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david-seber
Level 3

Make customer name matching LESS USELESS

disclaimer - I am not a good typist, but this is ridiculous.

When I type in a customer name about 2/3 of the time the auto-match will replace what I'm typing with something not even close.

example - I can try to type in DLB and end up with MaB.

What has happened is the stupid page has incorrectly matched the partial name in the middle of my typing (DL) and then replaced it with said incorrect name, I type another character (B) and end up with  something so far off and it's infuriating.

Another example - I type in "a" and I get a useless list of every customer name with "a" in it rather than a list of customers that begin with "A".

The auto-match is crap and it makes more work rather than saving me any effort.
17 Comments 17
david-seber
Level 3

Make customer name matching LESS USELESS

Another great one - You type in a unique name, it matches. You'd expect if you hit TAB it will populate it with the name, but instead it leaves you with "More choices" in the customer field and the joy of typing the name in again and remembering to move your hand from the keyboard to the mouse and having to click the name instead.

JessT
Moderator

Make customer name matching LESS USELESS

Hi David,

 

You can use the down arrow key and press Enter to highlight and select the detected name instead of using the Tab key.

 

Thanks for reporting letting us know about this behavior. Let's open your QuickBooks in private browser to see if we get the same thing. Browsing privately disables the cache from saving your browsing data, and it's a good way to check issues caused by a full cache.

 

A cache, on the other hand, temporarily saves your browsing history so a web page reloads faster. However, it may cause unexpected behaviors when it's full. So if you get the desired result while it's disabled, you can go back to your regular browser and clear the cached data. You can also try other browsers to see how it goes.

 

You can always visit us here if you need anything else.

____
Level 2

Make customer name matching LESS USELESS

This is happening in the QB DESKTOP VERSION 2019 - not clear how clearing "browsing history" is supposed to help!!!!

JanyRoseB
QuickBooks Team

Make customer name matching LESS USELESS

Hi there, @____.

 

I've already answered this question on your main post. You can check this out through this link: https://quickbooks.intuit.com/community/Reports-and-accounting/Previously-I-was-able-to-enter-a-Cust...

 

Have a good one. 

____
Level 2

Make customer name matching LESS USELESS

Useless solution - been using the program for over 20 years, this showed up in 2016 version.  The names are sorted alphabetically - in receiving payments, the program wants to "pick" the most recent contact and/or any recent customer with the letter combination in it!  If I am just searching for a customer in the customer list I can only type one or two letters is looking for "horton" I can type "h" and "o" but by the time I type "r" it takes me to names beginning with "r" - this does NOT happen in the vendor list.

 

in the payments, invoice, and enter bills windows when I type the first letters - in this case "nel" - of a name, a bunch of random names containing the letters are at the top of the list. - see the screen shot. 

 

receive payments.pngeverytime there is a new release and /or required update there are so many bugs in the program it is OUTRAGEOUS  I wish the accounting firm we use would offer other options for accounting software.

MaryLandT
Moderator

Make customer name matching LESS USELESS

Hello there, @____,

 

Thanks for the attached screenshot. I've come to share some clarifications about your concern for today.

 

The updates and changes implemented are the results of the suggestions provided by users.

 

The name showing up when you type in the initial letter isn't an issue in the system. You have the option to click the drop-down menu or enter the full name of your vendor/ customer. This  way, you'll be able to easily find their names in the list.

 

Here's the sample screenshot when I search a vendor name in the Enter Bills page.

 

Should you need anything else, please let me know and I'd be glad to help.

david-seber
Level 3

Make customer name matching LESS USELESS

This is still a problem.

Example - I need to bill time against the company Netcom.

I'll type Netcom.

By the time I get to the O in Netcom it has matched Northwest Company

Since I've continued typing (mostly muscle memory) I end up with either "om" let in the field or just an "m" or some other useless partial string of text.
netcom.PNG

Backyard matches around the "back" part of the name, autofills another customer's name (NOT HELPING) and I end up with "Remoyard".

backyard.PNG

Why are you REPLACING what I have gone through the trouble of typing? WHY?! I went through the trouble to type it, unless I've typo'd I wanted what I typed!

This is infuriating when doing multiple entries. At times I feel like I've spent more time correcting Quickbooks name entries than I have entering time for customer billing..

It's been a couple years now. I've worked with your agents. I've allowed them to remote in and see I'm not the problem. They admitted, this is not right and promised to send it "up."

PLEASE FIX THIS.

GraceC
QuickBooks Team

Make customer name matching LESS USELESS

Hello there, @david-seber.

 

As mention by my colleague above, typing an initial letter isn't an issue in the system. You'll need to select the drop-down arrow to enter the name of your vendor/ customer.

 

Know that you can always visit our Help Articles page for QuickBooks Desktop in case you need some tips and related articles for your future tasks.

 

If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.

david-seber
Level 3

Make customer name matching LESS USELESS

"As mention by my colleague above, typing an initial letter isn't an issue in the system."

Yes, if you could make it match the first letter of the name instead of EVERY SINGLE CLIENT with that letter, I could use the drop down and pick the client I am looking for.

But as of right now I am stuck typing in a partial name and hoping the VERY FRUSTRATING system doesn't match and replace in the middle of what I am typing.

david-seber
Level 3

Make customer name matching LESS USELESS

I have tried clearing cache and both Firefox and Chrome. This issue persists.

david-seber
Level 3

Make customer name matching LESS USELESS

This is still a problem.

david-seber
Level 3

Make customer name matching LESS USELESS

2 years later and this is still a problem.

LieraMarie_A
QuickBooks Team

Make customer name matching LESS USELESS

Hello, @david-seber.

 

I recognize this isn’t exactly the outcome you were looking for, and I'm here to make sure your concern will be addressed properly.

 

I'd recommend reaching out to our Customer Care Support team. They can take a closer look at this issue and raise a ticket to our engineering team, if necessary.

 

Here's how:

 

  1. Click the (?) Help icon in the upper right-hand corner of the Dashboard.
  2. Select Talk to a Human.
  3. Enter a short description of your concern and press Enter.
  4. Click I still need a human.
  5. Select Contact Us to connect with our live support.
  6. Choose Get a callback.
    help.JPG

 

I'm also adding this article that may come in handy if you're looking for quick answers about 1099s: Get answers to your 1099 questions.

 

Thank you for giving us an update, @david-seber. I look forward to hearing from you about how the call goes. I want to make sure everything is taken care of.

david-seber
Level 3

Make customer name matching LESS USELESS

We're going on our 4 year anniversary! Since this issue is still ongoing I'll be sure to check in then!

Today I typed in "Sacred" for Sacred Heart and I ended up with only "red" in the line. Woohoo!

"Ace" got me "The Printer Place", which is nothing like Ace. But thanks for screwing up that match and replacing everything I typed in for a useless result!

Sunshinebeachlover
Level 1

Make customer name matching LESS USELESS

David,

Thank you for continuing to follow up and post about this problem. I am currently researching how QB handles client lists as we move our company away from the headaches of Jobber. I think this VERY SIMPLE to fix, important, BASIC function of my client list having such a failure for years has sealed the coffin on my decision to use QB.

 

 

david-seber
Level 3

Make customer name matching LESS USELESS

So does bumping this thread bring it back to the top or should I start a new one?

I'm about to find out. This is still a problem!

david-seber
Level 3

Make customer name matching LESS USELESS

I made another thread with more details and more information, which seems to have been deleted.

Going on year 5 and name matching is still broken. Here's a bump!

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