Enhancement Description: We've introduced the ability to toggle consolidated sync on and off, providing users with greater flexibility in how data is synced to QuickBooks. This feature addresses the common request to collapse all line items into one, particularly useful for users like ServiceMaster, whose job costing reports have become overwhelmingly detailed due to the extensive data extraction.
Under Admin > Bill Settings, users can now independently toggle consolidated sync for bills and receipts. When enabled, the system will group line items with the same accounting configuration (Product/Services, Customer/Project, Class, Billable) and sync them to QuickBooks as a single line item. If there is only one item in a group, the description remains unchanged. For multiple items, the description changes to "Vendor Name | Invoice Number," facilitating easy reference on both MakersHub and QuickBooks.
This enhancement not only simplifies bookkeeping for users unaccustomed to handling large amounts of data in QuickBooks but also enhances user retention by making the comprehensive data insights exclusively accessible through MakersHub.
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