Quickbooks Self Employed Is a Terrible Product

someguy919 · ‎June 16, 2022

I've been a quickbooks self employed subscriber since 2016. Boy do I wish that I could go back in time and tell myself to go with a different platform because this product is terrible.

I recently made the awful mistake of accidentally checking the save default message when creating an invoice in a hurry, this mistake has effectively bricked my account. They may as well have put a check box that said "pay twice as much for now additional features" or "delete you account in 24 hours" because this feature completely screws their customers and cannot be undone.

This "feature" makes the product completely unusable. Every time you edit an invoice, it overwrites your message with this default message. This my not be a problem for the 5 people who use the product who only need the message to say "thanks for your business" but for the majority of us, this section is used for PO, estimate or account numbers, that are unique and specific. Every time I edit an invoice, its like I have to remake it. I have to go back a look up the PO number and date reach it applies to, every single time I have to edit the invoice.

Upon contacting support for the first time in a while, I also realized, quickbooks also knows their self employed product is terrible, because they clearly do not care about customer retention. Several times, the person I was chatting with just left the chat. When I tried to call, I was put on hold, then finally connected to someone only for them to go mute.

There "solution" was try another quickbooks product that better suits, your needs, self employed is clearly not meant for you. Really? Because I want to delete a default message, that is cause for a different product? I actually would transfer to quickbooks online, because this "feature" of deleting default messages is so important to me. But the import process is so time intensive, there's no way I'd be dumb enough to go to another quickbooks product, I'd switch to another book keeper that gives more of a crap abut its customers.

This inability to delete this default message is ridiculous, if such an option is not available to the user, it has to be available on the back end by contacting support.

Intuit should be ashamed of this branch of quickbooks.

Fiat Lux - ASIA · ‎June 16, 2022

@someguy919 wrote:
But the import process is so time intensive, there's no way I'd be dumb enough to go to another quickbooks product,

QBSE is a stand alone product with many limitations. I don't want to call it an accounting app for sure. You should consider switching to QBO and purchase a 3rd party conversion service if required.

MadelynC · ‎June 16, 2022

I hear your sentiments, @someguy919. And this isn’t the kind of experience that I'd like you to have.

Once you’ve selected the Save as default message for future invoices option, QuickBooks Self-Employed (QBSE) will always use the message you set up when creating and modifying invoices.

You can turn this feature off so you’ll no longer see the default message when managing your transactions. I’ll show you how:

Go to the Invoices menu.
Locate the saved invoice, then click Edit from the dropdown menu.
Change the invoice message, then uncheck the Save as default message for future invoices option.
Click Send invoice.

Please know that QBSE provides simple tracking features and customization tools. If you want a program with more advanced features and functionalities, you may consider upgrading to QuickBooks Online, as mentioned by our support.

In case you need an option to quickly categorize your common expenses and income, you can visit this article for more details: Create rules to speed up reviews in QuickBooks Self-Employed.

We always value customers who are keen to give us their feedback. If you need more help with managing your sales transactions, don’t hold back to drop a comment below. The Community is here to help you out.

someguy919 · ‎June 16, 2022

What saved invoice? I have many of them. I currently have the option unchecked and I'm still getting this behavior.

What "support" said was, "if you don't want to be stuck with this default message that's forever stuck on your account, you should upgrade". I'm aware of the increased functionality of quickbooks online (before this terrible support experience, I would've upgraded but the transfer process would've required me to hire a freelance book keeper because its so time consuming), but not being cursed with a default message shouldn't be one of those functions. QBSE should be able to do this. And if inuits support on the on rest of their software is anything like what I experience on QBSE, I want nothing to do the rest of their product line.

QBSE as it stands, is doing nothing but turning people off from the rest of quickbooks and thats the problem.

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Quickbooks Self Employed Is a Terrible Product