We have simplified this in QuickBooks Online how you can enter multiple jobs for just one customer, New_2_Quick_Books.
You can use the Projects feature to add income and expenses to a specific project, tag old transactions to new projects, and run project-specific reports from a single dashboard. To set this up, you'll have to turn on the feature so you can create a project. You can follow the steps below:
- Click the Gear icon, then select Account and settings.
- Go to the Advanced tab.
- Find the Projects section and select Edit ✎ to expand it.
- Select the Organize all job-related activity in one place checkbox.
- Click Save and close your settings.
Then, create a project.
- Select the Projects menu.
- Select New Project.
- Give your project a memorable name.
- Select the customer you’re working for from the drop-down menu.
- Add any notes or details about the project.
- Click Save.
For more information, you can read this article: Set Up And Create Projects In QuickBooks Online.
For reference, you can run the project profitability report to calculate your profits and cost by project.
Feel free to let me know if you have questions about jobs. Remember, we're here to help you anytime.
