That's a great suggestion, Anne. These insights from our users are beneficial for improving our products. Let me guide you in sending this request to our Product Developers.
First off, while we currently don't offer direct linking between Invoices/Sales Receipts and Customer/Supplier accounts, we understand this would be a valuable feature to streamline your workflow. I suggest sharing your recommendations about this functionality so they can consider adding this feature and enhancing user experience. Here's how to send one:
- Click the Gear icon and select Feedback under the PROFILE section.
- Enter your comments or product suggestions in the designated box.
- Hit Next to submit.
Additionally, I'll add these resources to help you manage your supplier transactions and send statements to show customers summaries of their invoices:
We look forward to incorporating your insights into our ongoing efforts to enhance our products. If you have questions about managing invoices or sales receipts in QuickBooks Online, post a reply below. We'll be around to assist.
