<< 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. |
Untransfer Button | Adds a new button to bank feeds; “Untransfer” batches all the existing transactions displayed in the bank feeds current page to CATEGORIZE instead of transfer (with exception of paired transactions) |
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. |
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