QB Issue Resolution:
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:
That’s why it helps to know specific tools being used; you can always check with “their” support people.
Resolution for Issue 'customer / job name' available: Yes (Solved).
Source: Intuit Community forum.
customer / job name: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.Support for Customer
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