and now we will learn how to set up your very first set of jobs in QuickBooks Online if you have
any questions about this topic you can leave them in the comments section below and I'll do my best
to help you and of course if you feel the video helped you I hope you will click like and don't
forget to subscribe to get updates on new videos that come out all the time a job is a contract
or project for a particular customer or client the records for a job are like a subsection of
the customers records you can have more than one job per client for example tom has a contract to
a project with brown company to install a new heating system at 222 hands in place but Tom
also has a contract with brown company going on at the same time to replace all the pipes at 61
61 Mockingbird Lane and his third job will be for the other customer Kirschbaum to renovate
the heating and plumbing system at the South Woods Road building that Kersh bound owns so let us set
up the jobs under each customers or clients records to add a new customer in quickbooks
online go to the left panel hit sales and then go down to customers you could see this is the very
first time that we're coming to the new customer window so they make you type in the name in this
format here to signify that it's the first time and we're going to type in brown company
now we can skip phone number and email and click Add customer and this is the way that it will look
from this moment forward from this moment forward the customer tab in the sales area will look like
this and now we only have one now this is the way it would normally look if we clicked customer and
then we come up and we click new customer this is the way I'm going to click don't allow this is the
way it would look and of course you would put all the relevant information about the customer
like you would if it were a customer in any type of company in any situation so we already have
brown company on the list now when we add the two jobs for Brown company we'll add them the way we
would normally add a customer but we would choose sub customer of brown company so let's add 2 to 2
Hanson plays as a job you would click new customer and then you would put the name two to two hands
in place now this next client Kirschbaum has one job that we're negotiating it's the plumbing at
the South wood roads building so you would scroll up and click new first you have to put Kirschbaum
the actual client and of course you'd put whatever else you would put and then you would normally put
their billing address and any other information you would need and click Save now again click
sales customers and you can see how it's indented Kirschbaum is a different client Kirschbaum is not
a sub job under Brown company now we'll click new customer and put South Woods Road building
and the South wood roads building is a sub customer under Kirschbaum and click Save here
you have a little summary and now when we click sales customers you can see that South wood roads
or at least the building in South Woods Road is under the Kirschbaum job and these two are
under the brown company job and that's how you track your clients and the jobs that are current
under your clients now you should be aware that in addition to the name address email and all
the other normal data that you would keep for jobs and clients you could also use the notes
feature in the very same area and the notes feature helps you remember important things
about a client or a job for example let's put these reminders as notes so we can take a look
at them as we do the job let's imagine Kirschbaum is allergic to peanuts and you have to be careful
when you're around him because he's paying you a lot of money so let's do this let's click sales
go to customers now go down to Kirschbaum not the job on South Wood Road Kirschbaum himself
and if you click you get the information just about Kirschbaum that you put and you can click
add notes now whatever you put here ok I didn't type it in the right way but ok what you would
do is you could put that there and then you can click Edit and don't allow now notice there are
notes here that you can that you can see right from the customer information window so just
like you would put their name and address and website and email and cell phone and so on you
would also put notes and anything else that would be associated with that particular customer that
you could reopen this window and remind yourself of so let's click what's the other one well the
South Woodrow job must have enough money for the tolls for the workers to come and do it so what we
do is we go back to sales go back to customers now this time we're gonna go here and open the South
wood roads job and then you know you could click add notes here and then click Edit or you could
click Edit and add the notes here it's the same thing make sure you have told money for workers