Allow us to disconnect a client's connection to QBO/Xero without writing in to support each time
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Michele Martinek
I know we can archive accounts now and that's fantastic for some clients, but there are also times where we don't want to archive because we need to still be able to communicate with the client but no longer need the connected piece of the portal.
I've had several requests for disconnection that have gotten stuck by the AI bot and never actually made it to support. Which I didn't realize until I went into the client account. The support team is amazing and they took care of it so quickly once my request actually made it to them but it could've been taken care of so much faster if we could just do it ourselves!
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Cindy Lohman
Comment to hopefully boost this - I have a few clients who are moving away from QB. However, I still want to track them along with all of my other connected AND unconnected clients. Currently the only way to do this is to archive the client (to get QB to disconnect) and then recreate the client and all of the tasks. A lot of work for something that feels like it should be a simple "switch" within Keeper to disconnect the accounting software.
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Elaine Sims
Please work on this. If we disconnect the keeper app from the QBO or Xero account side, it should automatically end the billing.
I have clients that I only work on periodically, so if I use the 'archive' function, I lose all the scheduled tasks, and that is a big problem.