Adding mutliple downloaded transactions

Hi there,

Thanks for the feedback -- we are always looking for ways to improve our features and will make sure that passes to the right team.

I wanted to find out more about what you mean by having to input all the data. Account is generally the only required field in QuickBooks (if you have the preference set to require them) and amounts are needed in the case of splits or deposits, but the other fields are optional. The payee field can be used on expenses to create renaming rules, which will automatically rename similar downloaded transactions to the selected QuickBooks name -- this can then leverage QuickBooks preferences to remember accounts based on past entries for a vendor so this can also be a way to have more information filled out for you in online banking.

Thanks!

Okay, further: I am referring to unmatched transactions. I runa physician's office and have MANY electronic deposits each month from insurance companies, etc., that have never been entered. In the 2006, there might be 15 of them as "unmatched" because they had not been put in. However, I could click to "add" or "add multiple". On an unmatched transaction now, I have to type in the payee/payor, the account and the amount. Further, it doesn't auto-fill once I start typing, I have to scroll down to select. Further, if it is a new payee/payor, there is no quickadd option; instead, I have to close out of the online banking and add to the lists or in my register, where I will get a quickadd option. Then back to online banking center where the new payee/payor will now be recognized. I am not talking about transactions that match.

Thanks for your answer, Fred. Is it remotely possible anyone at Intuit realizes what a problem this is? Any chance they will make a change? I just cancelled my order and requested a refund. If anyone at QB had to sit at my desk they would know what a step down this side of the software has been.

The odds of QB admitting they made a mistake and changed a good feature to a very badly designed designed feature are probably worse than the odds of all my clients paying my bill within 24 hours. Why anybody decided that you had to mess up this great feature by adding "create transactions" utilities (which were always available in past versions because you could use the menu commands) and then designed those new transaction utilities very very stupidly is one of the mysteries of living with software. I predict they will dig in the their heels, never admit this was a terrible mistake, and tell us all to "live with it". My clients who do a lot of online sales aren't upgrading (we invited them to a demo of the new 2009 and those clients who need online access were the ones who said "not upgrading under any circumstances). Eventually, when their current versions expire, we'll show them how to track merchant card deposits from the merchant card web site and they'll never have to use online banking... I say that because I believe that even years from now we'll have this new stupid online banking feature because not admitting a mistake is more important to QB than making features work properly, or at least work the way users need them to work.

I notice the QB employee who originally responded has nothing further to say...

My accounting firm is just beginning to deal with this - we don't use online banking but we have many clients on QB who need it. As we've begun upgrading some of the clients, they're asking us to go back to 2008 because the new online banking isn't usable unless you want to tie up the QB user for a long time (for what used to take a few minutes). When we finally sent a bookkeeper to one of the clients to "walk them through the new ways to do it" (we thought it was just a matter of learning the new "look") - the bookkeeper came back with reports that show that if some of our clients use the new online banking their postings will be wrong (they can't enter transactions properly and they can't get to their icon bar to open the right transactions). The bookkeeper's report was sent to all of our clients who rely on online banking with the information: "QB has moved transaction entries for unmatched transactions to the online window. This was an unnecessary change because it was easier, faster, and more accurate to use the regular windows. Until QB takes transaction entry forms out of the online window we are recommending you don't upgrade QB". (We took this drastic step because we're the ones who will have to clean up the accounting after the clients use this horribly designed new online banking and it's hard to get them to pay the bill for that time to correct mistakes when the mistakes aren't their mistakes, the problems were caused by QB).

This forum has no way to add an answer or comment to an answer - I wanted to respond to the post from the Employee about adding transactions. This person said that the only time you needed to enter amounts was for a split transaction - that's just not true - you'd think Intuit employees would at least try doing the task before getting on the forum and "explaining how it works" - this person has never added a transaction or he/she is just deliberately inventing explanations that aren't true to make people believe that this new online feature is workable.

Hi there,

Apologies for any confusion. I meant that for example for an unmatched expense with one account the amount is pre-filled for you in that the download amount is used -- such as for a check or a credit card charge. If you use splits or the deposit screen then you have to enter in the amount per line item (for example if the deposit is not linked to undeposited payments or open invoices).

We do take customer feedback seriously as a way to improve our features, and I do apologize for any confusion and for the delay in response.

Thanks!

This is a response to the Employees response - how can you call the fact that if I use the Deposits screen for a single unmatched deposit and I have to fill in everything, including the amount (which is already known) "better" than the old banking center? Our clients used to be able to click Add and the entire deposit transaction appeared in the register, all they had to do was assign an account. It took 2 seconds. Now they have to fill out a whole transaction window - who would call this better?

