In QuickBooks Pro, creating projects (or “jobs” as QuickBooks calls them) and creating customers go hand in hand.
In this post, we’ll cover how to create a project in seven simple steps. (Be sure to create the customer to whom you want to attach the project first.)
Read our How To Add A Customer In QuickBooks Pro post or our How to Import Customers Into QuickBooks Pro to learn how to add customers, or jump straight into creating projects now.
Table of Contents
Create A Project
To begin, go to Customers>Customer Center.
Step 1: Select Customer
Select the customer for whom you want to create a project or job.
Step 2: Go To Job Info
You’ll be taken to a screen that looks like this:
Click on the fifth tab in the bottom left-hand corner. It should read “Job Info.”
Step 3: Enter A Job Description
Add a job description for the project attached to your customer.
Step 4: Choose A Job Type
Choose whether this job is commercial or residential.
Step 5: Set A Job Status
Set a current status for this project. You can choose between:
- None
- Pending
- Awarded
- In progress
- Closed
- Not awarded
Step 6: Mark The Start Date, Projected End Date & End Date
Use the calendars to set a project start date, projected end date, and end date (if available).
Step 7: Save Job
Click the blue “OK” button at the bottom of the screen to save your job.
Now that your job is successfully saved, you can look at the progress of your projects by running some of the many job reports QuickBooks offers. You can run reports like Profit & Loss by Job, Job Profitability Summary, Unbilled Costs by Job, Customer Balance Detail by Open Balances, and more.
To learn more about running reports, keep your eyes open for the next installments of our QuickBooks Desktop Pro 101 Series.
You can also begin creating estimates and invoices from the job you just created.
For troubleshooting issues, check out the QuickBooks Community or call QuickBooks directly. If you have any further questions, leave a comment below and we’ll do our best to help you.
Chelsea Krause is a writer, avid reader, and researcher. In addition to loving writing, she became interested in accounting software because of her constant desire to learn something new and understand how things work. When she’s not working or daydreaming about her newest story, she can be found drinking obscene amounts of coffee, reading anything written by C.S. Lewis or Ray Bradbury, kayaking and hiking, or watching The X-Files with her husband.
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