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Sync Categories as disabled -
Currently all categories from QB sync as enabled. If they would sync as disabled, it would cause minimal disadvantage for those desiring all enabled, since this can be accomplished with one click.
The issue with the current setup is that when filtering the desired end user categories to make it simple for the employees, it is never stable. Every sync can enter new enabled categories that your accounting team may have desired on their financial statements. These changes are rarely relevant to the end user and juts cause additional confusion.
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Hi @Monk !
Thanks for sharing this feedback. A couple of things to keep in mind:
Take a look at these tips and tricks and let me know if I can help with anything else. Cheers!
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0 · Accept Answer Off Topic Insightful Vote Up Awesome- Spam
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0 · Accept Answer Off Topic Insightful Vote Up AwesomeThank you for your idea and suggestions!
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0 · Accept Answer Off Topic Insightful Vote Up AwesomeThis continues to be a very frustrating occurrence. I cant think of any rational reason why new categories/tags should sync as enabled. that literally means that each sync created user end bloat instead of allowing the administrator to set up the end user experience and add as needed. Many categories and accounts are totally inappropriate for the end user.
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0 · Accept Answer Off Topic Insightful Vote Up AwesomeHi @Monk! Appreciate the follow up here. We're still keeping this open to gauge interest from other customers.
Out of curiosity, how many categories do you create, and how often? How frequently are you having to manually sync, to then just disable non-applicable categories?
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1 · Accept Answer Off Topic Insightful 1Vote Up AwesomeMy accountant may create categories as needed. Most of them are not expense categories and certainly not relevant to the end user. I may now hove a liability account active for a new loan that is labeled and visible to the user. It isn't just how often, It is the fact that I have to constantly check since I cant know this.
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0 · Accept Answer Off Topic Insightful Vote Up AwesomeYou don't have to constantly check, seeing as you have to manually sync the policy in order to bring in new categories. You'd only need to audit your enabled categories when you sync the connection.
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-1 · Accept Answer 1Off Topic Insightful Vote Up AwesomeObviously this is only when I sync. This is an unnecessary response that doesn't address the issue that this entire procedure is unnecessary and annoying.
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0 · Accept Answer Off Topic Insightful Vote Up AwesomeI am in agreeance with Monk. I would like the ability to remove the Category Sync to my QB Desktop Chart of Accounts. There are sensitive GL account names that I do not want employees to see, but they are automatically appearing when we sync. Why is this still not remediated?
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0 · Accept Answer Off Topic Insightful Vote Up AwesomeHi @LizStark if you haven't already, please remember to vote up the idea in the original post so we have an accurate count of customers who want this feature. Thanks!
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0 · Accept Answer Off Topic Insightful Vote Up Awesome