Hi there, @TBTreas.
Thanks for joining the Community today. I'm here to share some information regarding setting up your properties in QuickBooks Desktop.
To help decide how to correctly set up your properties in QuickBooks Desktop, I'd suggest reaching out to your accountant. This is to make sure that your bookkeeping is accurate. Once you've confirmed the appropriate setup, I can walk you through entering jobs and items in QuickBooks.
To create a Job:
- Click on Customers at the top, then select on Customer Center.
- Select the name of the customer for whom you want to make a job from the Customers & Jobs list.
- Click the New Customer & Job button in the upper-left corner.
- Then choose the Add Job command from the drop-down to open the New Job window.
- Enter a name for the job into the Job Name field.
- Enter a description for the job into the Job Description field and the type of job into the Job Type box.
- Then select the status of the job from the Job Status drop-down.
- When the job starts, enter the start date into the Start Date field and enter the best estimate as to when the job will finish into the Projected End Date box.
- When the project finally finishes, enter its actual end date into the End Date field.
- Click the OK button to add the job to the Customers & Jobs list.
To add an Item:
- Click on List at the top Menu bar.
- Select on Item List.
- Click the Item and select New.
- Select the type of item you want to create.
- Fill in the fields.
- Click on OK to save changes.
For more information about performing this process, please refer to the following article:
This should guide you on the right path, @TBTreas. Feel free to reach back out to me if you have further questions. Have a great day!
