<< Settings: Bank Automation PRO | Settings: Register PRO >>
| Shift-Click In All Lists | Extends shift click functionality to the Reclassify, Receive Payments, Bank Feed Matching, Rules, and Deposit screens |
| Copy Excel to Journal | Gives users a “copy/paste” experience for bringing data from spreadsheets into a QBO Journal Entry |
| Bulk Delete From Vendor/Customer Details | Adds a batch action that allows you to delete transactions in bulk in the Vendor page. |
| Batch Delete In Register | A batching mechanism (with SHIFT CLICK capabilities) to select various transactions in the register and delete them quickly. |
| Batch Edit Transactions In Register | Allows you to batch change Date, Payee, Account, Memo, Class, Location, and/or Reconcile Status from inside the register. |
| Inventory Quantity Adjustment Enhancements | Creates a button inside of the ‘Inventory Adjustments’ screen to quickly add all products & a button to zero out the new qty for each of them. |
| Batch in Delete Search | Allows a user to batch multiple transaction types by using the ‘Search’ Screen |
| Find and Replace in Transaction | Creates a button that allows you to find and replace text inside of all descriptions and the memo of a transaction. |
| Batch Delete Recurring Transactions | Adds a button to the recurring transactions screen that allows you to delete recurring transactions in bulk. |
| Reallocate from Reports via Journal Entry | Allows you to choose Classes, Location, or Customer by creating a CSV Journal Entry Template. You can then import the Journal using RightTool’s Paste from Excel Feature (or QBO’s) |
| Batch Change Project Status | Adds a button that enables the user to change the status of all projects in the current page of projects. |
| Reallocate in Expense Pages | Allows you to reallocate amounts in expense page to other classes. Future versions will include Customer and Location. |
| Batch Change Products/Services Accounts | Adds a button to the product and services page that allows you to bulk edit the sales account or purchases account for products/services. You also have the ability to specify is you want to change the historical data for said accounts. |
| Change Sub Accounts | This toggle adds an option to batch turn Sub Accounts into Parent Accounts in the batch actions of the Chart Of Accounts. Also adds a button to turn accounts into Sub Accounts |
| Bulk Create In Register | Allows users to create single line transactions from inside the Register page in batch. Also has a button for a Batch Template to get a csv you can edit. |
| Copy Down & Copy Rows | Allows you to click on a value inside of transactions and copy them down to the end of the transaction. Also adds a button to quickly copy rows inside transactions. |
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