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More detail/easier tax reporting
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goattechllc |
The tax report export does not have dates on the lines. Also, if you filter by date, it doesn't actually do date, because for example, alphabetically 1/1/2025 is next after 1/1/2024, not 2/1/2024.
Also, only exporting 100 lines per export is not enough. Should be able to filter by date/year and download all from that period.
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gbattaglia
We recreate all invoices in quickbooks manually. Over 2 years of them saying the QuickBooks connector was coming and here we are. still doing it manually each month. But at least we can look up the taxes required and even filter it down to every client. The billing system on here is very lacking and most things you want to do you need to open tickets for. They have problems automating anything.