QBP: Number Coding Categories (aka Chart of Accounts) [edited]

Helomav
Helomav Member ✭
edited January 26 in Quicken Business & Personal Feature Requests

Reposting this as an idea/request to see if this can get some traction. I'm new to Quicken Business & Personal (QBP as I see it referred to by many of you long-time users!). I'm evaluating options to switch my businesses' accounting systems and I REALLY like QBP and think it could ALMOST support my business needs. There's just one glaring omission that is holding me from moving forward - an actual chart of accounts.

It's not helpful to organize/arrange categories alphabetically for businesses. And there's also the issue of some hard-coded categories not being able to be deleted (which it appears that is changing within the month?).

Enter the "chart of accounts" - a standard accounting principle that assigns numeric codes to categories that the system can then sort in descending order, thereby creating a desired structure.

This is a standard in the accounting industry and I think QBP's innovative and highly usable UI would make me a convert if we could at least get this feature built out. Any chance this is in the works? 🤞🙏

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  • Helomav
    Helomav Member ✭

    @DryHeat, it looks like one of the moderators merged/deleted my initial post about this topic. I got a notification that you commented on that one before they removed it, so tagging you here in case you'd like to repost your comment. Thanks!

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