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highlevelbookkeeping
Member Posts: 2
I am so glad I found you guys. I can't believe this is free. Two things:
1. You need rules like QBO does. I do see that the system tries to group and pick the category using AI, but I need to be able to save a rule that says when a transaction comes through it will auto categorize it and check it off the list. It's still awesome.
2. I'm a bookkeeper but would love a text function or comments section that can be tied to the transaction kind of like notes. Kind of like facebook, to where I can ask the client/users questions and they can comment. This would be revolutionary! just an idea. Right now I have to text on my phone they answer, I code etc.
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