Sync QBO proposal layout with DT layout
A
Ashley Sharp
It would be amazing if you guys could get the QBO version of an imported proposal to match what the client sees on the DT version. I have to go in and doctor the QBO version every time before creating an invoice so it looks clean and presentable. Also allow us to map sales tax instead of defaulting to based on location (which isn't always applicable or accurate)
M
MeSha Prejean
Yes please sales tax import to QBO!!!!
A
Ashley Sharp
Here's one example of how the estimate looks once imported. Very messy, unorganized and confusing and it's time consuming to fix prior to creating invoice