QuickBooks

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This page under construction. Subject to change.

QuickBooks enables us to efficiently manage our finances, such as income, expenses, and cash flow, in a well-organized and centralized manner. With features like invoicing, bill payment, payroll, inventory tracking, and reporting, QuickBooks is a comprehensive tool that can help reduce errors and provide financial insights.

In many cases, it is possible to make edits after an entry has been made, but care should be taken to avoid this.

Sections

Getting Started

Get yourself up and running with QuickBooks

Creating a New Customer

Learn how to create a new Customer in QuickBooks

Creating a New Job

Learn how to create a new Job in QuickBooks

Subsections of QuickBooks

Creating a New Customer

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This page under construction. Subject to change.

In QuickBooks, a customer record is used to store and track information about a our customers, such as contact details, payment terms, and transaction history. By maintaining accurate customer records, we can send accurate invoices, monitor outstanding balances, and improve our relationships with our customers.

What You’ll Need

  • Customer Name
  • Customer Address
  • Customer Phone number

before you Continue

Is QuickBooks open?

QuickBooks should be open and ready before proceeding. Check out QB: Getting Started if you need help.

Entering the Info

  1. Step one
  2. Step 2
    • Supporting info
  3. Step 3
    1. Sub-step 1
    2. Sub-step 2
    3. Sub-step 3
    4. Sub-step 4
  4. Step 4

Next Steps

Creating a New Job

Under Construction

This page under construction. Subject to change.

In QuickBooks, a job record serves as a way to track income and expenses for a specific project or job. It allows us to assign different transactions, such as invoices, bills, and payments, to a specific job and then view the profitability of that job in reports. By using job records, we can easily see which jobs are the most profitable, which jobs are over budget, and which clients owe money, among other insights.

What You’ll Need

  • Customer Name
  • Job Name
  • Job Address
  • Estimator Initials

before you Continue

Is QuickBooks open?

QuickBooks should be open and ready before proceeding. Check out QB: Getting Started if you need help.

Is this a new customer?

Follow the steps in QB: Creating a New Customer to create a new Customer Record before proceeding.

Entering the Info

Unsure about a Job’s Name?

Does the job have no name or a name matching the address? Use the street address as the job’s name.

Example:
14928 S Maple Ave, Gardena, CA 90248
Job Name: #### - 14928 S Maple Ave

  1. Select Customers from the left-hand panel.
  2. Using the search box, look up the name of the customer.
  3. Right-Click on the customer’s name and select Add Job from the menu.
  4. In the Address Info tab, enter the information in the following format (replacing the #### with the job’s number):
    • Job Name: #### - Job Name
    • Ship to: #### - Job Name

      For jobs with a really long name, it’s ok for some portion of the name to be cut off at the end when filling in the Ship To field.

  5. A popup titled “Customer Ship To Address Not Found” will appear, click Set Up.
  6. In the “Add Shiping Address Information” window, enter the following:
    • Address Name: #### - Job Name
    • Address: Job Name & Job Address on separate lines.
    • City, State, ZIP
    • Ensure Default Shipping Address is checked.
    • Click OK to save the new address.
  7. Click OK to save the new job.
  8. Done!

Next Steps

  • Request job insurance
  • Request job prelim