Kirk Chisholm, I see you guys have done more work on the QBO integration, but I am still hoping for a simplified push of a proposal to Quickbooks Online. Specifically, when pushing the proposal to QBO, I'd like an option to only push 4 total line items: Labor, Tax Exempt Labor, Parts, Tax Exempt Parts. For those of us that hide individual item and labor prices, this would be great.

Johnny Davy: Hi, Johnny, did you see that we already have an option to consolidate all the line items on the QBO Estimate to a single Parts and single Labor line?

Kirk Chisholm, I've tested this and there are two issues:

1) After setting the QBO Estimate Push settings to "Consolidate line items...", when pushing to QBO, Portal still makes me go through the process of adding/matching every line item from Portal to QBO. This is time consuming for large proposals. Is there no way to bypass this?

2) There needs to be 4 consolidated line items: Labor, Tax Exempt Labor, Parts, Tax Exempt Parts. Currently if there are tax exempt items on the proposal, the QBO estimate sales tax total ends up being incorrect, because it incorrectly adds tax to the lumped parts and labor lines.

Johnny Davy Hi, Johnny. Good to see you at Cedia. We've planned this out and added it to the roadmap. We're going to try and get it done this month but you may not see it until October.