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W
Working on a Sunday
September 21, 2025
Question

Expiring Shifts/Workforce

  • September 21, 2025
  • 1 reply
  • 4 views

I cannot be the only person with this issue.

We have clients that we visit weekly until they no longer need us.  On the QBO end, *some* of these are projects, but many are not.

In Workforce, I set up repeating shifts, but the job will automatically disappear after 365 shifts and then it disappears off of the technician's schedule - so they stop going.

If I tap through each client on 'schedule', and drill down, I can see the 'start

1 reply

R
RhoiceWQuickBooks Team
QuickBooks Team
September 21, 2025

Thank you for bringing this up. QuickBooks Time allows you to set up recurring shifts, but these are limited to 365 shifts or a year.

 

Since you've reached the limit, I recommend creating a new recurring schedule for your technician and selecting On under the End Repeat section. This ensures the schedule will expire after one year.

 

To manage ongoing weekly visits beyond a year, you can manually renew or recreate the recurring shifts annually to maintain the schedule.

 

If you have any other QuickBooks concerns, feel free to reply to this thread. We're here to help.

W
Working on a Sunday2
September 21, 2025

Oh, I see now that the forum clipped about half of my post when I ran into an error message while posting.  Apologies. Next time I'll hit copy before hitting any buttons so I can re-paste when the error messages pop up.

 

If I tap through each client on 'schedule', and drill down, I can see the 'start date' of a specific job.  But that's a *lot* of clicking and 'saving' or 'discarding' and not convenient.  Is there a way to generate a report of when recurring jobs will expire?  OR, a way to generate a report of recurring jobs and their *start date*?  Ideally that would be something I can put into Excel, just in case formulas are needed to distinguish if a job has been on multiple schedules.

I probably only have about 30 jobs that are expiring, but more than 100 clients to look through.

W
Working on a Sunday2
September 23, 2025

Is there a way to see when repeating jobs were started, using some exportable report?  I could work backwards from there.  Ideally I'd like a list of expiring jobs, so I can clone the ones that have nearly expired.

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