I'm using QB Desktop Premier Professional Services 2021. I'm a consultant with several clients, each of which has several projects under a variety of contracts. How do I track contract balances for each client so that every invoice shows me the current contract balance?
We've set it up so far with Customers, and a Job for each contract. Then we're using Class to track our projects and tasks. Will that work for linking income and expenses to each contract/job (meaning can we do that via class)?
Any hints/suggestions re how to do this simply for a small professional consulting firm?
Thanks!
