Default Service

Let me make things up to you, @mgilkessmith. I understand you need to change the default service that QuickBooks generates for sales. I'll explain this further to you.

QuickBooks generate the default service type because this is the job hours performed by the employee to the customer. Therefore, it shows as a service instead of a sales item. 

What we can do is merge the item to another product or service terms. We can merge products and services except for inventory products that have Quantity on Hand.

This won’t affect any transactions you entered in QuickBooks Online (QBO). It will only remove one product or service from the Products and Services list. Let me show you how:

1. Click the Gear icon on the top menu. 
2. Select Products and Services.
3. Find the product or service that you want to merge.
4. Tick Edit in the Action column. 
5. Enter the product or service you want to merge it with in the Name field. 
6. Press Save and Close.
7. Hit Yes to confirm the merge.

For future reference, read through this article: Reorder inventory or supplies from vendors. It helps you learn about how to prioritize what you need the most in your inventory. 

Please know that, I'm always here to help you. 

Thank you for your response, but I don't have a default product or service. Also, all of my employees who are billable are selecting the correct labor code (which I have setup as services) in QB Time, but then when I pull the time activity the service is defaulting back to test. How do I fix this? If I merge test with another service won't this just create a similar issue?

Melissa 

You don't have to merge them, mgilkessmith.

At this moment, our software engineers are investigating the issue of service items on billable timesheets changing to the default type. Please know that we're working diligently to identify the root cause of the problem. I assure you that we're taking all necessary steps to get this resolved the soonest.

In the meantime, I recommend contacting our support team. This way, you'll be added to the list of affected users and receive status updates through email. Here's how to connect with us:

1. Click Help on the top right corner of the screen.
2. Go to the Search tab, then click the Contact Us button.
3. Enter a brief description of your concern in the description box.
4. Proceed with Continue, then choose Chat or Callback.

For a faster transaction, provide this investigation number to our representative: INV-81249. Finally, here's an article that you can read to help track the hours your workers incurred on your customer’s behalf when they perform jobs for them: Enter billable time by job in QuickBooks Online.

Your patience and understanding are greatly appreciated as we work to address the issue. If there's anything else that I can do for you, just tag my name in the comment section. Take care and have a great rest of the day!

How long has this been an issue and when will this be fixed? This is very aggravating and timeconsuming to make these manual changes. 

Hello @mgilkessmith,

I appreciate you returning to this thread. I would feel the same way when we're using our time too much doing manual changes. This isn't the experience we want you to have. 

For now, I cannot tell a specific timeframe for when a solution will be ready. Rest assured our engineers are doing their best to resolve it and will provide an accurate solution soon. Still, I'd recommend contacting our Support Team. Once you're added as an affected user, we can send an update about the investigation once information is available. 

To learn about invoicing customers for billable expenses and timesheets, you can gather further details in this article: Invoice customers for project expenses in QuickBooks Online.
 

Visit anytime if you have other QuickBooks concerns. I'm here to help in any way that I can.

This has been an ongoing issue for several months and all I get is a monthly email saying that they are working on it and you will get an update in a few weeks or so that says the exact thing!  This is beyond frustrating and should have been resolved long ago.  I do not have much faith in this product at this time