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dajohnso
Level 2

building list of QB issues unresolved for years now

Quick Books Issues

I have been using quick books for 15+ years. Many of the issues I have reported (multiple times in the report bugs) have NEVER been address. After a dozen “upgrades” I still have these issues going back over a decade.

 

  • Cash basis reports are wrong. The report appears to mix accrual and cash basis calculations in  the data. Under company preferences I have my company set to “cash basis”
  • Company snapshot is wrong.
    • If I click on “receivables new” it includes a mixture of both paid and open invoices some paid years ago.
    • If I click on income/expense graph for say year over year comparison the numbers are wrong, totals are incorrect
  • Online payment process is horrible.
    • Customers need an option to set recurring payments
    • Payments details in merchant services don’t match the data in email I receive there is NO way to reconcile the two if there is an issue they need a common “transaction id” or something
    • When the payments are pulled into QB by clicking “add” under the merchant services its hit or miss that it will associate it with an open invoice, often not even the correct one. Many times, it asks if I want to create a new invoice. This needs better reconciliation, they are clicking on the link YOU supply when sending the email why doesn’t it know which invoice they are paying
  • QB crashes if you try to send forms that has more then 4 invoices attached. Clearly its an issue with an internal buffer when building the attachments. It never happens if I send all invoices individually but if you choose to send “combined” invoices it fails if there are more than 4-6 invoices depending on the size of the PDF’s generated.  I know its not outlook; I have other programs that can add many larger attachments without issue.
  • Shortcut keys are NOT standard. You have remapped some keys that are annoyingly different than all other windows programming. Ctrl-insert is COPY and shift Insert is PASTE and NOT add a line to an invoice. If you hit shift insert on an invoice it add a blank line in the invoice AND wipes out your copy buffer, very annoying for some one who has been using windows for 30 years.
  • Customer Center
    • The sort order for the customers doesn’t hold the last desired sort order unless you close the window as sorted before you close QB. If I sort the list by invoice amounts and close the window, then open and sort by customer name and exit QB when you open it , its back to invoice totals not customer names
    • If you change the sort order to invoice totals, open an invoice to say make it “email invoice” then save/close the invoice the customer list goes back to alphabetical order and you have to resort.
  • Sending invoices as an email
    • If you have an invoice open and click email it does NOT populate the email address from the customer records and you have to go look it up to finish the task of sending the invoice as an email.
    • If you click on email and you open any other window (i.e. to lockup the customers email address) you will lock up QB and there is no recovery. This is because all email processes in QB are model dialog boxes which do not allow windows messaging processing for any other application.  I have been unable to determine what QB is waiting on in order to get back into the QB app, its just non responsive. Only recovery is to reboot.
  • QB is extremely slow. This becomes more and more of an issue the longer you use the program. At some point it will slow to 15-30 seconds just to open an invoice. The only recovery form this is to backup the data, run verify, rebuild, and condense then it returns to normal. This will also happen nearly immediately if you change the “customer name” field for a customer especially if they have a lot of invoices (few dozen).
  • Can not change the invoice template once you click send forms it builds the list for all tenants with the current template selected, if you change your mind on which template to send, even if you exit send forms change template and go back into send forms it will only have the original letters, not the new template. Once you enter “send forms” it will not change until you send the forms and start over.
  • Finance charge does NOT enable the “pay online” link a the bottom of the invoices even if the customers default payment option is set to pay online with credit card. After running finance charges I have to go into each invoice manually and enable “ this customer can pay online” link.
  • When running a report if you only populate the start date and don’t enter anything for end date it will act as if you only entered an end date and produce a report from the beginning of time until the date you entered when clearly the intent was to produce a report from the date I entered until today. (If I wanted all invoices before today I would have populated the end date only)
  • After installing QB the first screen asks you if you want to create a new file or open an existing one but if you choose open an existing NONE of the network drives are available to open a file but if you close QB and open again this time they are all there. This is true also after every release update.
  • Reports are unnecessarily limited.  How can I produce the income by year report/chart that goes back more than a few years? Why cant I build a report that has revenue by class sorted by customer? (i.e. for customer A list the revenue total by class item or item ID, then customer B revenue total by class or item number, etc…). Why cant I get revenue by quarter for more than 2 years? I have 20 years of data in here and its difficult to see more then 1 year back on comparison charts.
  • Windows (dialog boxes) size and shape are not “memorized”. The windows frequently open as sized dialog boxes even though I had them “full screen”. Some times they will be full screen but most of the time they open as dialog (i.e. not maximized). Not all of the GUI settings are being recorded when the program is closed.
  • Printing new invoices. I have over 100 invoices memorized that get generated 5 days before the end of the month, all invoices have an invoice date of the 1st of next month (5 days from now). EVERY customer has their account TERMS set for net 30, preferred delivery is EMAIL, and preferred payment is credit card. If a customer doesn’t pay the invoice by the end of the 1st week of the month (i.e. about 6-12 days from the invoice generation date and less than 7 days of the invoice date) many will be marked PAST DUE and many other will not. I have been unable to find and rhyme or reason some will say past due and other will not.  In company preferences “Overdue invoices” is set to 30 days.
14 Comments 14
Fiat Lux - ASIA
Level 15

building list of QB issues unresolved for years now

Are you using QB Desktop Pro or Premier?

How big is your file size?

