Service Dates for Invoices Exported to QuickBooks Online
When I generate an invoice in Atera and export it to QuickBooks Online, the Service Date column lists the date the invoice was generated and exported. This is a problem for me because I bill at the end of the month. For services rendered to a client in July, I'll generate and export that invoice in the first few days of August, and on the exported invoice all of the service dates are for August even though the invoice is for services rendered in July. This is unnecessarily confusing to my clients. Right now I have to manually change the date for all invoices exported to QBO to reflect the first date of the billing period instead of the date the invoice was generated and exported - it shouldn't be this way.
Please make it so the service dates are the first day of the billing period.
David Yoder
shared this idea
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Trent Caskey
commented
When I generate an invoice in Atera and export it to QuickBooks Online, the Service Date column lists the date the invoice was generated and exported. This is a problem for me because my customers would like to be able to see the line items with the service date being the date a time entry was created. Right now all service dates show the date the invoice was exported.
Please have a feature where line items can be listed by time entry date that time entries were created rather than the date the invoice was exported.