Use QuickBooks for Service Definitions
I have all of my services configured in QuickBooks Online. When I setup a new contract I select one of the services that exist in QuickBooks. On the QuickBooks Online side of things, I have specified service descriptions that match what is listed on my client contract (the one the client signs, not Atera's concept of a contract). The problem is that when I generate an invoice from Atera and export that to QBO, the service description is overwritten and lists only the service name. So now I have 2 columns on the invoice that both have identical data and I have to manually edit each line item to restore the custom service descriptions. Please have Atera use the QBO service descriptions for invoices that are exported to QBO.
David Yoder
shared this idea
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Brett Shreffler
commented
We include the following information in the Description of all billable labor items.
- Ticket Number
- Date ticket resolved
- Summary description of the work performedWould actually make QBO integration usable if...
1. Atera DIDN'T overwrite the QBO description field I setup with the service name.
and/or
2. Atera had the ability to enter the my own desciption when creating the Atera invoice.
and/or
3. Atera automaticlly entered the ticket # and resolution/closed date to the description field.
and/or
4. Atera provided the ability to create a ticket summery field in tickets and then provided an option to have that summary field inluded in the invoive service description.
That for me would be the singe most impotant, time saving feature Atera could provide.