Keep Job Numbers in the Job Name

When you add a new customer or job in Chronicle, we automatically transfer the customer to QuickBooks if the customer isn’t already there, and we add a job for the customer in QuickBooks as well. We name this job beginning with the job number in Chronicle.

Having this job number first makes it quick to find the appropriate job in QuickBooks; in QuickBooks, you can just type the initial digits of the job number in corresponding entries to find the job.

Having the job number in QuickBooks also makes it easier to compare information between the two programs because the same job numbers appear in both.

Because of this, we recommend that you keep this job number at the beginning of the job name in QuickBooks. However, it is acceptable to add additional text to the job name to identify the type of job, the location, or anything else that make it clearer to you which job is being referred to. For example, if the initial entry created by Chronicle looks like this:

12345 - Job

it is fine to change it to:

12345 - Fire loss job

or to:

12345 - Park St. Office Renovation

Just keep the Chronicle job number at the beginning.