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Select the parent type and click OK.įigure 2: It's easy to build a list of your job types and subtypes. Click Subtype of and click the arrow to drop down the list. If you want to build subtypes, click New again and enter the name of the subtype, like Kitchen. Repeat until you've entered all of your job types. You might type Remodel in the Job Type Name box, then OK. A small window opens with command bars at the bottom. Go to Lists | Customer & Vendor Profile Lists | Job Type List. Be sure time-tracking is turned on, as this will likely be an important element of your jobs.īefore you can attach jobs to customers, you'll have to define your Job Types. Also, if you track time, scroll down on the list on the left to Time & Expenses. There are just a few preferences to set here, but you need to make any necessary changes before you launch into job creation. 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.
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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.