually sync this report. However, I can personally send it as a feature request to our Product Development Team. 

 

If you've got more questions, please let us know. We are here to help. 

 

3 Comments
QuickBooks Team

Re: Job site location in quickbooks desktop

Welcome aboard to the Intuit Community, pstodman.


I have great news for you! You can either utilize the Ship to field or create a custom one to enter the job site address.


If you decide to put the information under a custom field let’s go to the customer’s profile to add it. I have a few easy steps to perform this task.

 

  1. In your company file, navigate to the Customers menu to select Customer Center.
  2. From the list, right-click beside the job’s name you’re working on and choose edit Customer:Job.
  3. On the customer’s profile, go to the Additional Info menu and then hit the Define Fields tab to open the Set up Custom Fields for Names window.
    cux7.png
  4. Under Label, type in the name you want to use for the field. For example, Job Site Address.
  5. Mark the box for Cust. If you want the information to appear on the entry or list, put a checkmark under Trans and List.
    cux8.png
  6. Once done, hit the OK button twice.

Now, create a custom template for this specific job. Here’s how:

 

  1. At the top menu bar, choose the Lists tab to select Templates.
    cux.png
  2. Scroll down to click the Templates drop-down and choose New.
    cux1.png
  3. Mark the radio button for Invoice and tap OK.
    cux2.png
  4. In the Basic Customization window, press the Additional Customization menu.
    cux3.png
  5. When the window for Additional Customization opens, look for the Job Site Address in the Header column.
    cux4.png
  6. Mark the box for Columns so the field will appear on the invoice.
  7. Click OK twice.

For further insight into this feature, check out the Use and customize form templates article. This gives an overview on how to manage sales templates and steps to export and import them.

 

When entering an invoice, the Job Site Address field will now show on the transaction. You'll have to manually type in the location for the job each time you create an invoice.
cux5.png


However, if you opt to use the Ship To field, simply update the information and enter the correct one. You'll have to go to the job's profile to do this.

 

  1. In your company file, navigate to the Customers menu to select Customer Center.
  2. From the list, right-click beside the job’s name you’re working on and choose edit Customer:Job.
  3. Tap the Address Info menu on the left panel and edit the address listed in the Ship To field.
    cux6.png
  4. Click OK to save the changes.

If there's anything else I can help you with, post a comment below. I'll jump right back in to assist further. Wishing you the best.

 

Not applicable

Re: Job site location in quickbooks desktop

Thanks! That was very helpful. Can you tell me how to export data to excel? Specifically, I want to create an excel sheet with, job# and site address. Ideally I would like to sync QB's with Microsoft Access if possible.

Moderator

Re: Job site location in quickbooks desktop

We are glad that the answer above helps you enter the job's site address, pstodman.

 

Yes, I can show you how to export the Job's list report to Excel. Here's how:

  1. Click on the Reports menu. 
  2. Select Customers & Receivables and select Customer Contact List.
  3. Click on the Customize Report button.
  4. In the Display tab, search for Ship and select the items. 
  5. In the Filters tab, search for Customers
  6. In the Customer drop-down, select Multiple customers/jobs and select the jobs. 
  7. Click on OK
  8. Click on OK
  9. Click on EXCEL and select Create New Worksheet
  10. Click on Export.

 

This is the sample job's custom address. 

 

Here's a sample report after customizing the Customer Contact List:

 

Syncing Microsoft Access to QuickBooks isn't available. You'll have to manually sync this report. However, I can personally send it as a feature request to our Product Development Team. 

 

If you've got more questions, please let us know. We are here to help. 

 

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