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southernhomeelev
Level 1

How do I add Job Calls to a specific customer so I can track profit and loss on each customer?

 
1 Comment 1
Rea_M
Moderator

How do I add Job Calls to a specific customer so I can track profit and loss on each customer?

Hello there, @southernhomeelev.

 

You can use the Projects feature in QuickBooks Online (QBO). This way, you'll be able to track project income, expenses, and profitability to your specific customer. I'm here to guide you how.

 

First, turn on the Project feature if you haven't already in the Account and Settings menu's Advanced tab. This will let the Projects menu be visible in the main navigation bar.

  1. Go to the Gear icon.
  2. Select Account and Settings.
  3. Go to the Advanced tab.
  4. Click anywhere in the Projects section to expand it.
  5. Select the Organize all job-related activity in one place checkbox.
  6. Select Save.

 

Next, create your first project and add the specific customer for it. Here's how:

  1. Go to the Projects menu.
  2. Select New Project.
  3. Give your project a name.
  4. Select the customer you’re working for from the drop-down menu.
  5. Add any notes or details about the project.
  6. Select Save.

 

Then, add your income and expenses transactions. You can also include an existing expenses and invoices to your projects. To learn more about the Projects feature, you can check out Step 3: Add project income and expenses to Step 6: Track profitability in this article: Set up and create projects in QuickBooks Online

 

QuickBooks lets you view important cost and profitability (job costing) on each project you make. To make sure every information you have is accurate, check out this article's Step 6: Keep everything running smoothly section: Track income, costs, and profitability by project. It explains each tab in the Project page to effectively manage your customer transactions.

 

There are three reports that you can choose from to check your profit and loss on each customer. From the Project Reports tab, you can view the Project profitability, Time cost by employee or vendor, and Unbilled time and expenses reports.

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Please let me know if you have other concerns. I'm just around to help.

 

 

 

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