- 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
- 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
Customer record example
ACME is a customer that has two completed jobs (Build and Consulting) with differing expenses. In QuickBooks, two jobs (sub-customers) would be set up to keep track of the expenses.
Both the Customer (ACME) and the Jobs (Build and Consulting) sync as individual Customer Records.
Note: Each Customer record of a sub-customer will list the Parent Customer.
- The customer record must be in edit mode to view the details
- 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
- The invoice will only sync to the job (sub-customer) record, and not be visible under the customer.