Skip to content
← Join our feedback community

Is there something we can improve or add?

Join our feedback community: Improve an existing feature

Categories

QBO Integration - Show Active Projects Only

Dext currently shows all QBO Projects regardless of status.

There are 4 possible QBO project statuses:
- not started
- in progress
- completed
- cancelled

Please show only not started and in progress Projects.

There is no way to customize this selection on Dext right now and it is clunky to have to see all historical Projects from the selection list, not to mention increased risk of error for user submissions.

3 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Phoebe Chew shared this idea  ·   ·  Report…  ·  Admin →

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Optimum Rope Access Solutions Inc commented  ·   ·  Report

    I would like to remove projects that are complete in our QB system or hide them so they do not have run through a whole list every time they are uploading a receipt.

  • Luke Miller commented  ·   ·  Report

    When I have an expense, I do not want the system to give me the option to post to a project that was marked 'completed' in quickbooks.
    Example: I did a project named Anderson 2 years ago. Now I have a new 'Anderson' job, and Dext is still allowing me to post the the Anderson job that was completed 2 years ago.
    Solution: Only show 'In Progress' projects.