When a Portal invoice sync's to QBO it would be great to have the Invoice Name in the memo (hidden) field.
Created by Ethan Hunt
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L
Lucia Luschek
Here are some pictures to reference what we're seeing. Currently Portal is exporting a edit log of the invoice to that memo area, which isn't helpful to us on the transaction summary for the client. We'd love for the Invoice Name be exported to the hidden memo field instead. it's not something the client sees, but it is helpful to us on the transaction log to see a brief history of our visits to the client's home.
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