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  1. Option to turn On/OFF the category and sub category relation in Dext and QBO

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    2 comments  ·  Prepare » Workflows  ·  Admin →
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    Carolyn Lehmkuhl commented  · 

    In the area where you can turn categories on & off, it would be very helpful to be able to filter by which categories are on. I have a client that only needs a few categories on in Dext but a very large Chart of Accounts. I have to look through pages of accounts/categories to see which ones are one. And when we add new accounts in QBO, we have to search for them in Dext to turn them off since it defaults to new categories to "on."

    Carolyn Lehmkuhl supported this idea  ·