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Multiple jobs for one customer

Forum|Forum|7 years ago
December 11, 2018
10 replies
22 views

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.

QuickBooks Desktop

Best answer by qbteachmt

Please see my attachments.

qbteachmtAnswer

Level 11

Please see my attachments.

L

lighthouseconstructionAuthor

This is an enormous help. Thank you so much!

NOT MY USER ID

Level 5

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.

qbteachmt

Level 11

"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.

D

Desco

I am a brand new user to QB Pro 2020 Desktop.

I read your comment about manually demoting a Customer entry to a Job designation by indenting and moving the handle to the right.

Is there any way to import Customers and Jobs using Excel. I tried importing an Excel file using CustomerName:JobName for a Job, but QB didn't accept any import label with a colon.

Any work around for bulk import of Customers and Jobs using Excel?

Thanks ahead for your help

L

lin_jcaj

Level 9

I'd like to welcome you first to the QuickBooks Community, Desco.

There are several options available when importing Excel files from QuickBooks. You can import Customer/Jobs using the Standard import. Here's how:

Go to the File menu, select Utilities then Import, and then Excel Files.
If you get the Add/Edit Multiple List Entries window, click No.
Follow the wizard in importing files.
1. Select the type of data.
2. QuickBooks opens a formatted excel spreadsheet. Once you have entered your information, saved the file, and closed it, you will be given the option to Add My Data Now.
3. Review results and view Data in QuickBooks.
4. Select Close when done.

You can learn more information about importing or exporting Excel files in this article.

I've also added this link that contains information on how to import and export data in QBDT for your reference.

If I can be of any additional assistance, please click the Reply button. I'll be sure to help you out.

qbteachmt

Level 11

"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.

A

Arif3

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...

qbteachmt

Level 11

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.

L

lighthouseconstructionAuthor

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

B

BuenaVidaDesigns

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

C

carlos9

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

Adrian_A

Level 8

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!

W

WestGardBuilders

How do you do this for the QB Online?

JenoP

QuickBooks Team

Thanks for joining us here, WestGardBuilders.

QuickBooks Online does not have a specific job-costing feature that's similar to the Desktop version. Although, you can set up each job as a sub-customer. Here's how:

Go to the Sales menu and proceed to the Customers tab.
Click New Customer in the upper-right hand corner.
Enter all details that are related to the job.
Click the box for Is sub-customer, then select the parent customer where the job belongs to.
Click Save.

Aside from that, you might also want to consider using the Project feature. Similar to the job-tracking capability in the 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. Please see these articles so you can try it out:

Don't hesitate to reach out to us again if you have other concerns. We're open 24/7 to make sure you get all the help that you need.

K

KCAdmin1

I am wondering if there is a way to take job cost tracking one step further with Item numbers?

We set up our job tracking like this:

Customer A

- Job 1

- Job 2

- Job 3

Is there a way to set up item numbers that are specific to the jobs? ie:

Customer A

- Job 1

- Item 1

- Item 2

- Job 2

- Item 1

- Item 2

- Item 3

- Job 3

- Item 1

Is there a way to change the Item for each job that makes it specific to that one job? I know you can create Items for tracking but is there a way to create new items that just pertain to a certain job?

L

Lakefront3

go to the customer & Jobs Click on a name,

right click,

click hierarchical view.

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