Work order scheduling or CRM sync

Thanks for taking the time to post your concerns about syncing data from the CRM app to QuickBooks Online, dadshandymancos. 

At the moment, the ability to schedule work orders is currently not available within QuickBooks Online itself. This functionality resides within the CRM application you have integrated.

I'd like to ask what issues you're getting when syncing data from the CRM app. Knowing the exact nature of the situation would help us identify possible workarounds or provide recommendations. 

In the meantime, I would recommend reaching out to the CRM's support team. They can review the integration settings to identify if there are adjustments that could minimize or potentially resolve the syncing issues.

QuickBooks has also partnered with multiple CRM apps. You'll want to consider or explore other CRM apps that can offer better features. Just go to the Apps menu and proceed to the Find Apps tab.

Allow me to share additional resources related to managing third-party app integrations within QuickBooks Online: 

• Transfer App Ownership Or Disconnect Apps 
• Disconnect An App And Change Subscription 

Please feel free to let me know if you need any other assistance related to third-party app connections within QuickBooks Online, dadshandymancos. We're always here to share guidance and lend a hand, whether it's getting new integrations set up or troubleshooting existing ones.

Thank you for your reply. The CRM integration is working correctly, just has limitations. I have to manually re-categorize tips from services to tips so they go to the correct account. I have to manually ensure the sales tax rate is correct for the customer’s address and not mine. I have to manually match sales and enter merchant service fees because (hypothetical numbers) if a customer pays $100 through my CRM, Square takes their cut, so only $90 shows up. That’s a lot of manual work and opportunities for error. I refuse to believe “this is the way it is”.