QBO Integration: Mapping to Invoices
A
AJ Aiello
Is it possible to allow approved, live budgets to map to Quickbooks using the integration? Right now we have to manually create invoices when a project gets green-lit, which seems kind of silly since we already entered all these numbers into our Saturation budgets. Ideally, we can map multiple items on the top sheet to specific QBO products & services to combine them into a tidier invoice.
C
Chris Sanders
yeah a button that creates a project in quickbooks with the same name, and then creates an invoice using the budget would be a real time saver.
Also, a project status selection, so you could easily show if a budget/project was a quote, approved, or in reconciliation
We currently use the emojis for this (fire being active, briefcase for reconciliation) but having a status selection would be ideal. Like if once a budget was made it active or approved, it would create the quickbooks project and then unlock a "generate invoice" button.