Setting up Customer Jobs in Acctivate.

Acctivate supports the ability to create customer jobs for a parent:child customer relationship. Check out this article for a link to our training guide for more information.

In Acctivate, users can create customer jobs via the Edit Customer window or link an existing customer. Each job is considered an individual customer which means billing is per job.

Any jobs created in QuickBooks will synchronize to Acctivate as such for use in the sales process. For consolidated billing or statements, print from QuickBooks. Individual job invoices are printed from Acctivate.

For up to date information about creating customer jobs, check out our training guide.