Feature Requests

Add support to add QBO practice books to Keeper without paying for them as a client.

Would love to be able to disconnect a client's accounting software from Keeper without having to archive the whole client, for those clients who are not on retainer bookkeeping but may have us on for non-monthly close tasks like payroll, sales tax, etc.

Year to last month added to the financial column options on the Client List

Pop-up windows don't close automatically when you save/update, and don't have an "x" to close them manually, you just have to click outside of them for it to close. It feels unclear and uncomfortable.

It would be extremely useful if we could use Keeper as our own searchable database to ask questions about SOP’s or client specific pertinent information (within each client to eliminate hallucinating and errors). I know there are separate apps to do this, but it would cut out duplicating it all.

Add support for Puzzle: https://puzzle.io/

I onboard my new employees with training videos, but i'd love to have a Demo Account that the employees could practice their Keeper skills in.

It would be nice if Keeper would work with QuickBooks Locations like it does with Classes.

For a couple of clients, I use the notes section for both internal instructions that I reference often and one time notes that I need to record, but don't often look at. It would be nice to "star" or "pin" notes.

During onboarding, when I have my client's attention, I would like to set up statements to import to Keeper from all bank and credit card accounts..especially credit cards. Currently some banks import statements at QBO, but credit cards usually do not have an option for a third party log in and getting clients to login and get statements for me is always a headache...I know it is a common bookkeeper headache.