MHelpdesk can import the following items from QuickBooks: Customers & Contacts Customers Types Customers Terms Job Types Products & Services Sales Taxes Important: The import should only be run once. In the future, You will use the MHelpdesk-To-QuickBooks export tool to keep your data synced. To perform the initial import: Browse to Settings > QuickBooks […]
Customer Logins
As an option, you can give customers access to MHelpdesk. Customers can login to perform the following tasks: Submit a service request online. Check the status of their service request. View their service history To give a customer a login: Open the Customer Details page for any customer. Click on the Contacts tab. Click on […]
