Question
I would love a feature where the bookkeeper can lock the books but leave some things editable that don't effect the books like writing memos +changing classes. good idea?
I have recently hired an external bookkeeper. I am the internal admin. I was using qbo to help me with my grant reports by using the class and customer feature. Grant reporting happens once a year for a grant but all throughout the year for various grants. Sometimes things change as we get new funds, etc. so until I report on that grant I want some flexibility with classes and sometimes customers. I don't want to have to ask the bookkeeper to unlock the books every time. Also I use descriptions in my reporting. So when I pull up that expense from a few months ago that has a missing description I just want to add that detail especially if it was a specific kind of expense and our funder wants to know about what exactly it was. These things don't effect the books but add detail for me and help me use qbo for grant reporting.
