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When I need to refund some of a retainer that has been booked as a trust payment in TimeSolve, the Sync function shows that refund as a credit disbursement in my QBO IOLTA account. However, when I try to issue a refund check from QBO, it doublebooks the disbursement. My only option is to delete the TimeSolv sync and remember never to sync that day again--an unacceptable work-around.
How often would you use this request?
About quarterly |