Question: I'm setting up QuickBooks for the first time, I have vendors I do service work for, but I would also like to track the customers they had me service.


Answer:
Setup each vendor as a customer (you'll have to change the name slightly because you can't use the same name for both a customer and a vendor). Then create a job for each of their customers that you service. You can do both at Customers -> New Customer & Job. 

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Written by Ruth Perryman, CMA, CFE, CFM, MBA, DPA (ABD)

Ruth is the president of The QB Specialists, an Intuit Solutions Provider that has helped thousands of businesses throughout the United States, Canada and even the Caribbean get the most out of QuickBooks since 1996. Ruth has over 20 years of industry experience, including 5 years as a Chief Financial Officer. She is an Advanced Certified QuickBooks ProAdvisor and a member of Intuit’s Trainer/Writer Network. She is also certified in QuickBooks Point of Sale and Enterprise.

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