Jobs Only

Posted by Brian Smither on September 21, 2009, 1:19 am

Please log in for more thread options

Just verifying that QB Premier 2009 (if that matters) cannot create a Job
without having a customer first. True, without customers, you have no jobs.
But...

I am working QB to support a non-profit and we are trying various avenues
to distinguish (to be sortable, searchable, filterable) dues-paying members
(on an accrual basis) with other types of people who give us money for the
various "cost centers" (my boss's words, not mine).

I do have the book "Running your Non-Profit in QB" (or something like
that), and there's some interesting advice. But I don't think it covers
what I am truly wanting to discover...

I have not found a way to generate an Open Invoice Report or Aging Report
(maybe others) that filters on a specific job. (I have a nice bookkeeper,
but she doesn't know everything about QB.)

"Job Type," yes. But that may be too broad, maybe not. "Customer Type,"
haven't explored that. Maybe a good candidate is the Memo field or one of
the Custom fields.

Does the Customer Center filter box use wildcards? That is, all customers
whose first character is "M" with the sequence "Member" in it? (M*Member*)
I could experiment, and I will, but I also ask because there may be someone
who found a peculiar approach/answer to this problem.

(I'm an IT Director who's been asked to program a line of communication
from our eCommerce store to QB via IIF. We sell annual memberships,
advertising in our journal, and exhibit space at our conferences. And other
stuff.)

--
Remove INVALID from e-mail address.

Brian Smither
Smither Consulting

Posted by Golden California Girls on September 21, 2009, 5:24 pm

Please log in for more thread options

Brian Smither wrote:

> Just verifying that QB Premier 2009 (if that matters) cannot create a Job

> without having a customer first. True, without customers, you have no jobs.

> But...

> I am working QB to support a non-profit and we are trying various avenues

> to distinguish (to be sortable, searchable, filterable) dues-paying members

> (on an accrual basis) with other types of people who give us money for the

> various "cost centers" (my boss's words, not mine).

> I do have the book "Running your Non-Profit in QB" (or something like

> that), and there's some interesting advice. But I don't think it covers

> what I am truly wanting to discover...

> I have not found a way to generate an Open Invoice Report or Aging Report

> (maybe others) that filters on a specific job. (I have a nice bookkeeper,

> but she doesn't know everything about QB.)

> "Job Type," yes. But that may be too broad, maybe not. "Customer Type,"

> haven't explored that. Maybe a good candidate is the Memo field or one of

> the Custom fields.

> Does the Customer Center filter box use wildcards? That is, all customers

> whose first character is "M" with the sequence "Member" in it? (M*Member*)

> I could experiment, and I will, but I also ask because there may be someone

> who found a peculiar approach/answer to this problem.

> (I'm an IT Director who's been asked to program a line of communication

> from our eCommerce store to QB via IIF. We sell annual memberships,

> advertising in our journal, and exhibit space at our conferences. And other

> stuff.)

My thought is to stop trying to filter on jobs but to filter on items sold.
Perhaps a sales by customer detail report with a filter on the membership item?

Unfortunately QB doesn't support grep or wild cards and isn't a particularly
good contact manager either.

Posted by Laura on September 21, 2009, 9:35 pm

Please log in for more thread options

> Brian Smither wrote:

>> Just verifying that QB Premier 2009 (if that matters) cannot create a Job

>> without having a customer first. True, without customers, you have no

>> jobs.

>> But...

>> I am working QB to support a non-profit and we are trying various avenues

>> to distinguish (to be sortable, searchable, filterable) dues-paying

>> members

>> (on an accrual basis) with other types of people who give us money for

>> the

>> various "cost centers" (my boss's words, not mine).

>> I do have the book "Running your Non-Profit in QB" (or something like

>> that), and there's some interesting advice. But I don't think it covers

>> what I am truly wanting to discover...

>> I have not found a way to generate an Open Invoice Report or Aging Report

>> (maybe others) that filters on a specific job. (I have a nice bookkeeper,

>> but she doesn't know everything about QB.)

>> "Job Type," yes. But that may be too broad, maybe not. "Customer Type,"

>> haven't explored that. Maybe a good candidate is the Memo field or one of

>> the Custom fields.

>> Does the Customer Center filter box use wildcards? That is, all customers

>> whose first character is "M" with the sequence "Member" in it?

>> (M*Member*)

>> I could experiment, and I will, but I also ask because there may be

>> someone

>> who found a peculiar approach/answer to this problem.

>> (I'm an IT Director who's been asked to program a line of communication

>> from our eCommerce store to QB via IIF. We sell annual memberships,

>> advertising in our journal, and exhibit space at our conferences. And

>> other

>> stuff.)

