ddeveaux
Level 3

Other questions

I have a Finance degree with an Accounting minor and an MBA. I started a small software company almost 20 years ago. The absolute WORST financial decision I've ever made in my life was to switch from Quickbooks Desktop to Online in ~2016. I assumed someone understood what the "V" in MVP (Minimum Viable Product) was. Nope.

It's like the 2 groups have a firewall and operate completely independently of each other. "Hey Bill, be sure not to tell Online what Desktop just decided ok?"

I could write a (sad) book on how much this made a mess for me...initially because QBO wasn't anywhere near being able to import to TurboTax...like Desktop could. That created more chaos for me than the OJ Bronco chase did for LA freeways. (He died a few days before this post).

NOW, what seems like a super simple request from our customer, and one I didn't realize wasn't on the invoice until reviewing, to include the hours subtotals on our invoices to them has turned into an hour plus review realizing that I CANT actually do this in QBO!!

So should I create the invoice, export to Excel template that includes the subtotal and then use something like Zapier to auto send this Excel sheet to our customer? Yeah, that sounds like a good workaround for an incredibly SIMPLE feature that ALREADY EXISTED and should be OBVIOUS to a 3rd grade math student?!?!