Job Info Tab - Accounting Software Secrets
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Job Info Tab

Job Info Tab

Job Info Tab


The purpose of this tab is to track basic information about the project.  If multiple jobs are established for a customer, this tab is no longer available on the main customer, but will still be available on each job.


QBRA-2004: Lists > Customer:Job List > Customer > New > Job Info Tab


The job status choices are controlled by the names assigned in the preference.


TRICK: If you are going to want to run a Profit and Loss report by customer:job, it is extremely helpful to setup a customer for the transactions which will be for the overall business (i.e., general & administrative, overhead, corporate expenses, or the like). The Profit & Loss by Job report is created from only transactions which have been specifically assigned a customer:job so any transactions not assigned will not appear on that particular report (i.e. if all transactions are not coded to a customer:job the Profit and Loss by Job report will not agree to the Profit and Loss Standard report for the same time frame.  By having a customer for the overall business (a place to code transactions not specifically related to a customer:job), the profit and loss by job should agree to the profit and loss in total.  As an additional note on this topic, there are some transactions, specifically discounts and payroll which may not be coded to a customer:job.  To balance the two reports a journal entry, with the debit and credit to the same General Ledger account but one line will have no name and the other will have an appropriate customer:job, must be created.

List Limits Expanded

For most QuickBooks users, the list limit for the QuickBooks Pro and Premier products of 14,500 is sufficient.  For some, however, that is not the case.  We have been seeing increased list size for a variety of reasons.  One of the most common is the increased number of customers as the result of web site sales.  For version 6 and prior, the list limit was doubled for the Enterprise Solutions Product.  New with version 7, the Enterprise Solutions limit has been removed.


More information on this topic

Customers and Jobs