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Create a Job (manual)

The following article describes how a Job can be manually created in Bill.com, depending on your accounting software.

NOTE: To save time, have your job details available as you enter information.

QuickBooks / QuickBooks Online

In Bill.com, Jobs are tracked as Customers.

To create a Customer/Job in Bill.com manually:

  1. On the Receivables drop-down, click Customers.
  2. On the Customers page, click New.
  3. On the New Customer page, enter Customer/Job details:
    • Customer Name (required)
    • Other details (as needed) to define the Job.
  4. Click Save

Intacct

Jobs can only be synced in from Intacct.

NetSuite

Jobs are not supported in Bill.com if integrating with NetSuite.

Xero

Jobs are not supported in Bill.com if integrating with Xero.

Resources

Import Jobs

Customer: Jobs and QuickBooks

 

 

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