- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Manage customers and income
I agree as well. Im replying to keep this thread alive hopefully. Recently started using QBO. I specifcally came here looking for this because we have multiple sales rep and running a simple customer report with a custom field like sales rep would be ideal and it seemed pretty basic to me. I came from using Salesforce and SAGE and this is very basic. Typically you pay more for automation features, reports, more modules. But when it comes to CRM data and being able to add custom fields, that has become standard since like 2010!
Im also seeing that even the basic Desktop version has alot of features missing from QBO like the ability to customize statements. There is also bugs still in QBO like for example: Customer Statements still showing a tax line. What if you in an industry that doesn't deal with sales tax?
Ive used the feedback section, I surely hope its being used by intuit because this thread is old, seems like a feature that should of been added and its now going on 2022 and still no feature for the lower tier QBO options!