Uncategorized transactions feature separate from Month End Close / QBO integration
R
Rob Naples
A simple, stripped down feature that shows up in that empty transactions window taking up space on the client dashboard that connects to QBO and shows uncategorized expenses and income and can be turned into a task for client would be a tremendous value.
Month End Close is not necessary for smaller clients who paying for minimal service and get no value from a feature this robust.
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C
Casey Galanti
I would love the ability to upload a csv and have a light version of the Recats feature for non-QBO clients