- Set a default service for time entries. If time entries sync over and there is a service that doesn’t exist in QuickBooks, you can set a default service that will appear instead, rather than causing an error. For example, if a time entry was submitted for a service that didn’t exist in QBO, “Hours” would be selected.
- Select a default service for deposits.
- Select a default account for retainage from AIA invoices.
- If you would like to alter a class or location for a specific job, you can do so by changing he next two columns that correspond with the job in this column.
- Change the class.
- Change location.