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When I create a customer in QBOP, and it transfers into QB time, each customer I have to manually click the service item to be required. Is there anything I can do that we do not have to do this manual step?
In QBOP, I have selected to have the service item as part of time tracking.
Good afternoon, @Kharp.
It's great to see you back in the Community. Let's work together and get this problem handled.
Let's try these steps first to ensure to have the service items as time tracking plus run an import after to get that information over to QB Time. Here's how:
Please let me know if this helps. I want to ensure that you're able to get back to running your business. Bye for now!
Thanks for your response, but I had already had that checked. but when I enter new customers and it sync to QB time, I am manually having to select service item for each customer.
Hey again, @Kharp.
Thanks for reaching back out to me and letting me know that you've already tried those steps. It's great that we're narrowing down to the root of the problem.
Yes, based on the information you gave, you'll need to select a service item for each customer manually. However, you can assign certain service items to your customers through QB Time to make the list smaller. Here's how:
Lastly, all you'll need to do is tap on the service item(s) you want to be listed when manually choosing. It's that easy!
This should do the trick to make it easier to locate and pick the service item you need for your customers. Feel free to ask any other questions if you have them. Wishing you and your business continued success!
Thank you, I have been doing this, but I was hoping it would not have to be done for each and every customer.
Krissi
I definitely understand @Kharp.
If you have a moment, you can always submit a Feature Request in QuickBooks Time. Our product development team look at the requests for ideas and features for future releases. Here's how:
Feel free to reach out any time with additional questions or if there is anything we can help you with. Our virtual Community doors are always open!
I am finding with QB Time and the 2022 release that it seems no one tested these for usability. It is disappointing to see "solutions" that are really work-arounds.
I have over 100 customers. So for each and every one, I have to individually make sure the service list is selected.
Someone from Intuit should be monitoring the questions and not put the burden on the user to make a suggestion, when it is clearly a usability issue.
I don't see a Time Tracking option under Advanced Settings to add Service Items to Quickbooks Time
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