Projects

Within QBO

It’s great to have you here, @schmidtfs.

Welcome to the Community! I’d be delighted to share some information on how you can track the different job of your contractors.

With QuickBooks Online you have 3 ways to track the different jobs of a contractor. First method is the “Sub-Customer Method“. Here’s how:

1. Go to Sales.
2. Under Customer tab, choose New Customers.
3. Type in all the information.
4. Mark the Is Sub-Customer check box.
5. Choose the parent customer (name of the Contractor) from the Enter parent customer drop-down.
6. Click the Bill with Parent

    

    

7. Hit Save.

   You can also track your contractor’s job by:

• Project 

  

   

• Class and Location tracking

   

That’s it! Let me know if you have other questions about tracking your contractor’s job. The Community is always here for you.

Thanks for the reply.  

After doing a little research I like the idea of using projects.  It is a contractor that will different jobs under one particular customer.   Or would it still be possible to use sub-customers?

Do you know if it is possible to use progress invoicing within projects?  

Thank you for getting back to us, @schmidtfs.

You can definitely use progress invoicing within your projects. It makes tracking transactions easier for you.

You have different options to utilize this feature. For the purpose of your concern, let's discuss progress invoicing starting at invoice creation.

Here's how:

1. Click on the Plus (+) icon, then choose Invoice.
2. Enter the customer name. If a prior estimate has been created there will be a small arrow beside the Balance Due.
3. Select Add all (to add all estimates to the invoice) or Add (to select a specific estimate to the invoice).

4. Choose how much you want to invoice:

• Total of all estimate lines: All the lines are invoiced at 100% of the estimate.
• Percentage of each line: All the lines are invoiced at a percent of the estimate. You can edit the line amounts or percent.
• Custom amount for each line: All lines on the invoice are shown at 0% but you can edit each line (Remember that if you choose Custom amount for each line, you can enter the desired amount or percentage of each line under the DUE column).

5. Choose Custom amount for each line, then select Copy to invoice.
6. Click on Save.

You can refer to this article for the other options: How to Turn On and Use Progress Invoicing?

If you have other inquiries, leave a comment below. I'll be delighted to help you. 

Could you a field to use as a unique alpha-numeric number to identify a customer, vendor or project Some times the names are not enough to uniquely identify. A alpha-numberic number could be unique, like a check number is unique. Intuit support Case number [removed].

Greetings, JimL23378.

Thanks for joining the thread. I'm here with some insight to provide regarding this matter.

To clarify, are you trying to add identifiers for customers, vendors, and projects, that works just like account numbers? If so, you could use the Display name as field and manually add the alpha-numeric numbers for your customers and vendors.

Meanwhile, for your projects, you can simply edit the Project name and add the appropriate characters. The steps below will guide you through the entire process:

Customers or Vendors

1. Select Sales in the left navigation menu. For vendors, select Expenses instead.
2. Go to the Customers (or Vendors) tab.
3. Select the customer's (vendor's) name.
4. Click the Edit button.
5. In the Display name as field, make the necessary changes.
6. Click Save.

Projects

1. Click Projects in the left navigation menu.
2. Select the Options drop-down menu, then choose Edit this project.
3. Change the Project name as necessary.
4. Click Save.

That should do it. Please keep in touch if there's anything else I can do for you. Have a great day!