Send ticket description to QBO invoice?

[ak47uk]

Hi, I was wondering what people were doing to have their ticket descriptions copied to Quickbooks invoices? I know the ticket ID is on each charge line but a customer has asked for a description to be on the invoice too.

I thought, if the API allowed for it, the Description field could be copied to the Invoice comments field in Quickbooks. I'm not sure what would happen in the event of multiple ticket IDs on one invoice, perhaps copy several descriptions to the comments box?

Any ideas appreciated, automated preferably. The other option was to add the description to the charge description lines in Commit but this could get messy.

Thanks

[Support Team]

Thank you for asking. You can have RangerMSP push the Ticket Description (and optionally Resolution) to the Invoice in QuickBooks! Please visit Tools > Options > QuickBooks tab, scroll down and look for the two checkboxes inside the 'Automatically Added Invoice Lines' box.

Hope this helps.

[ak47uk]

Perfect! Thank you :)