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

Select Customers from the left-hand panel.
Using the search box, look up the name of the customer.
Right-Click on the customer’s name and select Add Job from the menu.
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.
A popup titled “Customer Ship To Address Not Found” will appear, click Set Up.
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.
Click OK to save the new job.
Done!

Next Steps

Request job insurance
Request job prelim