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Fourlane QuickBooks Insights – The Power of a Field: Customer/Jobs

Fourlane QuickBooks Insights

We at Fourlane have learned a lot from our customers when it comes to the problems they run into with their QuickBooks files. With our services, we try to help the businesses we work with identify the true issues hiding beneath the surface, and walk away better off then when they came to us. That’s why with this QuickBooks Insight series, we hope you can identify with the experiences other customers have faced. This week we discuss Fourlane QuickBooks Insights – The Power of a Field: Customer/Jobs.

Today’s QuickBooks Insight Tip #:8 The Power of a Field: Customer/Jobs

If you do not use customers and job tracking in your file, use these fields for something else. This list is one of the most powerful in QuickBooks because you can add it to most transactions – including journal entries, bills, checks, credit cards and even inventory adjustments.

An Out of Control List

There was a Retail Quick Service customer using Square in their two restaurants. They tracked the customers in their rewards program but not in QuickBooks, so they were not using the customer list for anything.

The client went to a few weekly farmers markets and also worked events every year. They previously would run the events on their class list along with their store location tracking. The issue was that the list was growing and growing.

Our Solution

Switch all events to the customer list. We set up header customers for the farmers markets and jobs for the placement within the market to see where we sold better.

They also had a booth at Austin City Limits music festival and would put each year and weekend as a job under the event customer to see how our sales improved by year or if one weekend sold more than the other.

Further, because you can also use customers/jobs on expense transactions they could even do profitability of events and budgets for events to empower their event managers to stay within expected labor, marketing, and material costs.

We’re Here For You

Whether you need help with QuickBooks, advice on which QuickBooks to buy, or are outgrowing QuickBooks, our team of certified experts can help. For easier QuickBooks imports, exports and more, visit Transaction Pro.


About Marjorie Adams

Our head QuickBooks trainer and guru, Marjorie Adams, is Founder and CEO of Fourlane, Inc., an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner. Fourlane’s team of experts offers several QuickBooks oriented services including consulting, training, programming, integration, and more. Over the years, Fourlane has helped over 10,000 customers across many different industries with their QuickBooks accounting software. Marjorie Adams is considered one of the top QuickBooks trainers in the country. She was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year. Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.

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