 

dajohnso
Level 2

building list of QB issues unresolved for years now

I am currently using QB Desktop Premier 2023 and have used only desktop versions since day 1. My data file is on my file server. I have upgraded my service to 16 CPU's, 64G of RAM, 10G Ethernet and even moved my entire companyFiles to an NVME drive. The company file is only 86Mb, .ND is 1K, tlg is 1M. Other than being the domain controler for 2 users and occasional fileserver QB is literally the only task running on the server.

Mich_S
QuickBooks Team

building list of QB issues unresolved for years now

We hear your sentiments, @dajohnso

 

I understand the back-and-forth you've done trying to resolve these issues. Let me share some insights on this.

 

Based on your situation, it'd be best to browse our QuickBooks Desktop help page. Depending on your chosen topic, this includes some helpful troubleshooting steps and video tutorials. 

 

Additionally, I suggest sending us feedback about this. Your valuable ideas will be a big help for product engineers to enhance your QuickBooks experience. Here's how:

 

  1. Open the Help menu.
  2. Select Send feedback online.
  3. Click on Product suggestion.
  4. Fill out all the necessary information.
  5. Hit Send feedback.

 

I've also added this article in case you need guidance about resolving account balance discrepancies: Reconcile an account in QuickBooks Desktop.

 

Keep in touch so we can help you further with reports, printing, invoices, or QuickBooks. Take care!

dajohnso
Level 2

building list of QB issues unresolved for years now

Thanks Mich. To be clear I have done this exact process dozens of times over 15 years and haven't seen any of these issues address or fixed. After seeing some of these issues, release after release and as a programmer some of them are so easily fixed. I have become increasingly annoyed at being forced to upgrade year over year to keep support but never seeing much more than some GUI changes over time. Believe me this list is the short version don't even get me started with all of the issues with the QB database manager...I should also mention that I am an IT consultant. Many of my customers use QB for their accounting and I see they have many of the same issues (especially the one about QB getting so slow and about once a quarter having to verify, rebuild, condense) and this issues with "past due" stamps on invoices that are 2 days old. I have had to turn this off and manually stamp them, its never right..

PilotJudgment
Level 2

building list of QB issues unresolved for years now

So true. QB is great at taking your money, but decades-old issues sit unresolved. Oh how I wish a competitor would come along, they could wipe the floor with Intuit.

4Gal
Level 11

building list of QB issues unresolved for years now

@PilotJudgment 

There are many competitors in the market. Did nothing meet your expectations?

 

PilotJudgment
Level 2

building list of QB issues unresolved for years now

We use several apps connecting our financials to ops, and the apps we like only work with QB. Unlike you, I'm not an IT consultant, but like you, I've used Quicken since the mid-1980s and QB shortly after that, and ALL these years, I've complained about errors in their software. The issue that put me over the edge was a ridiculous 30-day notice that they were canceling bill pay. My company had paid bills with that service for decades, since about 1989, and Intuit says screw you to all its customers with a lousy 30-day heads up. Another issue that bugs me every day is Days Overdue counts by digit, not entire numbers, 1, 10, 2, 3, rather than 1, 2, 3, 10. I could go on. Thanks for letting me rant.

4Gal
Level 11

building list of QB issues unresolved for years now

@PilotJudgment 

The issue that put me over the edge was a ridiculous 30-day notice that they were canceling bill pay.

 

Do you have QB Desktop or QB Online?

dajohnso
Level 2

building list of QB issues unresolved for years now

I have desktop. I looked at online a few times but didn't like it. Originally it was that online was monthly and desktop I owned but now desktop is subscription as well. I dont like the fact that you cant use it after your subscription expires, used to be one you bought it you could use it forever. Given that almost all updates to QB is GUI facelifts I should just go back to the last version I had that you could own. Probably wouldnt notice a difference.

4Gal
Level 11

building list of QB issues unresolved for years now

@dajohnso 

Do you need to run any add-ons (e.g QB Payroll, QB Payment)?

dajohnso
Level 2

building list of QB issues unresolved for years now

No. The only thing I use is desktop with CC/ACH through merchant. And don't get me started on all the issues between the two. Its the same company but they each blame the other for any issues. CC payments are a real pain to manage though their disconnected interface. They generate the invoice, they create the link but 90% of the time I have to choose what invoice to apply the payment to and if a client makes more than one payment on the same day if you choose wrong the 2nd payment will not apply! I get email confirmation of the payments that has company name but doesn't include a transaction # and I get online payments that has transaction # but doesn't include the company name. impossible to reconcile if the auto match doesn't work!

PilotJudgment
Level 2

building list of QB issues unresolved for years now

Not sure if this would suit your situation, but we use BigCommerce and Webgility, two great softwares.

PilotJudgment
Level 2

building list of QB issues unresolved for years now

We use Desktop. Online won't function with the apps we use. Yeah, that's something else annoying about Intuit, the way they keep pushing the Online version. I also agree that there are no improvements to the Desktop, simple updates to the color scheme, and such, but hey, now they get you for a subscription, and when you no longer need it, you won't even be able to view your data. With all this ranting, I think I'll check out the competition again, I haven't done that in a couple of years.

4Gal
Level 11

building list of QB issues unresolved for years now

If you don't need to run any add-ons, you can use QB Desktop with a non subscription license to lower your costs.

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