As an accountant who imports data to QuickBooks, I'd like some changes to the output of the data in the exports, as it relates to 'Refunds' transactions created from within the Payments & Adjustments page of a case. These changes will make managing the data in QuickBooks less taxing.
When a 'Refunds' transaction is created, populate the 'NAME' column of the QuickBooks file with the full name of the 'Recipient' as seen on Mockup 1 and Mockup 2.
Populate the 'DOCNUM' column of the QuickBooks export with the data found in the 'Check#' field in the 'Refunds' transaction, as seen in Mockup 3 and Mockup 4.
This applies to both General Journal and Invoice-Style export types