JamieCJ
Level 1

Account management

Agree! I would like to see this same thing. I've contacted QBO and they said this is not something that is currently available. I am not sure why....It is important to be able to see financial information, along with customer information. Unfortunately, there is nothing that allows for that in QBO right now. The only solution they had was to export two different reports and manually merge the information... Not a very good solution in my book!