<< Settings: Accountant PRO | Settings: Batch PRO >>
| Collapse/Expand Grouped Columns Button | Adds a “Close/Open Groups” link that allows you to collapse and expand groups whenever the Turn on Groupings option is turned on inside Bank Feeds (Transactions) screen. |
| Auto-Update Bank Feeds | Automatically triggers an Update to bank feeds when entering that screen for the first time in that logged in session. Also CTRL SHIFT B triggers an update |
| Automatic Extended Matching Date Range | When looking for additional matches from the the bank feed – RT will set the date range to 12 months before and 3 months after the transaction – as opposed to the default date range of 3 months in QBO. |
| Quick Create Vendors | Allows you to quickly create new Vendors from the Bank Feed. Simply highlight text inside the bank memo textbox and a button will come up to auto add the vendor to this file |
| Copy Bank Text to Memo in Bank Transactions | Highlights the bank text and makes it clickable inside transactions if the memo doesn’t match. Clicking the text will replace the memo with the bank text. the sub-option fixes an issue that sometimes occurs with QBO’s default ‘Copy To Bank Memo’ feature. |
| Batch Transaction Net Indicator | Shows the net balance of money in and out when selecting multiple transactions in the bank feed. |
| Display Text Under Bank Feed Cards | Adds text underneath the cards in the bank feed if you have an account with (parenthesis) in it. e.g. Custom Account (1990) would put 1990 in red text under the account. Keyword: Bank Cards |
| Larger Account/Memo Boxes | Doubles the width of accounts in Bank Feeds Screen and also makes the Memo box expandable so you can read the long and multi-line memo boxes that come from the bank sometimes |
| Clean Category Names | Automatically cleans up the names of categories inside of the bank feed. Ex. 1234 Travel Expenses: Meals would become 1234 Meals. |
| Sticky Table Headers | Table header will stay at the top of the table as you scroll up and down for Bank Feed and Bank Register pages. |
| Bank Feed Color Assistance | Color codes: Rules, Pairings, and Matches – so that you can more easily distinguish them. |
| Improved Rule Creation Workflow | Enables multiple options that allow you to prevent rules from being saved under certain conditions and auto-edit rules to fix defaults from QBO. |
Jump to Settings page:
Accessibility
QBO User Experience
Tab Management
Error Prevention
Classic Reports
Accountant PRO
Bank Automation PRO
Batch PRO
Register PRO
Reconcile PRO
Deposit PRO
AI PRO (Beta)
Experimental PRO
Help