Other questions

Thanks for getting back to us, @lrossi.

You're performing the correct steps. Also, we can add the Job Description as a column on the customer's name list, but this information will not reflect on your estimate and invoice templates. What you can do instead is create a Custom field, and make it visible on the job profile and customer transaction forms (invoices and estimates). That way, whatever information you enter in the profile will reflect on the transactions.

Create a custom field:

1. Open a job profile and click on Additional info.
2. Click the Define Fields button.
3. In the first line enter the name of the field. You can put something like Job Description 2 or anything you like. You can edit it later.
4. Place a checkmark in this fields: Cust, Trans, List. This will make it visible to other customer's profiles and on customers' transactions.
5. Click OK.
6. When you the field on the profile, enter the details in it and click OK.

Add the created field to the Customer Center:

1. Right-click on any of the header names.
2. Choose Customize Columns.
3. Add the name of the field (Job Description 2 on my example) from the Available Columns list to the Choose Columns list.
4. Click OK.

Edit your invoice and estimate templates, and make the created field visible on the transaction pages (Screen) and the actual transactions (Print).

I've attached an article about custom fields in QuickBooks Desktop for your future reference: Create and use custom fields in QBDT.

You can always visit our Help Articles page if you want to learn some "How do I" steps in QuickBooks. 

Don't hesitate to post again if you have other questions. We're always glad to help.