![]() When you click on the “ Add New” button, QuickBooks opens the Add Shipping Address Information window. On the Address Info tab, look to see if there is any information in the “ Ship To” block if there isn’t, click the “ Add New” button (located just below the Ship To block). You can click on the job name to select it and then click the Edit Job button OR if you double-click on the job name you’ll be taken to the Edit window. While there are a couple of ways to add project information – such as the project name and it’s location – to an Estimate or Invoice that you generate I’ve always used the “ Ship To” block in the Job record to hold this information.įrom the QuickBooks Customer Center, pick a current Job from the Customers & Job list. ![]() Adding Project Information to Invoices & Estimates ![]() Displaying project information is very useful, especially when a business is working on more than one job or project for the same customer and needs to make it clear which job or project they are talking about when it’s time to create an Estimate or an invoice. There are many times that a contractor, or other business owner, needs to display project information – such as the project name and location – on invoices and estimates. ![]() This QuickBooks tip discusses adding project information – such as the project name and location – to Invoices and Estimates – by using the Ship To Address block in the job record and modify the template slightly.
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