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Apple Mac2014 - Page 93

Apple Mac2014
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QuickBooks for Mac 2014 User’s Guide 83
See how a business owner like you uses jobs:
http://www.qblittlesquare.com/2011/01/video-introduction-to-jobs/?utc_source=iph
Watch a demo of how to create customers and jobs:
http://www.qblittlesquare.com/2011/01/video-overview-of-the-customer-center/?utc_source=iph
To add or edit a job:
1 Choose Lists > Customer:Jobs or choose Customer > Customer Center.
2 Select the customer you're doing the job for.
3 Click the + menu at the bottom of the customer list and click Add Job. Or, Control-click anywhere in
the Customer:Jobs list and choose Add Job from the shortcut menu.
4 Enter the name of the Job.
5 To mark a customer as inactive, select the “Customer is inactive” checkbox. More info
6 If anything shown in the General Information section is incorrect for this job, change it. The
information QuickBooks fills in comes from your customer's record. If you make any changes here,
the changes affect only this job. For example, if your customer's billing address is different for this
job, you can enter the job address without affecting the customer's main address.
7 Click the Job Notes pane. Enter the information about the job and click OK.
!

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