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📝 Feature Requests

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Voters 3

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⚡️ by Upvoty

3

Retainers > Sync Retainers to QuickBooks Online

  • Live
C
 Cole Mackin

Ex. quickbooks.intuit.com/learn-support/en-us/help-article/service-items/record-retainer-deposit/L6B5RsY6l_US_en_US

  • 27-05-2022 -
A

Activity Newest / Oldest

M

Meg OBrien

Hi would like to map retainers to a liability account and then have the deductions from the retainer sync'd to reduce the balance in Quickbooks. Seems like it's mapped to a revenue account

L

Lanna Ali-Hassan

This one is essential and still doesn't seem to be working properly. We now seem to be having an issue with DF not attaching the client name to the PO's so we are having to manually search for them in QB so we can sync them

L

Lanna Ali-Hassan

The client name synching seems to be fixed but the retainers should be synching to a QB liability account and then once money is earned it should convert to invoice and count as income. It doesn't currently synch this way

C

Cole Mackin

Status changed to: Live