Only have current jobs listed.
Have the ability to close jobs once they’re finished
Hi, thanks for this idea. You can actually inactivate completed jobs currently from the Jobs screen. If you’re connected to QuickBooks, this will also inactivate the Job in QuickBooks. Or vice versa, inactivating the Job in QuickBooks will inactivate it in ClockShark. Not sure if that is what you were looking for?
Sandy Seekins commented
Add a report option to print a
Current Job list
Deactivated Job list
Current Task List
Deactivated Task list
For QBO this depends on your setting for the Sync Direction between QBO and ClockShark. For example if you have it set to sync changes in QBO to ClockShark, then deactivating the Customer will cause the Job in ClockShark to be deactivated as well, and vice versa if your sync setting is in the opposite direction. Hope that clears things up!
Hey Joe, which version of QB's are you talking about? I'm using QBO and wondering if your comment works the same with QBO. Thanks.
I inactivated jobs in QuickBooks, but they are still showing in ClockShark.