Ability for selected Guests to Use Client Goals

Since Certified Pros are typically working as guests in a client account it would be very helpful if we were able to edit goals (and also create custom fields). Although we are generally training clients how to implement these features themselves, it’s useful to be able to demonstrate how to do it via screen share in the first instance.

In an ideal world, it would be great if there was a different type of access that could be granted to Certified Pros by account admins (similar to the way Accountants and Bookkeepers are able to have full editing permissions in their clients’ Quickbooks Online)

Hi @Peta_Williams, thanks for taking the time to share your feedback with us!

This is a very good request. I believe this is something we can implement for selected guests (which includes Certified Pros). I’ll make sure to keep this thread updated if I have any news about a similar feature!

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Yes I agree 100% with this request!