We do have quotes/invoicing on our CRM that I haven't activated yet. I'm trying to avoid middleware integration to QB. It's way easier for me to create an integ...
We do have a CRM where we run most of our stuff. If our sales rep can create estimates in QB and then our billing department converts them into invoices they'll...
Thank you for the fast response, Catherine. Your articles help and I'm familiar with them but they do not help any of me or QB users.We are on QB Advanced.Let m...
Make sure you spell the sales rep name exactly the same way every time, even if you add space in the end it's not going to be on the report one you filtered. Yo...
