QuickBooks for Mac 2014 User’s Guide 82
contact to the list, you'll see card icon with a green plus.
If Contact Sync is on, the contact is automatically synced with Address Book.
Note: If you are adding a name to the Employees list that already exists, the green plus does not appear and
QuickBooks does not add the duplicate name.
Setting up jobs
If you’re a service provider and if you’re fortunate
enough to win multiple projects from the same
client, Jobs are an excellent way to track different
projects you do for the same customer.
For example, say you’re a video producer and you have a project to produce a video series for a customer. You can
create a job to track that project. And then – good news – a few months later the same customer requests another
video. You can then create a new job for that customer, which allows you to separate revenue and expenses for
each video project that I produce. This enables you to understand the profitability I have on a per project basis. For
example, tracking Unbilled Costs by Job helps ensure you don’t forgot to invoice a customer for additional
expenses.
All the jobs you do for a customer are tracked in the Customer Center. Jobs are a super flexible QuickBooks feature
which you can use to associate one entity with another for billing and reporting purposes.
Types of Jobs
Job types let you group and subtotal similar jobs on your reports. By using them, you can determine which kinds of
jobs are the most profitable for your business.
Here are a few examples:
• In construction: Decks, Kitchens, Bathrooms
• In graphic arts: Logos, Brochures, PR
• In real estate: Brokerage, Property Management
How do customer types fit in?
Customer types let you categorize your customers independently of the types of jobs you do. They are useful for
grouping your customers into categories that are meaningful to your business. Some examples: Wholesale and
Retail; Commercial, Residential, and Industrial; From Advertisement, By Referral. You can use customer types in
addition to job types. You can also use job types without customer types, customer types without job types, or
neither.
Creating jobs for a customer
QuickBooks lets you track each job you do for a customer separately from all other jobs. That way, your reports can
show your income and expenses by job. You can add multiple jobs for a customer.
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