Similar request-We have a client that is building multiple homes and we have hundreds of transactions per month that we need the client to classify into class/Job. We tried sending them in Keeper and the client tried for two months and finally asked that we go back to excel. The process is taking her too long to do each transaction one at a time. We need a bulk editing option, something that looks like excel or at least allow us to export to excel or csv and import the responses into Keeper.

Please give them a dropdown to select Customer/Project!

I don't want them to have access to the full COA. They don't understand it - it's overwhelming. A curated list that I create would be fantastic.

This would be helpful

Class choices would help me I like them just typing a description. I don’t prefer they choose from a list unless I create it.

Maybe Keeper can give us the option of what the dropdown includes? Full CoA, just PL accounts for others, then other the options to select only particular CoA accounts to select from. But then it would be nice if others could enter specific non CoA options. IE: instead of seeing CoA accounts which aren't always named what I want the client to worry about, to instead just say "Meal with Team" or "Meal with Vendor" etc. And then to have the option to click a button to add that selection to the memo/description of the QBO transaction for future reference of what the client chose.

I would this feature!!

Allowing the client to choose the categorization account from a dropdown, but WE still approve and push that change through to the actual accounting software, just like the app Uncat does it.

Allowing the client to choose the categorization account from a dropdown, but WE still approve and push that change through to the actual accounting software

I agree that letting them choose the Class would be amazing, but not the account. Too many possible errors!