Consolidating Reporting for Client's with Multiple QBO Accounts
C
Carrie Yowell
I have a client who manages four separate QuickBooks Online (QBO) accounts. It is common for some business owners to operate multiple businesses, each with its own QBO account. For clients in this situation, it would be extremely beneficial if Keeper could provide a way to bundle their financial reports into a single delivery mechanism.
Currently, my client has to access four different portals to download their respective reports, which can be time-consuming and inefficient. My suggestion is to introduce a feature that allows bundling these reports into a single delivery link while still keeping them separate and labeled with the appropriate QuickBooks Account/Business Name (i.e., they would still receive four separate reports, but would be able to access them in one action).
This enhancement would streamline the report retrieval process for clients and improve their overall experience with QuickBooks Online.