We have multiple jobs for one customer. Right now, we set up a new customer with a new job number for each job in the Customer Name field. I'm wondering if there's a way to add multiple jobs to one Customer Name so it tiers out like:
We need job costing capabilities for each separate job.
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Absolutely. After you create the customer, right-click on it then click Add Job. Also, if you already have jobs set up as in your second example you can hover over the diamond to the left of that name and drag it to the right to make it a job under the customer above it.
"I don't think I have any changes in hierarchy right now because each new job is entered as a brand new customer *smh*"
You Can Change this at any time.
Set up the Customer Name that you want.
Make sure the Customer Center list is in Hierarchical View.
See little Handles to the left of each name.
Click and Drag that handle for one of the Job Names. Drag it Under Customer. Then Indent it = demoted it to be a Job under Customer = Sublevel.
"How do you use the add/edit multiple customers:jobs to add multiple jobs for the same customer?"
Open that screen. Select Customers. Customize the Columns, to bring "Job Of" into your view.
Fill in the info and also assign :Job Of" that Customer Name.
Hit Save once in a while.
I also found a great answer for this that was simple and short. Was multiple jobs for the same customer https://quickbooks.intuit.com/community/Account-management/multiple-jobs-for-the-same-customer/m-p/1...
Your top listing is "Hierarchical view" and your bottom listing is "Flat View." In the Customer Center, right click the Names list to see a mouse context menu. Change between the two Views.
You have what you are asking; you are just not Viewing it the same way.
The Convention in QB is to use COLON to indicate the change in hierarchy: Customer:Job, Account:Subaccount, Item:Subitem.
I am, dealing with the same problem.
One client, many projects / estimates / jobs.
I can't see the attached response.
Am I missing something here?
Thanks for your help.
QB online Plus
Thanks for joining this conversation, @Cekloos.
Allow me to chime in and help make sure that this is taken care of, but I have some questions about your concern.
The attachments given by @qbteachmt is for QuickBooks Desktop (QBDT), and I can see that you're using QuickBooks Online (QBO) Plus. Just to verify, may I know what are you trying to do? Do you want to set up Projects, Estimates, and Jobs for a client?
Any additional information will be much appreciated. This will help make sure that I can provide the best resolution.
In the meantime, I'm including these articles for additional information:
I'll be keeping an eye to your response. Take care.
I found a way:
This is for QBOL, not sure if other versions works the same way, might.....
I had to move to the Plus version, where you have a couple more functionality, one if them is Projects.
With this func. on you can create one or multiple different projects under one customer.
With this you can create an estimate, turn it into an invoice (or multiple partials), receive payment(s) and assign costs to each project. Then you can pull performance reports for the client (summary will show total for the client) or open per project .
I hope this helps,
The attachments were posted again by my colleague, Mike.
If you can't see any attached images, you can access your Community account in a private browser. It can be piled-up cache caused opened sites not to show attached files
However, you can follow these easy steps on how to add multiple jobs for one customer:
Do the same steps when adding the succeeding jobs to this customer.
You can also check out this article about tracking job costs in QuickBooks Desktop.
I've uploaded the attachments again for your reference.
If there's anything else that I can help you with, please post them here.