Let me choose which QuickBooks clients to sync over, instead of all.

Handoff has a 2 way client sync that auto syncs all clients instantly. I have ~4,000 clients in QB. 100s are ancient and won’t be doing bids with us. Some are from my previous company’s moves (like when we worked in entirely different states). I don’t want to sync all these over to Handoff. That would make a mess.

Please let me pick which clients to sync over. I either want to pick exact names or pick from a certain date.

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Upvoters
Status

Submitted

Board

💡 Feature Requests

Date

12 months ago

Author

Justin Watkins

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