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Leigh Anne1
Level 1

I would love a feature where the bookkeeper can lock the books but leave some things editable that don't effect the books like writing memos +changing classes. good idea?

I have recently hired an external bookkeeper. I am the internal admin. I was using qbo to help me with my grant reports by using the class and customer feature. Grant reporting happens once a year for a grant but all throughout the year for various grants. Sometimes things change as we get new funds, etc. so until I report on that grant I want some flexibility with classes and sometimes customers. I don't want to have to ask the bookkeeper to unlock the books every time. Also I use descriptions in my reporting. So when I pull up that expense from a few months ago that has a missing description I just want to add that detail especially if it was a specific kind of expense and our funder wants to know about what exactly it was. These things don't effect the books but add detail for me and help me use qbo for grant reporting.
1 Comment 1
JamesM4
QuickBooks Team

I would love a feature where the bookkeeper can lock the books but leave some things editable that don't effect the books like writing memos +changing classes. good idea?

Hi Leigh,

 

Thanks for reaching out to us here. QuickBooks is a versatile program that helps you streamline your work using the powerful features offered in the program. Rest assured, I'll be happy to share more info so you're on the right track. 

 

The function you've described isn't available in QuickBooks. I can see the benefit of having this function and I encourage you to send feedback about this to our engineers. You can send feedback by clicking on the Gear icon and looking for Feedback. New product ideas and improvements are based on the feedback we get from users like you. I also recommend looking into third-party apps on our app store www.apps.com.

 

Let me know if you have other questions by leaving a comment below. I'll be a message away. 

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