juanpagg15
Level 1
‎February 10, 2021 04:14 AM

include client id on client details

adding the client id is a must, especially for mid size business,  adding only the name is incorrect, what if there were 2 customers with the same name, how do you distinguish one from another, this is a must especially when importing clients and transactions, but not adding it as a personalized field on invoices but part of the main attributes when creating a client. these field wouldn´t be mandatory, and optional to add on invoices but part of the program

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RCV
QuickBooks Team
QuickBooks Team
‎February 10, 2021 05:55 AM

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