Feature Requests

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.

Keeper...in the dark.

QBO often auto-numbers JEs based on the last one entered, despite the settings. If multiple apps push JEs into QBO, sometimes several are incorrectly named/numbered (i.e. ADP Run entries often get named with an A2X entries name format. ) If we could view and edit all JE's for the month in a report in Transaction Review, it would save tons of time! You would not have to open each JE, rename and resave. And it would be easier to catch the mis-numbering/naming.

Instead of being forced to use Keeper file system, would be nice if we could directly integrate into our Dropbox files or something similar. At least major filing systems.

Right now, if I update a single client property, it saves and updates the entire program, bringing me back to the main screen. I'd like to be able to update a batch of properties and then save the batch. I'm trying to do updates now and it's taking me freaking forever.

A program certifying you know how to use Keeper :)

Please allow for wrap text in the home screen title line so I can see the whole title without having crazy widths for tickboxes

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

A parent company (close), with sub companies (closes) - you can do one close for all of them (client communication all in one, tasks all in one, report all in one) or separate. This would eliminate a lot of time on my part! For instance, I have one bank account and I reconcile all at once - if I could just check it off from one close, and complete all of them at once, that'd help. Also, I use Joiin so I would just load the big report in the parent company.

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.