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Active Member

Multiple jobs for one customer

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:

  • Customer A:
    • Job 1 
    • Job 2
    • Job 3
instead of 
  • Customer A: Job 1
  • Customer A: Job 2
  • Customer A: Job 3

We need job costing capabilities for each separate job. 

Solved
Best answer 12-10-2018

Accepted Solutions
Established Community Backer ***

Please see my attachments.

Please see my attachments.

17 Comments
Established Community Backer ***

Please see my attachments.

Please see my attachments.

Active Member

This is an enormous help. Thank you so much!

This is an enormous help. Thank you so much!
Not applicable

How do  you use the add/edit multiple customers:jobs to a...

How do  you use the add/edit multiple customers:jobs to add multiple jobs for the same customer?
Not applicable

Where are the attachments that are referred to in the ans...

Where are the attachments that are referred to in the answer?  I'm certain I'd like to see them!  Thanks.
Not applicable

Where is the attachment?

Where is the attachment?
Established Community Backer ***

Absolutely.  After you create the customer, right-click o...

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.

Established Community Backer ***

"I don't think I have any changes in hierarchy right now...

"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.


Established Community Backer ***

"How do  you use the add/edit multiple customers:jobs to...

"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.


Established Member

I also found a great answer for this that was simple and...

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...

Established Community Backer ***

Your top listing is "Hierarchical view" and your bottom l...

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, AccountSmiley Frustratedubaccount, ItemSmiley Frustratedubitem.

Active Member

I don't think I have any changes in hierarchy right now b...

I don't think I have any changes in hierarchy right now because each new job is entered as a brand new customer *smh*
Experienced Member

Re: Please see my attachments.

Hi there. 

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

Moderator

Re: Please see my attachments.

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.

Active Member

Re: Please see my attachments.

What Attachments???

Active Member

Re: Multiple jobs for one customer

This is also my exact question! No solutions?????????????

Experienced Member

Re: Multiple jobs for one customer

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,

 

Best 

QuickBooks Team

Re: Multiple jobs for one customer

Hello there, BuenaVidaDesigns.

 

I have already updated the answer from our AllStar, and here are the attachments that he mentioned.

 

 

On the other hand, thank you carlos9, for your additional input. 

 

Don't hesitate to hit the Reply button if you have any other concerns. Have a wonderful day!