QuickBooks - Transactions List
Hi,
I reviewed https://support.insight.ly/hc/en-us/articles/204248560-Using-Quickbooks-Online-with-Insightly and could not find what I needed.
When I have customers linked in the QuickBooks tab, it doesn't show all of their transactions such as Sales Receipts. Is there a reason for this?
Thanks,
Roy
Comments
Hi Roy,
This is a site performance issue we’re still working with the team on a workaround for this issue, and will let you know as soon as we hear back from the Engineering team. Thanks so much for your patience.
Most ecommerce companies use sales receipts if the invoice was created by Woo or Big or Shopify, etc. QBO integration is useless for me without this feature. Any news on this?
Hi Eric,
We don't have any QBO integration improvements scheduled in the immediate future, but there are plans for improving the integration down the line.
As you know, the more votes a feature request receives the more visibility it has. I see that you've already voted for this feature request on our Ideas & Suggestions page, but we'll definitely be keeping an eye on it moving forward.
Thanks Dan. But please note, this isn't a major change. I think it was missed perhaps? The QBO integration is fantastic but most use Sales Receipts in some capacity when getting paid on the sale date. Isn't it a simple fix is why I ask?
Agree that Sales Receipts are ubiquitous among QuickBooks users and that the so called QuickBooks integration is pointless without it.
We could really use this integration. Without it the QB data in Insightly is misleading.
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