Synopsis:
- How can I create and track customer jobs in AdvancePro?
- How can I assign Vendor transactions to jobs?
- How are jobs synced to QuickBooks?
Webinar transcript
APT University: QuickBooks Jobs
Hello everyone and welcome to this week’s APT university. Today we’ll be focusing on the jobs features in advancepro, and on how to assign jobs to customers and orders. We will be taking questions at the end so feel free to put your questions into the questions tab on your gotowebinar control panel.
So the QuickBooks jobs feature is a way to track a group of customer orders separately in QuickBooks, in AdvancePro, each job is considered a separate customer. You can set a customer as a QuickBooks job for any other customer by opening up the view all customers dashboard, clicking the edit button to edit a given customer’s profile, and going to the additional info tab, Enter the QB JOB FOR field here to set this as a job for another customer in QuickBooks.
Now all transactions under this customer will be listed as a job for the main customer.
AdvancePro also has an internal job tracking feature by order, this is essentially a label you can use to track customer and vendor orders.
This works essentially the same for vendor orders or customer orders, go to the vendor or customer dashboard and click the jobs button on the right hand side. Here you can create a job number, and you can then assign orders to that job. These vendor orders will display accordingly in your job reporting in QuickBooks.
This concludes our quick tour of the jobs feature in AdvancePro. If you have any questions, feel free to put them into the questions tab on your gotowebinar control panel. And to watch our other videos check us out on localhost/apt under the resources tab, or on our youtube channel
Thanks for watching!