Tracking Job Status and Type

If your company works on only a handful of jobs at a time, you can probably keep track of the status of those jobs in your head. But for those companies with many balls in the air, QuickBooks provides a job status feature to keep track of how close to completion each job is. You might also want to filter reports for type of job. For example, a construction company might perform commercial, residential, or government work. This is an excellent use for job types.

Set Job Status Preference

Select Edit, Preferences.

Click the Jobs & Estimates icon.

Click the Company Preferences tab.

If you want, change the name of any job status by deleting the name you see and entering your own choice for a job status.

Click OK.

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Display the Customers & Jobs list by clicking on the Customer Center icon, and then clicking the Customers & Jobs tab.

Double-click a job name if you want to change its status.

Click the Job Info tab.

Select the appropriate job status from the Job Status drop-down list.

Click OK.

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