Rich Strait

Member since May 12, 2016 17:09
Total activity 98
Last activity May 09, 2019 23:21

Activity overview
Posts (4)
Comments (22)

Rich Strait commented, May 09, 2019 23:21
Hey Alejandro, Thanks for jumping in with the quick response.... basically the QBO account became disconnected from Insightly. I resolved it by re-authorizing, at the time of my note it had not wor...
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Rich Strait commented, May 09, 2019 15:02
@ Ed B. re "View information from the accounting program in Insightly", is an erroneous statement... the financial data is wrong & useless if a QBO user is using Sales Receipts, a common practice f...
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Rich Strait commented, August 14, 2018 21:41
I second your suggestion. I use Activity Sets for my entire Lead > Opportunity > Project workflow. Often, we close these early but then need to manually go back and identify all the remaining assoc...
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Rich Strait commented, August 14, 2018 21:34
Yes Alejando, I have an open support ticket that is now over a month old without resolution, and am dismayed to see I am not alone in having this problem. Besides the OP Robert and Angie here, I no...
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Rich Strait commented, August 13, 2018 16:43
@Robert Loftis - We too have been experiencing this issue. In our case it happens with reoccurring Tasks, we mark it complete and it then creates multiple (2 to 6 duplicates) of the next Task. I fi...
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Rich Strait commented, July 12, 2018 16:53
@Fikile, Was this the problem or are you still getting duplicates? I ask because our team has a similar issue... any time we have a reoccurring task marked as complete, it now creates two new tasks...
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Rich Strait created a post, April 10, 2018 21:57
Completed

Tasks not linked when Merging Organizations - normal? Work around?
1. Community
2. Troubleshooting & Tips: CRM
Today I merged two duplicate organizations - the "Master" record had all the linked Contacts, Projects, Opportunities, but the duplicate record (auto created from an email) had all of the Tasks / A...
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Rich Strait created a post, March 30, 2018 18:24
QuickBooks integration including Sales Recipts
1. Community
2. Ideas & Suggestions
The current integration only shows Invoices from QuickBooks Online. Since most of our clients are billed via ACH we create Sales Receipts not invoices. This means the financial picture I have in In...
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- 3 votes
Rich Strait commented, March 30, 2018 18:19
Ditto! Without Sales Receipts this integration has very limited usefulness for me. Most of our clients are billed via ACH using Sales Receipts so financial visibility within Insightly is pretty use...
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Rich Strait commented, March 30, 2018 18:15
We use TSheets to track billable client time which integrates directly with our QuickBooks accounting platform.
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