QuickBooks for Windows: Using customer jobs on invoices

In QuickBooks for Windows:

  • A customer is anyone who pays you for goods or services
    • Invoices created under customers are listed under customers.
  • A job is a specific project or scope of work that you want to track.
    • Invoices created under jobs are listed under the job as well as the Customer.

In PayMaker:

  • A customer will sync as a customer record
    • Customer invoices sync to the customer record
  • A job (sub-customer) will sync as a separate customer record
    • Job invoices sync only to the job (sub-customer) record

Example

In QuickBooks for Windows:

Jobs are listed as sub-customers of customers. An invoice created under the job is visible under both the customer and the job. In this example, invoice #15 was created under the Job record.

In PayMaker:

The invoice will only sync to the job (sub-customer) record, and not be visible under the customer.

If you do not see the described feature available in PayMaker, you may not have access to the feature based on permissions for your role and/or your plan does not have this feature. If you wish to get access to the feature, please review the available plans for PayMaker and upgrade accordingly or contact the Administrator of your PayMaker account. Changes in monthly user fees may apply.