Transactions

Hi there, jodage.

I'll provide information to confirm where are the job number and billable options in QuickBooks Desktop.

Currently, there's no default option in QBDT for job numbers. However, you can customize your sales transactions like invoices. This way, you can add fields to show the job number.

Here's how:

1. Click the Customer menu.
2. Choose Create Invoices.
3. Click the Customize Data Layout.
4. You'll be routed in the Additional Customization page.
5. Choose either Header or Columns button(depends on where you want to see the job number).
6. Select Other. Then, enter job name in the box under the Title column.
7. Put a checkmark under the Screen and Print columns.
8. Hit the OK button.

If you're referring from the customer's mentioned above which is 'Customer: Job' column, you'll see this under vendor transactions. Please note that this option is a default in QBDT. I attached a screenshot for visual reference.

For your concern about the billable box, you'll need to turn on this feature first in the preferences. After that, you're able to see the billable option on the bill page.

Here's how:

1. Go to Edit from the top menu.
2. Select Preferences.
3. Choose Time & Expenses from the left panel.
4. Go to the Company Preferences tab.
5. In the Invoicing Options section, check the Mark all expenses as billable box.
6. Click OK.

Please check this article on how to make sure that you have an accurate record of your job costs: Tracking job costs in QuickBooks Desktop. This also provides details on how to Run job costing reports to see how your business is doing on a job-by-job basis.

You can also refer to this article to see steps on how to fix common template issues in QuickBooks Desktop: Fix common issues when you use and customize templates.

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.