Fully replace QBO Books Review
A
Andrew Manning
There are a few things I still use QBO Books Review for when reviewing financials and it would be nice if I could do it all in Keeper. Here are the main ones:
1) Show if there are any unmatched/added bank transactions
2) Report showing the undeposited funds
3) Report showing the unapplied payments
4) Date of when the account was reconciled through and not just the last reconciled transaction.
5) A true list of actual unreconciled transactions. The current filter option is not reliable.
6) The ability to Close the Books from Keeper would keep me out of QBO all together.
S
Sheila Watts
I second all of this, especially #1 and #4
D
Dani Mac
I would love for those tasks to be marked as Done on the QBO side, when we mark tasks done on the Keeper side. I love all the green check marks, but have to manually go in and mark everything as done or waiting. Would love it if Keeper did it for us.
C
Catherine Pabon
What are you using in Books Review to see unmatched/added bank transactions? Thanks!
K
Kristin Durkin
I would like #4 in the list above. Column with Date reconciled through, not last reconciled transaction. I also still have to use QBO Books Review to review this item monthly on my clients.