Stop automatically importing the bank account and routing numbers of open QBO client.
If I have one client open in QBO and another client calls to request payment of an invoice that has been emailed to me from a vendor using QB payments the invoice imports the first client's bank information. This happened once and I paid the invoice with the wrong client's bank account.
If you don't change that, at least create a better way to either retrieve the erroneous payment or adjust it in QBO without creating a new customer or new sale.
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Bookkeeper
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