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Default Product/Service for sales and time activities
I am trying to make these two services inactive, but keep getting these errors. The items have been deactivated in QBT, but when exporting times other services default to the Field Survey Crew. How do I change these default services?
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Account management
We recognize the need to modify the default product/service items that QuickBooks generates for sales and time activities in your account, dollyc.
As QuickBooks Online generates an equipped default service item to track your sales and the hours worked, the ability to change them is unavailable, you may consider leaving this item as is. If the default item is an item that you've created, you can make a new Service item titled Sales or Service to replace the default so that you can make the other item inactive.
Additionally, you can check out this resource to learn how to manage default and special accounts in QBO: Manage default and special accounts in your QuickBooks Online chart of accounts.
Moreover, I'm adding this guide to help you check the total time or income from rendered services in your account: Run reports in QuickBooks Online.
We'll always be around in this thread if you require additional assistance managing items and accounts in your file. Just let us know in the comments below, and we'll be sure to get you covered. Keep safe.
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That doesn't solve my problem. When I import hours from QBT, it changes other service items to these and I have to manually adjust each item in QBO or add new services and change each item in QBT. The mapping is broken.
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Account management
Hi there, @dollyc. I recognize your need for the feature of changing the default service item to track your sales and the hours worked in QuickBooks Time.
In the meantime, I recommend sending us feedback so our product engineers know about it. We closely monitor the submissions and take them into consideration when prioritizing software development.
Here's how to send via QuickBooks Workforce (formerly QuickBooks Time mobile app):
- Click the Help (?) button in the top right part.
- Select Suggest Idea.
- Enter Your Email and Idea.
- Hit Send Idea. I'll add a snapshot for reference:
Here's how to submit via the QuickBooks Time computer app:
- Go to help.tsheets.com.
- At the bottom, select Suggest an idea.
- Enter your idea, then hit Post a new idea or Vote for an existing idea.
- Optional: Choose a category.
- Describe the idea, and click on Post idea.
In additionally, feel free to check these articles to help you learn more about managing members' time off and know more about reports you can get inside the program:
- Add and manage team members in QuickBooks Time.
- Set up and Manage Time Off in QuickBooks Time.
- QuickBooks Time reports.
Feel free to drop in any time with additional questions or if I can help with anything else regarding time or QuickBooks. I’m just a reply away. Stay safe!
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I've phoned several times and gotten nowhere with fixing this issue. It's been ongoing for months and I've called repeatedly to no avail.
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Are you kidding? This is such a cop out response. Do literally anything about it. Your offering as a company is absolutely underwhelming.
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I have twenty employees I have had to fix time entries on for two years in my position, because QBO decides to change all their time entries this on a weekly basis. No fix, and every CSR says it's not a known issue. Lies.
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It is their go to cop out response- I have the same issue- it created this item we do not need or want and you can't clear it. I have been complaining for years - they do not listen to our complaints and fix anything- only way to do that is find people on here that find workarounds - BUT!