Limited time. 50% OFF QuickBooks for 3 months.

Buy now & save
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
Tracy117
Level 1

Totally hate all the automatic matching QBO has instituted. Makes bookkeeping for clients even harder and makes mistakes.

QBO is just doing too much.  They are trying to automate things for the business owners and are matching things that do not belong.  I undid the matching feature but it still matches things that do not even belong. The tag feature is awful.  I try to run reports for non profits to match expenses back to the Grant revenue and it's horrible. It even matches deposits to incorrect customers. For example, if the client offers a service for the same price for all.  For example, for profit companies offering a service say for cleaning $500/month or whatever.  It just goes ahead and matches it to whatever customer has an open balance for that amount.  It could be 5 customers with the same open balance.  It matches it, takes it off the bank feed and you never knew it, you didn't even get to view it cause its gone. Then you run into who paid what??? Same thing with expenses, it tried to map what it thought was a credit card cash advance. Turned out it was not that at all, it was just a regular deposit from a Customer.  QBO is really making it hard for bookkeepers and accountants to do their jobs.  Small business owners have no idea what they are doing anyway and to throw that in the mix even makes our job harder and makes mistakes making us look bad when we didn't even realize what had happened.  This causes extra time and effort to find the problem, explain to the customer what happened, then fix it manually.  Then we don't even get paid for the adjustments we have to make to correct the QBO errors making it look like we don't' know what we are doing but it is QBO doing stupid stuff behind the scenes. They give the business owners a false sense of security like "Yes, it's so easy you can do it yourself"! Like NO unless you have a background in accounting, you cannot do it yourself!!!!

Need to get in touch?

Contact us