Ideas & Enhancements

Accounting Tab for QBO - Need to see what's in the memo line for the DTFs & Sort by Client's Name

We import DTFs to QBO by what's in the memo line & not being able to see it, makes that very difficult. We also are unable to import anything by client's name because there's not a column for client's name. We need to be able to sort by client's name like we could in the old system. The memo line doesn't show up on the accounting tab for CEX if it was filled in after being requested. The Integrator would update with the information.

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  • Sep 7 2023
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