Upload CSVs of Transactions (non-QBO clients) | Feature Requests

Upload CSVs of Transactions (non-QBO clients)

Theresa Krantz

I would really love to be able to upload a CSV file of transactions from QBDT (could work great for other, non-supported software integrations too) so I can request information from clients on specific transactions (such as uncat)

June 23, 2022

Marc Young

I've got a mix of clients who use QBO and others who use niche softwares that don't integrate. This CSV upload option would let me use Keeper for all clients, not just those on QBO, much more efficiently than having to upload questions 1-by-1. Any chance this is on the horizon? Even if it costs for a non-integrated subscription its worth it.

Shelly Phillips

Yes this is a great work around as many are looking at alternative accounting programs but still want to use Keeper!

Ben Day

Doubling down on this - any sort of bulk upload of client questions would be a great way to bridge the gap between Keeper and currently unsupported integrations. I'm using a very niche bookkeeping software for trust accounting in conjunction with QBO for the management side of a Property Management business and asking our Trust related questions makes me very sad.