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customer / job name

I'm syncing customer and job information to another app. That app presents customers and jobs for time and expense entry.

It appears that there is always a default job associated with a customer. 

Is there a way to rename that default job (it presently is 'General') or, if I create another job, is it possible to delete the default job? 

Simply put, where do I see the default job in QB Desktop Pro Plus 2019?

Solved
Best answer 01-15-2019

Accepted Solutions
Established Community Backer ***

Re: customer / job name

For this: "It appears that there is always a default job associated with a customer."

 

I know this is how Amicus works. It helps if you tell us which other tools you use.

 

"Is there a way to rename that default job (it presently is 'General') or, if I create another job, is it possible to delete the default job?"

 

There would be no reason to Make Another, if you already have one.

 

In QB, you don't need jobs. If you have them and want to clean up the list, you Merge the job into the customer name by first Promoting the Job to Customer.

 

In most third-party integration tools, there are Setup and settings that you use to control this. I don't think I've run into one with any of my own clients where it Forced us to use Job always.

 

Of course, we don't know which tool you use, or if that integrator offers the controls to you, the end user.

 

"Simply put, where do I see the default job in QB Desktop Pro Plus 2019?"

 

It doesn't really Have this. What is has is a Fallback, like this:

 

If the Customer Exists and has Job Data and activity, and Later, you want to make a Job, it will force the existing info into "Job 1."

 

I see "InvoiceASAP" also mentions this, here:

https://invoiceasap.zendesk.com/hc/en-us/articles/[removed]-Could-Not-Create-Customer-Customer-Alrea...

 

That's why it helps to know specific tools being used; you can always check with "their" support people.

2 Comments
QuickBooks Team

Re: customer / job name

Good day, mkrones.

Allow me to provide some information about syncing customer and job information from another app to QuickBooks Desktop.

 

There is no default job when syncing customers and job information from a third-party application to QuickBooks Desktop. Intuit will provide support if your transactions have already been successfully imported into QuickBooks using the third-party application.

 

All third-party application (non-intuit) will no longer have access to their software. You can check your third-party application or third-party developer's website for the detailed steps on how to sync this information without changing the job description.

 

If you need help with QuickBooks Desktop in the future, you can call our dedicated team who will be happy to assist you. Our contact details can be found here along with our opening hours:

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number.

If there's anything else I can do for you, please let me know. Have a great day.

Established Community Backer ***

Re: customer / job name

For this: "It appears that there is always a default job associated with a customer."

 

I know this is how Amicus works. It helps if you tell us which other tools you use.

 

"Is there a way to rename that default job (it presently is 'General') or, if I create another job, is it possible to delete the default job?"

 

There would be no reason to Make Another, if you already have one.

 

In QB, you don't need jobs. If you have them and want to clean up the list, you Merge the job into the customer name by first Promoting the Job to Customer.

 

In most third-party integration tools, there are Setup and settings that you use to control this. I don't think I've run into one with any of my own clients where it Forced us to use Job always.

 

Of course, we don't know which tool you use, or if that integrator offers the controls to you, the end user.

 

"Simply put, where do I see the default job in QB Desktop Pro Plus 2019?"

 

It doesn't really Have this. What is has is a Fallback, like this:

 

If the Customer Exists and has Job Data and activity, and Later, you want to make a Job, it will force the existing info into "Job 1."

 

I see "InvoiceASAP" also mentions this, here:

https://invoiceasap.zendesk.com/hc/en-us/articles/[removed]-Could-Not-Create-Customer-Customer-Alrea...

 

That's why it helps to know specific tools being used; you can always check with "their" support people.