QuickBooksForum.com.au

Posted on behalf of Andrew:

Hi all, I was wondering if any one could help me. I am a contractor and several of my customers have more than one job on the go at one time. I use time sheets in quick books to allocate employee  labour times to particular customer jobs. In the past I have started up a new customer for a new job (regardless of if the customer has already been entered) that way I can allocate hours to individual jobs and invoice them from my time sheets.
I have now come to the point where I have 3 or more job addresses for the same client and now my drop down list is getting very long. How do i set up multiple job addresses under the one customer name? and then allocate hours to the correct job and invoice the correct job?

Hi Andrew,

I use time based billing in QB 2008-09 just as you describe. From the customer centre, you select the customer and then at the top left, drop down the "New customer & job" button and select "Add Job". Give the job a name, and then if you need to use a different address or other details, edit these too - they are a copy of the customer record by default which can be overridden.

Then, when you record time, instead of recording the time against the customer, record it against the customer:job entry. You can then also generate an invoice for a job rather than a customer, and I use a different invoice template for this which includes the job name.

Hope this helps.

There has to be a better solution than this. What is the point of having a relational database underpinning QB if you have to duplicate records. I'm investigating a few options at the moment so Will let you know how it goes.
Cheers