Accounting Ideas

Can we please have suppliers and customers in alphabetical order rather than in order of when added. It makes no sense presently.

In the software I find it time consuming to find transactions. Why can't I just say what I am looking for and the system then gives me all transactions in the software that match the criteria. It is so time consuming going in and out of banks/ s...

So it's easy to see which transactions have an attachment, and which ones need one uploading. Or, be able to search for transactions that don't have an attachment.

I would like to be able to search by any field in contactsBut mainly I would like to be able to search by:phone numberemail addressTotalDiscount Outstanding

When removing a client from the practice this should be a step either only managers can do AND something you need to confirm at least twice or enter your password for added security to confirm changes. We've experienced a junior member of staff ac...

Quickbooks has the ability to attach files in multi facets. We have a hard copy write up that we'd love to be able to attach and view either under the estimates category via an icon on the main screen and/or within the customer detail section.