> My thought is to stop trying to filter on jobs but to filter on items

> sold.

> Perhaps a sales by customer detail report with a filter on the membership

> item?

> Unfortunately QB doesn't support grep or wild cards and isn't a

> particularly

> good contact manager either.

What about classes? Would that be an option? My non-profit uses classes to
identify events held.

Custom fields may or may not get passed down to all of the reports you are
trying to run.

Posted by dpb on September 22, 2009, 12:22 am

Please log in for more thread options

Laura wrote:

>> Brian Smither wrote:

>>> Just verifying that QB Premier 2009 (if that matters) cannot create a

>>> Job

>>> without having a customer first. True, without customers, you have no

>>> jobs.

>>> But...

>>>

>>> I am working QB to support a non-profit and we are trying various

>>> avenues

>>> to distinguish (to be sortable, searchable, filterable) dues-paying

>>> members

>>> (on an accrual basis) with other types of people who give us money

>>> for the

>>> various "cost centers" (my boss's words, not mine).

>>>

>>> I do have the book "Running your Non-Profit in QB" (or something like

>>> that), and there's some interesting advice. But I don't think it covers

>>> what I am truly wanting to discover...

>>>

>>> I have not found a way to generate an Open Invoice Report or Aging

>>> Report

>>> (maybe others) that filters on a specific job. (I have a nice

>>> bookkeeper,

>>> but she doesn't know everything about QB.)

>>>

>>> "Job Type," yes. But that may be too broad, maybe not. "Customer Type,"

>>> haven't explored that. Maybe a good candidate is the Memo field or

>>> one of

>>> the Custom fields.

>>>

>>> Does the Customer Center filter box use wildcards? That is, all

>>> customers

>>> whose first character is "M" with the sequence "Member" in it?

>>> (M*Member*)

>>> I could experiment, and I will, but I also ask because there may be

>>> someone

>>> who found a peculiar approach/answer to this problem.

>>>

>>> (I'm an IT Director who's been asked to program a line of communication

>>> from our eCommerce store to QB via IIF. We sell annual memberships,

>>> advertising in our journal, and exhibit space at our conferences. And

>>> other

>>> stuff.)

>>>

>> My thought is to stop trying to filter on jobs but to filter on items

>> sold.

>> Perhaps a sales by customer detail report with a filter on the

>> membership item?

>> Unfortunately QB doesn't support grep or wild cards and isn't a

>> particularly

>> good contact manager either.

> What about classes? Would that be an option? My non-profit uses classes

> to identify events held.

> Custom fields may or may not get passed down to all of the reports you

> are trying to run.

And, OP will need iiuc to make sure whatever choice(s) made are part of
what can be imported via iif which ain't everything plus the potential
problem of internal links aren't generated from iif importing...

--

Posted by RR on October 2, 2009, 12:23 pm

Please log in for more thread options

wrote:

> Just verifying that QB Premier 2009 (if that matters) cannot create a Job

> without having a customer first. True, without customers, you have no job=

> But...

> I am working QB to support a non-profit and we are trying various avenues

> to distinguish (to be sortable, searchable, filterable) dues-paying membe=

> (on an accrual basis) with other types of people who give us money for th=

> various "cost centers" (my boss's words, not mine).

> I do have the book "Running your Non-Profit in QB" (or something like

> that), and there's some interesting advice. But I don't think it covers

> what I am truly wanting to discover...

> I have not found a way to generate an Open Invoice Report or Aging Report

> (maybe others) that filters on a specific job. (I have a nice bookkeeper,

> but she doesn't know everything about QB.)

> "Job Type," yes. But that may be too broad, maybe not. "Customer Type,"

> haven't explored that. Maybe a good candidate is the Memo field or one of

> the Custom fields.

> Does the Customer Center filter box use wildcards? That is, all customers

> whose first character is "M" with the sequence "Member" in it? (M*Member*=

)

> I could experiment, and I will, but I also ask because there may be someo=

> who found a peculiar approach/answer to this problem.

> (I'm an IT Director who's been asked to program a line of communication

> from our eCommerce store to QB via IIF. We sell annual memberships,

> advertising in our journal, and exhibit space at our conferences. And oth=

> stuff.)

> --

> Remove INVALID from e-mail address.

> Brian Smither

> Smither Consulting

My recommendation would to create a customer Customer Type list and
then assign it when adding the customer. You can filter on them when
running reports. If you want to get more specific, you can create
classes in addition and classify each invoice / job and have multiple
types of invoices under the same customer. These also can be filtered.
Hope that helps.