Bookkeeping
How can I build a custom QBO month-end close review tool that flags unreconciled accounts, uncategorized entries, and other close issues, instead of relying on a third-party tool like Keeper/Zenit?
From the July 8 call · Member Builds: Ben Coons
Ben built an internal tool (a QBO 'month and close' reviewer) after having issues with a third-party tool (referred to as Zenit), particularly around unreconciled bank accounts — that tool required manually opting in each bank account, which led to missed reconciliations and client issues. His custom tool instead automatically scans all bank accounts, credit cards, and any account with 'clearing,' 'loan,' 'mortgage,' or 'escrow' in the name, and flags any unreconciled transactions.
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