Quickbooks - Assigning Purchases To A Job

72chevy4x4

when entering transactions to the 'Write Checks' box, I can enter a customer:job and assign the transaction as 'billable'. What about the case when you have multiple contracts with the same customer? I.e. customer John Smith has a contract with you to fix property A and also one for property B.

Maybe I don't have 'jobs' added to a customer's acct.

Rich

I have found that the easiest way to track is by adding a job for everything.

1) Open customer center.
2) Highlight customers name.
3) Click on New Customer & Job.
4) Click on Add Job.
5) Enter Job name and any other info you want to enter.

Once that is done I go and create an invoice for that specific job and track all expenses accordingly.

Then when you go write checks, you will assign the expense to Joe Smith/Job1 instead of Joe Smith.

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