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
- Customer A: Job 1
- Customer A: Job 2
- Customer A: Job 3
We need job costing capabilities for each separate job.
Solved! Go to Solution.
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.
"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.
"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.
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...
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.
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
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.
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,
The attachments were posted again by my colleague, Mike.
If you can't see any attached images, you can access your Community account in a private browser. It can be piled-up cache caused opened sites not to show attached files
However, you can follow these easy steps on how to add multiple jobs for one customer:
- From the Customers menu, select Customer Center.
- Locate the customer you want to add jobs into.
- Right-click on the customer's name and click Add Job.
- In the New Job window, enter the job's information and then click OK.
Do the same steps when adding the succeeding jobs to this customer.
You can also check out this article about tracking job costs in QuickBooks Desktop.
I've uploaded the attachments again for your reference.
If there's anything else that I can help you with, please post them here.
I understand how to add multiple jobs under one customer, however, what about if those jobs are in different sales tax jurisdictions? I'm a construction material wholesaler who deals with contractors that work in multiple states and I register with the DOR's to collect/remit sales taxes.
My question is can I assign my sales tax codes that I create to each specific job account? I can't find where it will let me do that so we have to be real careful when billing to make sure we have the right tax code selected for the job.
Hello there, WeldonBabuchna.
Adding a sales tax code can only be done through the parent customer, or on the items that you need to collect tax for. While we're unable to add it on the job, you can create transactions like invoices or sales receipts and add the sales tax.
Here's a sample screenshot:
For more information about the sales tax in QuickBooks Desktop, you can check this article: Set up sales tax in QuickBooks Desktop.
I'll be sure to submit your request to our product engineers about assigning a sales tax code for a specific job. They're the ones who evaluate customer's feedback and might add them in the future.
We are always around if you need more help with QuickBooks Desktop. Thanks.
Thanks for the reply.
This is currently how we have to do it. All our items are taxable and then depending on the job location and whether it's a taxable project or not, we have to make sure we populate that bottom tax code correctly.
Would be nice if we could assign the code in the Job specific information so it was default.
Really seems like a simple and logical attribute to have available.
Very good explanation of this easy way to add Jobs under an existing Main Customer. Now, later on the customer's address for billing must be changed. This customer has about 12 Jobs under her belt. What is the easy way to Globally change all the other Jobs under her belt altogether.
Updating the Main customer should do that? Or must be done one by one?
Thank you lots!
It's nice to have you back here in the Community, @DA6160.
Changing the billing address of a customer that has multiple jobs needs to be done one at a time. To do that, just visit your customers' profile and go into the Address Info and do the same thing for the jobs. I've attached a screenshot for reference:
To add up, here are some links that you can visit about entering multiple jobs and pulling up reports that contain its details in QuickBooks Desktop for reference:
If there's anything else that I can assist you with, let me know. I'd be happy to help. Have a lovely day!