QuickBooks Integration and Retainers
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Has anyone struggled through this who can outline your workflow? I'm pulling out my hair - once I get things matched up and account balances and trust liabilities straight in QB, I send another invoice involving a retainer and it all goes to hell in a hand basket. I've learned not to "sync" the invoice but only to send it to QB but it still isn't working properly. And if anyone has a book-keeper who knows both AppColl and QB I could use a referral.