Have the project notes in QBO export to job description in ClockShark
Have the project notes in QuickBooks export into the job description in ClockShark.
When the project is created in QBO, technicians are unable to see the notes in ClockShark, would be great if these notes because the job description.
Hey everyone, just wanted to give a quick update on this idea.
When importing a QBO Customer or a QBO Project into ClockShark as a Job, we weren’t bringing over the notes as a Job Description. We have added this functionality for QBO Customers and sub customers. So if they are imported into ClockShark as Jobs, the notes will populate the job description field.
Unfortunately, this was not able to be done with QBO Projects, however. The QBO API didn’t allow us anyway to add that functionality. So as of now this is something we cannot add. I will let you know if this changes in the future!