One Way Sync with QBO or Ability to choose which customers to sync over

1 votes

Your sync with QBO does not really work for my business. We're a financial service firm that has a large amount amount of recurring clients, which is what I love using invoiced for. I can send invoices out to clients, tell them that funds will be automatically debited on a certain date and not have to worry about collections.

However, we also have a decent amount of one-time tax clients that I don't need to sync data over for. These clients are easily invoiced via QBO and don't need to be setup for recurring billing.

I would love to be able to choose what clients I sync over from QBO. This would ensure that 500 additional clients don't get synced over, which I would be charged incrementally on for having their data (invoices, payments, etc) synced over to your software, even though we don't use you for payment processing.

Hopefully, this is a feature that can be added in the future. If you need further clarification, please feel free to reach out.

Thanks

Under consideration Suggested by: Michael Upvoted: 05 Jun, '20 Comments: 0

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