You'll see this window:įigure 1: It's important to set up Jobs options before you begin. Click on Edit | Preferences and then on the Jobs & Estimates and Company Preferences tabs. If you create and track these projects faithfully, you'll have valuable insight that you wouldn't otherwise.īefore you create jobs, you'll need to make sure that QuickBooks is set up properly. But if you do, you're not taking advantage of what QuickBooks' job tools can do. You can, of course, just send an invoice out to these customers. Job-Tracking Adds Precision to Your QuickBooks Companyĭoes your business have clients whose work sometimes requires multiple steps drawn out over weeks or months, like remodeling projects or court cases? If so, and you're not using QuickBooks' Jobs features, you're missing out on the opportunity to track and evaluate the financial impact of these complex tasks.
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