Currently when adding transactions in bulk from the value tab screen you can not see the name of the payee or select what accounts the check will post to unless you go into each transaction individually.
Being able to see/edit this information in the bulk actions window as well would save time because alternatively this information would need to be edited while posting the check or in Quickbooks itself.
Guest
We frequently run into this when vendors/payees change their company name or we have to deduplicate payee names in QB, so this idea would be a huge help to our small firm.
Anything that is a common sense "duh" real life scenario, we would really appreciate Neos prioritizing those abilities over anything else.
AI is great and we are totally testing it out throug the beta program.
BUT there are so many basic things like this idea is suggesting, just real life every day stuff that could be MASSIVELY IMPROVED by advanced search or bulk actions applying.
Advanced Search and Bulk Actions are the main thing that keep our firm with Neos. Please expand the reach beyond the current blind spots.