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:

1. Go to the Sales menu and proceed to the Customers tab.
2. Click New Customer in the upper-right hand corner.
3. Enter all details that are related to the job.
4. Click the box for Is sub-customer, then select the parent customer where the job belongs to.
5. 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:

• Set up and create projects in QuickBooks Online
• Track income, costs, and profitability by project
• Change sub-customers into Projects

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.

When you add a job individually from the jobs list (by right-clicking and selecting 'Add a job')  the address info is already there, but when I add multiple jobs at once from the 'add multiple customer jobs' workflow none of the address imports even when I use 'Job Of'. Is there a way that the import multiple jobs can work just like adding one? 

When I add a job under 'Customers & Jobs' by right-clicking and selecting 'Add a Job' the customer pulls up with all the address information. But when I try to add multiple jobs under 'Add Multiple Customer Jobs' it creates the job under the right customer but none of the address information is there. Is there a way the add multiple can work to pull in all the same customer information just like when you add an individual job to a customer?

Welcome to this conversation, @kobhb. Yes, there is. You'll just have to ensure that you enter the customer's address information in Bill 1 to Bill 2 columns, or you can utilize Bill 1 to 5 to enter the line address of your customer to make this work. 

Here's how: 

1. Go to the Customers menu, then select Customer Center.
2. Go to the Edit menu, then select Add/Edit Multiple Customer: Jobs. 
3. Enter the necessary info on the fields. Ensure to enter the address in Bill 1 and 2. 
4. Click Save Changes. 

Once done, you can now go back to the Customer Center to add multiple jobs with customer address information. 

For future reference, here are some relevant resources that can guide you more about entering multiple jobs, and running reports with its details: 

• How to track job costs in QuickBooks Desktop.
• Customize customers, jobs, and sales reports.

Let me know if you have additional concerns. We're delighted to assist you some more. 

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

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:

1. Go to the File menu, select Utilities then Import, and then Excel Files.
2. If you get the Add/Edit Multiple List Entries window, click No.
3. 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.

Does this work that same in QBO?

Is there a customer center in QBO, That I am not aware of?

The customer list is not very friendly, actually quite the opposite.

I am hoping I am missing something.

Thank you

Kelsa Coker

Thanks for joining this thread, @ELYINC.

The steps shared by GlinetteC above are for QuickBooks Desktop. However, if you're trying to import your data into QuickBooks, you can only import the following information: 

• Customers
• Vendors
• Accounts
• Products and Services

To import your data, here's how:

1. Go to the Gear icon at the top to choose Import data under Tools.
2. Then, tap the data icon to open the Import accounts page.
3. From there, hit the Browse button and find the previously saved file.
4. Click Open and press the Next button to continue.
5. Next, map the information and click Next to proceed.
6. Review the setup and choose Import when you’re ready.

 For more insights about these processes, check out these articles:

• Export reports, lists, and other data from QuickBooks Online
• Import customer or vendor contacts

I’ve included links for additional resources. These guides contain answers to common questions about the import process and instructions.

Also, I'm adding this article to further guide you in managing the growth of your business using QBO: QuickBooks Help Articles. It includes topics about data security, banking, and expenses, to name a few. You can click the + More topics button to view other selections.

Please feel free to leave a comment below if you're referring to something else or if you have any other questions. Take good care!

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? 

go to the customer & Jobs Click on a name,

right click,

click hierarchical view.