Customers and Contacts List
- New - ‘My Inactive Customers and Contacts’ filter view. (QuickBooks Desktop and QuickBooks Online)
- New - ‘My Customers and Contacts with a Balance greater than 0’ filter view. (QuickBooks Desktop and QuickBooks Online)
- New - ‘Shared Inactive Customers and Contacts’ filter view. (QuickBooks Desktop and QuickBooks Online)
- New - ‘Shared Customers and Contacts with a Balance greater than 0’ filter view. (QuickBooks Desktop and QuickBooks Online)
- New - column added for ‘Balance’ field. This field displays the current balance from QuickBooks since the last sync. The balance will only show for the main contact for the customer. (QuickBooks Desktop and QuickBooks Online)
Leads and Contacts List
- New - ‘My Inactive Leads and Contacts’ filter view. (QuickBooks Desktop and QuickBooks Online)
- New - ‘My Leads and Contacts with Lead Status = Open’ filter view. (QuickBooks Desktop and QuickBooks Online)
- New - ‘Shared Inactive Leads and Contacts’ filter view. (QuickBooks Desktop and QuickBooks Online)
- New - ‘Shared Leads and Contacts with Lead Status = Open’ filter view. (QuickBooks Desktop and QuickBooks Online)
- New - column added for “Lead Source” field. This field can be modified from the New Lead or Edit Lead screen and is associated with the main contact for the lead. (QuickBooks Desktop and QuickBooks Online)
Cheers,
Danny 