I have discovered that the Banking feature avails has the following peculiarities which need to be well rounded off:
Feature: For money in it will only display debits from QBO and for monies out it will display credits only from QBO to match.
Sometimes multiple debits and/or credits that appear posted in QBO are needed to match with an entry in Bank statement.
Suggestion: The matching window should show both monies in and monies out from QBO for easy matching instead of forcing users to Exclude the Bank entry.
Feature: If the actual QBO entry is over by 5% of the Bank match, that QBO entry will not show up on the Matching window.
Suggestion: System should not discriminate by restricting maximum value to 105%.
Feature: While the Matching Window will show possible matches and give option to add entries on the fly including split entries and adjusting/resolving for differences in QBO, it does not avail boxes for Reference Numbers, payment methods...
Suggestion: It should avail boxes for Reference Numbers, Memo fields, payment method and ability to send emails (for Customer Payment Receipts) just as in normal data entry windows to enable swift adding of entries on the fly.
Feature: When adding entries on the fly to QBO to match with Bank entries, when the matches are undone, the system removes the entries created in the fly from QBO.
Suggestion: When the entries created on the fly are unmatched to Bank entries, they should not automatically be removed. Instead, the system must give the user the option whether he/she wants to delete the manually added entries.
