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After entering the job information click the “OK” button to add the job to the “Customers & Jobs” list. When the project finally finishes, enter its actual end date into the “End Date” field. Then enter the best estimate as to when the job will finish into the “Projected End Date” field. When the job starts, enter the start date into the “Start Date” field. Be sure to update the value within this field as the project progresses. Next, select the status of the job from the “Job Status” drop-down field. You can use its values as a report filter, so you can see income and expense by job type.Ĭreate a Job in QuickBooks Desktop Pro – Instructions: A picture of the “New Job” window in QuickBooks Desktop Pro. This field helps you categorize the types of projects you perform for customers. Then enter the type of job into the “Job Type” field or choose a previous entry from the drop-down menu. On this tab, you can enter a longer description for the job into the “Job Description” field. Then click the “Job Info” tab to enter the specific job information. Simply enter a name for the job into the “Job Name” field at the top of the window. This window is just like the “New Customer” window, except that the first three tabs in the “New Job” window are already filled-in with the selected customer’s information. Finally, choose the “Add Job” command from the drop-down to open the “New Job” window. Then click the “New Customer & Job” button in the upper-left corner of the Customer Center.

Then select the name of the customer for whom you want to make a job within the “Customers & Jobs” list. To create a job in QuickBooks Desktop Pro, open the “Customer Center” window. You can create a job in QuickBooks Desktop Pro for a customer using the “Customers & Jobs” list. You can create a job in QuickBooks Desktop Pro to track income and expenses for customer projects. Overview of How to Create a Job in QuickBooks Desktop Pro: QuickBooks Desktop (PC/Windows) 2022-2015.Mac OS Ventura-Mojave Keyboard Shortcuts.