Feature Request - QBO Sync - Estimates - Products & Services

I’d like to request a new feature that allows one of the following:

1 - A manual sync option with the ability to map Handoff products/services to our existing QuickBooks items before syncing, or

2 - An option to exclude products/services from the estimate sync so they don’t clutter QuickBooks.

The default syncing of the products and services to QBO from Estimates has become so cumbersome that we have disabled the integration, which is unfortunate. A response and solution would be much appreciated. Thanks!

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Status

Submitted

Board

💡 Feature Requests

Date

About 1 hour ago

Author

Stephanie Young

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