How To Create Projects In QuickBooks Pro
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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.
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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. Don’t forget to check out the rest of our QuickBooks Desktop Pro 101 Series to learn how to track time, create invoices, run job costing reports, and more.
Overwhelmed by QuickBooks Pro? Maybe it’s time to switch to QuickBooks Online. QBO is easy to use, cloud-based, and affordable. Best of all, you can easily import your QuickBooks Desktop data into QuickBooks Online.
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Outgrown QuickBooks Pro? Switch to QuickBooks Premier. It’s the same QuickBooks Desktop software you love but with more users and advanced, industry-specific features.
Chelsea Krause
Content Strategist - Accounting & eCommerce
Chelsea Krause is a writer who has specialized in accounting for over three years and is a QuickBooks Certified User. She has a BA in English & Creative Writing from George Fox University and studied at the University of Oxford as well. She has been quoted in Forbes and her work appears in Startup Nation, Small Business Bonfire, and Women on Business.
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