One click quickbooks
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Lindsay G - ISN Product
Merged in a post:
Streamline QuickBooks Entry
Trey McClure
Why do I have to click each inspection 5 times to add it to Quick Books?
Add contact - Create - Confirm - Plus to add inspection - Confirm
This is painful..
Ideally I would be able to select a batch and you would loop through them, add the contact if it's not there and push the inspection. But if that's too much to ask...
Perhaps instead of displaying a modal dialog that I have to click an x on, show a message inline next to the contact that it's been added so I can just click on the next one. Same with adding the inspection. two less clicks
Or at least change the modal so that when I click off it (on the page for the next inspection/action) it automatically disappears.
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Lindsay G - ISN Product
Merged in a post:
one click quickboks link
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Jon Levy
Right now there are several steps, per inspection, to send clients, invoices and payments to quick books. it would be nice if there was a batch button that would update all in quickbooks or at least the ones selected prior. Right now it takes up to 30 min per month and it would be nice if it was an easy 2 min.
ISN Product Management
Thank you for posting, Trey McClure! I have a few more questions for you:
- Can you please describe the current steps you take to send clients, invoices, and payments to QuickBooks?
- What specific information do you want to be included in the one-click QuickBooks feature?
- Are there any specific scenarios where you would not want the one-click QuickBooks feature to be used?
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Trey McClure
ISN Product Management There are at least 2 support requests that are the same as this...
https://isn.canny.io/feedback/p/streamline-quickbooks-entry
https://isn.canny.io/feedback/p/one-click-quickboks-link
The problem is that right now in order to add a batch of inspections to QBO it can take hours. User has to go to the page for QBO, click on the client icon, click to confirm, click the modal to close it. Then you have to click on the plus icon to add the invoice and then click to confirm. This takes about 20-30 seconds to do. Then you have to repeat this for every inspection. Imagine having to do this for 100 inspections.
The way it should happen ideally is automatically in the background as soon as a payment is added. However, at a minimum a button on the page that is "process all" which would loop through the unprocessed inspections and perform the add of the client and invoice silently. Meaning there would be no modal popups to confirm. And it would do this for a whole batch, not having to click a button for each one.
There are possibly some differences in the process if a client already exists. For me, every time I'm going to select use the existing client. But perhaps someone would want to have those inspections displayed in a modal stating: these N clients already exist would you like to create a new one or use the existing? And perhaps they take action on each one individually.
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Trey McClure
ISN Product Management Does that make it clear?
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Trey McClure
ISN Product Management still wondering if you've received and understand this?
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Lindsay G - ISN Product
Trey McClure: Hi Trey, sorry for not confirming that we saw this request and your response to the questions. Thanks!
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Trey McClure
Does anyone review these? Absolutely terrible.
AZ
Trey McClure: Hey Trey, AZ here, got this and working it.
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Trey McClure
Why are we in 2024 and this hasn't been done? Frustrates me every single time.
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aanderson
Yes!!!!
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sdensmore
Amazing sugesstion
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Rick Mayuk
Great suggestion!!!