Sales & Customers
Hi EvieKat,
I know having set deadlines on a job and being able to see them helps for keeping on top of the work you need to do. In QuickBooks Desktop, projects are handled through tracking job costs. When you set up a job under your customer, you can include a start date, a projected end date, and an official end date on the Job Info tab of the Job profile. Here's how to set it up.
- Go to Customers in the top menu bar.
- Choose Customer Centre.
- To create a job for an existing customer, select the customer then click the New Customer & Job button at the upper left of the Customer Centre window.
- Click Add Job.
- Enter the job details as needed.
- Go to the Job Info tab to choose the appropriate dates.
- Click OK to save.
See this screenshot to get an idea of what it looks like.
If you already have a job set up, you can double click it from the Customer Centre to edit the details. The dates will now appear in Job Information display to the right of the Customer Centre. Here's another screenshot, coming from my Looney Tunes themed test file.
That should get you on your way! I'm here if you need clarification for any of those steps. :)
