Mobile Invoice

• When a Customer is selected the Rep field is populated with the Sales Rep that is assigned to the Customer (QuickBooks Desktop)
• Set default grid filter to Shared Invoices for Today (QuickBooks Desktop and QuickBooks Online)

Mobile Estimate

• When a Customer is selected the Rep field is populated with the Sales Rep that is assigned to the Customer (QuickBooks Desktop)
• Set default grid filter to Shared Estimates for Today (QuickBooks Desktop and QuickBooks Online)