QBP: Ability to Delete or Archive Businesses (edited)

Should be able to delete and/or archive

5
5 votes

Planned · Last Updated

This ability should be available this year!

Comments

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭

    Threw in my vote. I don't have access to QBP right now, but I see this as an important feature. Also, if you archive it you should be able to un-archive it. Kind of the way you should be able to hide and unhide accounts.


    Rob Wilkens

  • msw
    msw Member
    edited January 8

    I strongly prefer both archive and delete.

    Archive seems like a requirement.

    Delete often is needed, unless we are given access to a sandbox environment where we can get our answers to unanswered questions and confirm the correctness of answered questions instead of testing it in our production environment.

    Somewhat related, I tested client / project feature and now I'm stuck with my Test Client forever. Fine for free product, but for a product that cost $100+ / year I would expect this to be addressed promptly.

    Thanks for considering.

  • Coach Tara
    Coach Tara Member, Administrator, Moderator admin

    Thank you @mattbroffman @RobWilk and @msw for the feedback. This is high on our list of things to add this year.

  • tdpmd
    tdpmd Member

    It is currently not possible to delete Businesses. Over the lifetime of use of the product, people may have multiple businesses and over time, associating a transaction with a business will get very clunky. It should be possible to:

    1. Delete a business (in which case the user should either be able to assign those transactions to another business or switch them to Uncategorize).
    2. Archive a business (in which case the transactions remain associated with that business, but the business no longer appears in the dropdown when categorizing a transaction).

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