QB QuickTips QuickBooks® Training Tutorials – One Short Lesson at a Time

16 Responses to “Job Tracking with QuickBooks”

  1. [...] Job Tracking with QuickBooks [...]

  2. Scott Griffin said on

    Is there a way to use job numbers in quickbooks. I know there is not a dedicated field but could I incorporate it into the customer name?

    Thank you

  3. Scott Griffin said on

    Thank you

  4. Yes, you could use Job numbers as well. It is a versatile feature (and of course, I can think of some improvements to it that could be made as well).

    So yes, feel free to use the Job Tracking feature in QuickBooks in whatever way works best for you – that’s why it’s there! :-)

  5. Thanks for this tutorial. I never understood the concept until now. I am what my CPA calls a “Reluctant Spouse Bookkeeper” for our small business, and have self-taught most of my experience in QBooks. I have signed up to follow your blog, as you seem to have the best understanding I have seen on the web, for helping in plain language.

  6. Frank Soeder said on

    I really enjoyed your Job Tracking video it gave me everything I needed to decide if I wanted to use Job Tracking in my business or not. This is a great site keep up the good work. I am impressed with your knowledge or the product and you ability to convey to the user how to get the most out of it in a short period of time. Thanks so much.

  7. Prithipal Dhillon said on

    Sorry, This is the revised version:

    Hello,
    Excellent Job tracking video…
    I am starting out my Accounting practice, and was planning to manage my Clients in the following way:

    1. Keep track of my Time on how long it taxes to complete work
    for my client. (Is Job Tracking the best way, ?)

    2. Possible Keep track of progress on some work (I believe Job Tracking the best way, ?)

    3.Create additional fields in customer to keep track when say
    payroll is due, Hst is due, Year end is, etc. (Would I be able to
    create reports & or export them to excel)

    Any suggestions will be really appreciated…

    Thanks

    P Dhillon

  8. Thanks Alowetta, I appreciate that! I hope to be posting new videos more frequently in the coming months, too. :-) Please do let me know if there is a particular topic in QuickBooks that seems to be a challenge and I may be able to do some short videos for you. :-)

  9. Thanks Frank! I appreciate that. I just try to be practical and pay attention to what matters most – and that’s usually maximizing the bottom line! :-)

  10. Hi Prithipal,

    If you are working on a project basis (as opposed to month-to-month) with your clients, generally job tracking will be useful to you.
    1. You can track your time using the Time Tracking feature within QB, which will make billing much easier, too.
    2. You can manually track progress of client projects using the job tracking feature, yes.
    3. You can use the Reminders feature to track what is due when. You can print out your reminder if you open them on screen and then hit Ctrl+P.

  11. Sheldon Raymond said on

    I am interested in setting up a jobs budget for different projects. Is there any way that I can detail this down the actual vendors that will work on this project prior to receiving their bills?

  12. Thanks for the question, Sheldon. It’s a good one. However, budget by customer: job does not go to that level of detail. The only other way I could think of that might help is if you use estimates, but even then, it’s not going to work as smoothly as I suspect you are envisioning. My only other suggestion would be to put this question out on the QuickBooks Live Community to see if any other QuickBooks ProAdvisors have come up with a better workaround that would serve your purpose.

  13. Thank you for this tutorial. Is there another way of setting this and job numbering up in Quickbooks Online?

    We do not have the desktop version.

  14. Hi Courtney,

    QuickBooks Online is quite different than the desktop versions. I do plan to start creating some QuickTips specifically for QBO soon. So stay tuned. :-)

  15. I do have quick books job costing already working.What i am looking for it the ability to plan,schedule and track jobs through a manufactuing process at various stages.With task to be compleated at each stage.Most Project management systems a complex and include all that quick book does.Any suggestions Something easy

  16. Gabrielle said on

    Hi Bill, I do not specialize in manufacturing, but it sure sounds like you’d need something specifically for your industry. As you mention, the trick is finding one that is simple. I do not have a suggestion, since I find that most project management is way too detailed and therefore cumbersome. I see no one else has made a suggestion, but if anyone reads this who has a good suggestion, please do tell!

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Author

    Gabrielle Fontaine, PB

    Gabrielle Fontaine, PB is an Advanced Certified QuickBooks ProAdvisor who specializes in QuickBooks software training and consulting with small business owners exclusively via the Internet

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