Feature Requests

My firm uses the Duplicate Vendor and Duplicate Customer reports often, and they work well. What would be even better (especially for clean-up clients) is a Duplicate Accounts report. So many companies have multiple accounts with similar names.

We need a way to deactivate old vendors who have not been used in a long time. Keeper can already identify vendors/customers with no transactions; it does this in the Duplicate Vendors/Customers Reports. Being able to disable all unused vendors/customers would be a significant help. It can also pull up all transactions for a specific Vendor/Customer, so it should be able to identify Vendors/Customers that have not had a transaction in the past 'X' years and disable them as well. It would be another selling point for maintaining clients' QuickBooks, which they would find 'awesome' and would require very little time on our part.

Support line item editing in deposit-type transactions.

QBO connected users have the ability to add a Keeper report to flag for class inconsistencies. Not sure why this wouldn't be something that we'd have available for Xero since Xero uses tracking categories in the same way that QBO uses classes. Being able to see inconsistencies in the chosen tracking category for a vendor or expense is super important and right now is not easy to accomplish within Keeper. We either have to make custom reports and hope everything gets caught or go line by line vendor by vendor in the P&L to see if things match up.

Option to choose products and services not just COA accounts. it will be especially helpful for those who use cost codes and need to fix those in transactions after the client responds to questionable.

Task under "Payee/Entity Review" option to view newly added Products/Services. Specifically- I'd like to be able to review the assigned income account. Clients randomly add new product/services ALL the time and map them to the wrong income accounts.

80% of the expenses my client pays are billable to a customer. I send questions to them so they can respond with the customer and associated service item. When assigning the uncategorized transactions, is it possible to choose from the product/service item list rather than assigning to a COGS account? I am having to assign to the COGS account that the product/service item maps to and then go into QBO and edit the transactions one by one

A new report for a list of all outstanding checks - to ask clients for each of these and whether they should be written off, resent, etc..

Profit and Loss by Customer in Reports so month end reporting is complete for those using projects feature.