![]() We want you to get the most you can out of the software and are happy to help you learn new features.Detailed information such as module, work types, and time descriptions can be easily shared with QuickBooks or FreshBooks. ![]() If you have questions before then, please don’t hesitate to contact us. Next month, we’ll talk more about how jobs are used in QuickBooks. Your new job will appear in the Customers & Jobs list, under the related customer. You’ll eventually be able to fill in the End Date field. Select your Job Status from the drop-down list, and then choose your Start Date and Projected End Date using the calendars provided. Job Types provide a way for you to categorize different jobs. Click the down arrow in that field and select. You need to consider what kinds of Job Types you want to create. ![]() If your company offers a variety of summer landscaping packages, you might want to be more specific (like Weekly and Monthly Summer Landscaping) so you can differentiate among them. If the customer owes you money from previous work, you’ll need to supply the balance owed, which you can find by looking in the Balance Total column back in the Customer Center’s customer list. If this is a new customer, there won’t be an Opening Balance As Of. Either way, you’ll see a window like the one displayed below when you click the Job Info tab.Īt the very top of this screen, above the window, you’ll see a field for Job Name, which you’ll need to enter. If you already have a customer record, click once on the customer’s name in the list and then click Add Job. Click the down arrow next to the field in the upper left and select New Customer & Job if you need to create a customer record first. The Customers & Jobs tab on the left should be highlighted. To start creating jobs, you need to open the Customers menu and click Customer Center. If you’re sure of the information you entered here, though, click OK. They have to be correct, and you may have more questions if you have to create records for inventory parts, as this process is more complicated. You may want to meet with us before you start creating items to go over the Tax Code and Account fields, or the question about assemblies or contractors – especially if you’re new to QuickBooks. Open the list in the Tax Code field and select either Tax or Non. Enter a brief Description in the appropriate field and then a Rate. If you’re using a version of QuickBooks that doesn’t offer it, d0n’t worry about it. If you’re using a version of QuickBooks that says Enable under Units of Measure and you want to designate one, click the button and walk through the wizard to define it. Give your service an Item Name/Number and click the box if it will be a Subitem of another account. In the window that opens, select Service from the drop-down list that opens below Type. Click the down arrow next to Item in the lower left so you can familiarize yourself with the options available there. To get started, open the Lists menu and select Item List. We’ll create a service that might be used by a landscaping service as an example. But it’s especially important when you’re going to be creating and tracking jobs. It’s always a good idea to make your item records as comprehensive as possible. You’ll need to be able to add those sales to your records. Transaction and reports templates are all ready for you to fill with your own data, but if you haven’t yet created records for the products and services you sell to complete your jobs, we suggest you do so before you start building your first one. QuickBooks allows you to create individual records for each job based on all this data, and run reports that gauge profitability and unbilled costs, for example. You can also assign estimates and invoices to specific jobs, then do the same when payments come in. ![]() You can attach multiple jobs to customers and assign expenses to them when you enter a purchase. And calculating the profitability of a job was quite a challenge. You hoped that you didn’t forget to bill a customer or record a payment. Before QuickBooks came along, tracking jobs or projects for your business probably involved file folders and paper invoices and bank statements, and lots of sticky notes.
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