Can you apply a default class to a customer in QBO so that all sales forms automatically populate with the correct class for that customer eg Retail or Wholesale?
Can you apply a default class to a customer in QBO so that all sales forms automatically populate with the correct class for that customer eg Retail or Wholesale?
Can you apply a default class to a customer in QBO so that all sales forms automatically populate with the correct class for that customer eg Retail or Wholesale?
Hi BJ75, thank you for reaching out on this. Understand what you are trying to achieve and I can totally see how it can be useful, but at the moment, QBO doesn't support said function. I would like to encourage to submit an in-product feedback so we can continue on improving our product for you. Here is how:
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
