QuickBooks Desktop Contact Search Behavior in QuoteWerks
C
Clint Dricken
started a topic
about 1 month ago
We recently connected our QuickBooks Desktop system to our QuoteWerks Desktop installation.
When using the "Sold To" lookup in QuoteWerks, we would like the ability to search using just the Job Number, which is included in the Job Name/Description field in QuickBooks.
Currently, per support, the lookup search is set to a "begins with" behavior rather than a "contains" search.
Because of this, we are required to either:
1. Copy and paste the full Customer:Job string from QuickBooks, or
2. Manually scroll through long client lists.
This becomes especially challenging because many of our client names are lengthy, and several clients have 20+ active or historical Jobs.
A "contains" search would allow us to simply enter the unique Job Number — which would significantly speed up lookup and reduce errors when linking records between QuoteWerks and QuickBooks.
We understand this behavior is currently hard-coded, but we would like to request consideration for adding a "contains" search option for QuickBooks Desktop lookups in a future release.
Clint Dricken
We recently connected our QuickBooks Desktop system to our QuoteWerks Desktop installation.
When using the "Sold To" lookup in QuoteWerks, we would like the ability to search using just the Job Number, which is included in the Job Name/Description field in QuickBooks.
Currently, per support, the lookup search is set to a "begins with" behavior rather than a "contains" search.
Because of this, we are required to either:
1. Copy and paste the full Customer:Job string from QuickBooks, or
2. Manually scroll through long client lists.
This becomes especially challenging because many of our client names are lengthy, and several clients have 20+ active or historical Jobs.
A "contains" search would allow us to simply enter the unique Job Number — which would significantly speed up lookup and reduce errors when linking records between QuoteWerks and QuickBooks.
We understand this behavior is currently hard-coded, but we would like to request consideration for adding a "contains" search option for QuickBooks Desktop lookups in a future release.
Thank you for considering this request!