Only sync QuickBooks summary data over to JobNimbus per job/contact (ie: totals for invoices, amount due, payments)
Request:
We want the ability see SOME invoice info (without the entire invoice syncing over) such as:
Total Amount of all invoices per job/contact
Amount Due of all invoices per job/contact
This request applies in the same way for payments syncing over such as syncing over only the Total Amount Paid per job/contact.
Reason for need:
Invoices do not sync over correctly from QuickBooks because JobNimbus doesn't allow line items with no "Item Name" /"Product/service" selected. We need to be able to have line items that are purely descriptive with no price. This requires a "Product/service" NOT to be selected. If we have a 2-way sync of our financials with JobNimbus then JN deletes our descriptive line items.
We would like our sales reps to be able to keep an eye on what is still owed per customer but if invoices can't sync this can't happen automatically unless we can get specific information synced over.
Libbie Spielmann
shared this idea
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Nikki Smith commented
Critical