Rich Strait
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Rich Strait commented, 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, @ 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, 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, @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, @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, CompletedTasks not linked when Merging Organizations - normal? Work around?
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 commented, 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, I agree with @Kelly Newman's comment. Not a fan of the "New UI". This "feature" is wreaking havoc for me and my team. By only showing "recent" lists they are missing important info that falls outsi...
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Rich Strait commented, I have the same issue since switching my team to the new UI. Our custom Insightly URL no longer works, it redirects to the new login screen. It's not a cache issue, and all my company users are aff...
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Rich Strait commented, Agree that Sales Receipts are ubiquitous among QuickBooks users and that the so called QuickBooks integration is pointless without it.
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