Job Tracking with QB online basic subscription

Hi there, Stanley.

When saying basic subscription, are you referring to QuickBooks Online Simple Start? If so, let me share some workaround to help you track job cost in the program. 

In QBO Plus and Advanced subscriptions, we use the Project feature to track project’s profitability.

Since this isn't offered in lower versions, you can create sub customer account and use it for tracking projects. 

For example, QBO Advanced shows the project name under a customer just like a sub-customer. You can use this as workaround to easily identify which customer is the project linked to. 

Here's how to create sub-customer: 

1. Select Sales on the left menu and go to the Customers tab.
2. Click the New customer button.
3. Enter the needed information in the Customer information window.
4. Mark the Is sub-customer box and enter the parent customer.
5. Click Save.

Before you create one, make sure the parent customer is already set up.

Once done, you can now use this to record your transactions as a project in QuickBooks. Simply run any customer related reports to track your project’s profitability.

You can also run several financial reports to track your sales income in the program.

Let me know if you have other questions concerning QuickBooks, Stanley. I’m always here to help. Have a great day ahead!

Thank you for your input as it is greatly appreciated.  One quick question, it the parent company the same as the new customer? 

Thanks, Stanley

Ramon, I forgot to show this screen shot.

Stanley

Thanks for adding the screenshot, @StanleySumnerllc.

I'll share some information about creating a sub-customer. In QuickBooks, you're unable to create a sub-customer using the same name as the parent customer. 

As a workaround, you'll want to add a number or a special character to the sub-customer to make it unique. Here's how it looks like.

From there, you should be able to save and add the sub-customer.

Learn more about customers in the links below.

• Add and manage customers in QuickBooks Online.
• Topics about your company's income and customers.

With the above recommendation, you're able to add a sub-customer and keep track of your job costs. 

Please don't hesitate to reply to this thread if you have follow-up questions or concerns with customers. I'm more than happy to answer them for you. Take care and have a great day ahead.

Hello Ms. Grace

Thank you for helping me.  But sometimes i need to be treated like a 5 yr old.  I have tried your solution and I do know what I am doing wrong?  I have attached another two screen shots

Thank you  so much for your  help!!!!

Stanley

 Thank you for sharing more details, @StanleySumnerllc.

I can share some clarifications, Stanley. Ensure to create a different customer project/job to track it under the customer's name (Daniel Du Brin). The new customer is different from the parent company.

For example, if the project name is Plumbing, you'll have to create a new sub-customer for that job under Daniel's name. Please see my sample photo below:

Here's how:

1. From the left panel, select Customers & Leads.
2. Go to the Customers tab.
3. Select New customer.
4. Tick the Is a sub-customer box.
5. Choose the Parent customer (Daniel Du Brin) from the drop-down.
6. Hit Save.

You're absolutely on the right trail then and able to track job costs and run financial reports to track your sales income.

In addition, I like you to read this article for more details about managing jobs and customer: Add and manage customers in QuickBooks Online.

Feel free to tag me in your comment if you need more assistance. I'm always here to help. Have a great day ahead!