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southwestbookkee
Level 1

Is it possible to set a default product or service for a customer ? So if you are a cleaning company and your client is JB and you have a service JB Cleaning, default ?

 
1 REPLY 1
AlexV
QuickBooks Team

Is it possible to set a default product or service for a customer ? So if you are a cleaning company and your client is JB and you have a service JB Cleaning, default ?

Hello there, southwestbookkee.

 

Currently, this option is unavailable in QuickBooks Online. You'll need to manually select a product or service every time you create any sales transactions.

 

This is a good idea to set a default product or service to a customer. I can send a request to our developers and let them know of this suggestion.

 

Don't hesitate to post again if you have any questions about QuickBooks.

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