Adding information into QuickBooks Desktop doesn’t have to be monotonous and time consuming. Sometimes it can really be as easy as copy and paste! We put together the simple steps it takes to add many customer jobs at one time on QB Desktop, or watch these steps in our tutorial.
To begin, open your Customers tab. Look in the top left for the dropdown menu that says “New Customer & Job” and select “Add Multiple Customer Jobs.” Now you’ll see a grid that matches the QuickBooks grid to the left in your Customers tab, both listing your customers. In the top right of the grid, you can “Customize Columns” so you’re seeing the information that is most important to you. For example, you can choose not to see the customer’s address or fax number because that information isn’t important for you to see. To do what we’re doing, we want to see the columns Name, Company Name, and Job Of.
It’s important that whatever way you choose to customize your columns, they are identical in the Excel file you are using to record this information. In the Excel file, copy the grid (CTRL + C) and paste into the bottom of your “Add Multiple Customer Jobs” entries (CTRL + V). You just added all customer jobs simultaneously! Remember to save your changes before closing the window. Now, in your QuickBooks Customers tab to the left, you’ll see your entries have been added.
When you first start doing this, add only a few jobs at a time and double-check to make sure the customer job information is being entered into the correct fields. Sometimes technology can confuse things and information is added inaccurately, like the phone number will show up in the address field.
If you have questions on these steps or any other QB process, contact us today for expert bookkeeping assistance.