Feature Requests

Once bank connections are made by the client, allow us to 'Dismiss' the mapping to QBO accounts to do at another time. Currently if we hit Cancel or equivalent, the bank feeds disconnect.

I have asked a few clients to connect their bank accounts, but since I can't customize the email, it's hard for me to explain why i'm having them do this. I'd love to explain what they are connecting to since many have already said "I already connected this in QBO

Just like the QBO bank feed, please add the feature to allow "Add attachment" in the bank feeds window.

Bank connection requests sent to the client portal are only viewable via desktop and mobile browsers. Bank connection requests are not accessible via the client portal mobile app.

Our firm is very happy with the direction this is heading but it could still use improvements. Please comment any suggestions below;