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Please note that “Digits Boost” has been renamed to “Quality Control”.

I’m excited to share a new tool we’ve been building –  Quality Control!

Quality Control is an amazing new tool that will suggest actions to take on behalf of your clients’ ledgers.

Anytime a review is needed, you’ll be notified. For example:

Category Suggestions Digits looks at each transaction and alerts you if we notice that it is categorized with a different category compared to similar transactions
Vendor Suggestions If we spot a vendor that we think can be cleaned up or modified we’ll alert you.
Personally Identifiable Information Suggestions If we notice credit card information or social security numbers in transaction descriptions, we can clean it up and remove it

 

By popular demand, Quickbooks Push now supported with Quality Control!

Make sure data stays aligned, any suggestion you accept will be pushed to QBO automatically, no need to switch apps.

 

Getting access to Quality Control

(Labs-access required - request access here)

 

Setting up Quality Control

  1. No setup required. Seriously.
    (It automatically did it - already saving you time!)


     

Launching Quality Control

  1. Log into Digits
  2. In your dashboard, click “Quality Control”
  3. View the suggestions for each client

To push to QBO, click “Fix”.
 

 

Feedback matters in Labs:
Please post any issues, bugs, improvements or suggestions.
 

Excited to keep building this product with you, together.
–Sanjeet

PS: If you don’t see this on your dashboard, comment below and we’ll get you activated.

@kevinsos Digits Boost is turned on for all your clients. Let us know what you think!

Hey @michaelallimlan Digits Boost is now turned on for you! Would love to hear your feedback. :)

@AnaASoto ooh no thats odd, I just reviewed your account and everything should now be up to date/turned on. Let me know if you have any other questions. :)

Hi @Michael - I don’t seem to have access to Boost.  Would you be able to enable when you have a moment?  Excited to see the product.

Thanks!

Is there a way to permanently ignore a boost suggestion so I don’t have to ignore it every month?  If not, I would really love that feature.

I see Boost in my dashboard!

 

@jshalett how did it go??

Thanks @Helix Point and yes, from Boost, select one of your books and then check out the options under “Vendor Suggestion”. If you accept the renamed vendor within Digits, it will be pushed over to QBO. Let me know how that goes for you!  

@Helix Point Hello! This is Greg from the product side of Digits. My team let me know you had the chance to push a few boost work items to QBO.

How’s your experience going so far?

Welcome all! I’m extremely excited by Digits Boost -- looking forward to your feedback and comments!

@Michael Thank you, I see it now

I using an innovative financial reporting system that also helps with month end review right inside the reporting program. Clean up duplicate vendor names or account mis-categorizations without having to jump into QBO. It helps me to keeps my client’s books squeaky clean and deliver beautiful financial reports :-)

Thanks @Helix Point for letting me know. I just pushed a fix for you. Can you refresh your Digits’ dashboard and let me know if you see it?

@JessicaF - Just wanted to thank you again for your suggestion of being able to ignore boost suggestions. Following up on that idea, we recently launched the ability to do exactly that! 

 

Steps to Complete:

  1. Enter Boost for your chosen client
  2. Click on the “Edit Rules” button in the top right
  3. Click on the “+ Add Filter icon”
  4. Select a Vendor, Debit Category or Credit Category
  5. Choose “Is not one of” 
  6. Type in one or multiple Vendors, Debit or Credit Categories to exclude
  7. Hit “Apply” in the bottom right

This will take 24 hours to implement into boost but once complete you should no longer see what you chose to exclude from Boost. 

 

Take a look and let us know what you think! More to come as well! :-) 

Rob

Hey @JAM @Shelly @TraciS - quick question to you three :-)

If you were to describe Digits Boost to another accountant or bookkeeper, how would you describe it in conversation?

“Hey, I’m using Digits Boost, which is …..”

Thanks!

Is it possible to add a timeline option to the Reclass all Vendors options, e.g. current year? I keep hitting the recalls all transactions to Vendor name but I then get an error message as I have closed the prior year accounts.

I can still correct things monthly and I guess I’ll start remembering that I’ve closed out accounts but still...😏

@AnaASoto ooh no thats odd, I just reviewed your account and everything should now be up to date/turned on. Let me know if you have any other questions. :)

Awesome, it looks good now. Thanks for the quick response.

Thanks @JAM! Was there a WOW moment with Digits Boost when you tried it? What would make Boost even better for you?

Also looping in @jshalett for thoughts as well! (and @TraciS @Shelly!)

Thank you all!

i see Boost unlocked for some of my clients and not others. Why is that?

I do not see Boost in my dashboard

Hey @sarahbrooke That’s a bit strange. Hold tight while I dig into this! 

Thank you @JAM!

@Helix Point - quick question 🙂 How would you describe Digits Boost conversationally to a friend? “Hey, I’m using Digits Boost, which…..”

Thank you - your perspectives are all super helpful as we continue to build Digits Boost!

I do not see digits boost on my dashboard.

@Liveoakbk I just pushed a fix out that should clear this up. Can you refresh your Digits dashboard and let me know if you see it now?

@Michael Still not seeing it.

Hey @Liveoakbk! We have dug into this further and Boost should now be visible on your dashboard. Use the dropdown on the top left-hand side to see Boost. If you run into any more issues please let me know. 

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