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1
automatic transaction type getting fetched from memory
Under Review

The new feature that redirects users to the more common transactions isn't helpful. While I appreciate the idea of placing these transactions at the top for easier access, redirecting me to a specific transaction is counterproductive. I have to import various transactions, and this approach feels like a waste of time.

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Client Name on ALL communication
Planned

I discussed the inconsistency of including the client name on communications with the SaasAnt Support Team on whether it be an email, invoice or receipt. It would make it so much easier to know who the subscription is for.

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I want to import PDF bank statements into QuickBooks
Shipped

It would be super helpful if I could upload my PDF bank statements and have them imported directly into QuickBooks, creating expense or deposit transactions automatically. This would cut down a lot of time spent entering data.

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I’d like to import scanned receipts as Sales Receipts or Expenses
Shipped

I have a lot of scanned receipt images and I’d love an option to import them into QuickBooks as either sales receipts or expenses. This would really speed up my record-keeping and reduce manual entry.

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I want to convert multiple estimates into invoices at once
Under Review

Right now, converting estimates to invoices has to be done one by one. It would save me so much time if I could select multiple estimates and convert them all into invoices in bulk.

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1
I need the ability to customize columns in the Quick create interface
Under Review

In the Quick create transaction screen, I can only choose between mandatory fields or all fields. I’d really appreciate an option to show/hide specific columns based on what I actually use. It would make the interface cleaner and faster to work with.

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I want to ignore line items with zero quantity during import
Planned

When importing transactions, I often have lines where the quantity is zero. Right now, I can only ignore the entire transaction, but I’d really like the ability to skip just those lines with a zero quantity and import the rest. This would save a lot of manual cleanup.

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Budget Import
Shipped

Want to import the Budget from my excel file to QuickBooks Online

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