QuickBooks Time
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:
- Go to the Customers tab on the left-hand menu.
- Locate and click on the customer you want to customize. (click again if there is a project)
- In the window, choose Custom Fields.
- Next to "Service Items," select All Items.
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!
