cancel
Showing results for 
Search instead for 
Did you mean: 
dltile
Level 1

How can i add job name so when i pull up customers i can see what jobs are under that customer

 
1 Comment 1
Ashley H
QuickBooks Team

How can i add job name so when i pull up customers i can see what jobs are under that customer

Hello there, @dltile.

 

I'm here to help you with Jobs (Projects) in QuickBooks Online.

 

You can change the name of the Job in three simple steps! Here's how:

 

  1. Go to the Projects tab in the left-hand menu.
  2. Click on the Project to view more details.
  3. Press on the Edit button in the top-right of the page to change the name.

 

QuickBooks Online has a Project feature, which is similar to the job-tracking capability in QuickBooks Desktop version. This feature can be used to track project income, expenses, and profitability. This is available for QuickBooks Online Plus, Advanced, and Accountant versions. Here's a few Community Articles that provide more information:

 

 

I'd like to add that you can use progress invoicing to create multiple invoices from a single estimate. This way, instead of asking for full payment at the beginning, you can invoice for partial payments throughout the project. 

 

If you have any additional questions or concerns, please don't hesitate and reach back out to me! Have a nice day.

Need to get in touch?

Contact us