Quickbooks and Plans

For those of you who use either Quickbooks Desktop or Online for your finance/invoicing software, how do you handle clients with multiple plans? With desktop, we used "jobs" for each plan under a single client. It is possible with Online, but getting the job onto the invoice is proving very difficult. I was thinking maybe someone has a better way to track this. Thanks.

Prior to the sale of our shop, we used QB Desktop.  Never used the job function - we used Items, which worked well with memorizing/automating quarterly billings where the quarterly admin fee was fixed and the only thing to tweak was add-on charges (distributions, QDRO's, etc.) or revenue sharing (100% offset credit - which we'd do in the last quarterly billing of the year).

If you're looking at the chart of accounts, the main category is Fee Income - then under that:
    Quarterly Admin Fees (subcategories under that by type of plan - i.e. 401k, 403b, etc.)
    Amendment Fees (subcategories under that by type of plan - i.e. 401k, 403b, etc.)
    Design & Installation Fees (subcategories under that by type of plan - i.e. 401k, 403b, etc.)
    Quarterly Document Maintenance Fees (subcategories under that by type of plan - i.e. 401k, 403b, etc.)

That's a general idea - we can take it offline to PM if you want to delve into minutiae.
 

Thanks for the response. I am worried how easy it would be to track all revenue from Cash Balance Plans that way. Or revenue from a specific Plan like the Acme Cash Balance Plan. You would need special reports that collected all of the sub-fees that encompassed anything to do with CB plans.

Using jobs as a the plan identifier means that it is very easy to see how much revenue I make for all CB plans or a specific one. Unless I am missing something?

Nothing missing - I think you're taking it to a higher/better level than I needed to do.