Invoices generated from DTools don't link to estimates created in QB.
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Jennilynn Hawkins
We'd like to push more invoices directly from DTools, but since they don't link up to the estimates created in Quckbooks we have to then going into QB and create invoices them and delete them in order to see the history correctly attached to the estimate. This is critical in progress billing. Also when payments are collected and pushed from DTools to QB they create an entirely new invoice that just says payment, prompting us to have to delete yet another invoice since AR/AP takes place in our accounting system.
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Jason Jobe
This billing infrastructure is key to the success of companies in this industry. Really putting focus here is critical to the business modules you are promoting.
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Tony Perrone
Interesting. I’m new to the QBO integration. You unable to send progress invoices from Dtools? Good call out! Hopefully they fix this.