To Intuit Employee - You mean you did this on purpose? You changed the way to add an unmatched deposit to the register so that my clients have to fill in all the fields in a deposit screen, including the payee (probably already available in the downloaded transaction) and the amount (definitely already available in the downloaded transaction)? You purposely made a decision to create all this work for the user, when the previous versions of online banking automated this process and it was added to the register with a single mouse click? I cannot believe this was by design, that you could think that creating tons of work is a better design than automated processes. This is just beyond belief.

Dear Angela C:

Thanks for writing in to the forum, but I think that your response is not going to fix the problem. Quickbooks needs to fix the code in this section, and send it out as a maintenance release.

Like the original thread, I "upgraded" from QB 2006 Pro, under the "forced obsolescence" strategy followed by Intuit. I am perfectly happy with QB 2006, but I did find some features on QB Pro 2009 (like the ability to select groups for payroll) that are a slight improvement over the old system.

However, there is a major problem with handling automated entry of downloaded deposits -- so bad that it overwhelms all the other features of QB2009.

I get about 5-10 electronic deposits from my credit card company every day. When I download these deposits from the bank, I have to create new transactions. The payees are consistent and the accounts are consistent -- the amounts change from day to day. There are NO split transactions.

Under QB2006, these transactions could be managed by downloading a week at a time, then usng the "add multiple" feature, I could check to make sure that the automated payees and accounts matched, then add the class, and enter all 20-30 new transactions in about 20-30 seconds.

In QB20009, I must manually enter (or even worse, since the type-ahead feature doesn't work) pull down, scroll and click) the payee, the account and then the amount! This takes 20 seconds per transaction. Given the number of transactions, it takes a half an hour to do something that used to take 20-30 seconds, in total.

I will admit that QB2006 was difficult to use for matching bank deposits of multiple checks -- but it was possible to use the Deposit window to manage it. However, the "solution" in 2009 is so bad that it smells of completely unfinished software. Who worked on that code? Did it get tested? WHEN ARE YOU GOING TO FINISH IT?

I am going to request a refund of my purchase. I absolutely will NOT use QB with this kind of time wasting feature.

PLEASE PLEASE PLEASE get an employee to acknowledge the problem exists, and then give us a date when you intend to release a maintenance fix for this problem.

Meanwhile, I am going to get a refund for my purchase of QB 2009, and I will revert to QB2006 until either the problem is worked out; or you cut me off. Then, in May 2009 perhaps, I will have to use another company's software, never to return to QB.

I got a refund and am back in 2006. I lost only a bit of work because Fred Morton's quick response convinced me that I was not hallucinating and QB2009 is a huge time vacuum. I am thinking I will buy a new 2008 off ebay or something and just hope that this mess gets straightened out before Intuit forces an upgrade. This frankly could be just the break a rival software firm needs, because I predict that a good many people will abandon QB if this isn't resolved. If a relevant Intuit employee downloaded a couple of days' worth of my transactions just one time, he or she would immediately realize how unworkable this new system is and get a team back on the drawing board to fix it. I wonder if anyone actually field-tested this. The practical problem is severe. I hope more people who have this problem will register their frustration so maybe there will be some relief. If this were my only option, I would discontinue online banking.

Hey, QB developers, come sit at my desk and see what an "upgrade" 2009 turned out to be!

Everybody who is as distressed as my clients are should use the Feedback item in the Help menu to tell Intuit that this "upgrade" is impossible to use and they should re-institute the old feature. There is not one single saving grace, not one useful function, in online banking for 2009.

Thanks for the tip, I will!

I am so frustrated with this "new" feature as a Dentist I usually downloading my direct deposits daily and managing online transactions in minutes a day. It has taken me so long to enter all this info. You can't even cut and paste. What a Disaster. I wish I could go back to the old version. I cannot believe it doesn't even have the amount already added as the total on the transaction or the digital information as the description or even the date it cleared. AAAAAGGGHH!

In MSMoney for Home Business I used to just download a statement and all the info would come in electronically. So I got QB 2008 Pro thinking I could of course do this and oh so much more. Now I see that if the entry did not first exist in my register, then I have to manually add it. What a pain that it. Since I only see "inclearing check" in the name field, whereby MSMoney used to show me somthing like "Target0455" to give me a clue it was a Target Purchase, so now I have to have two windows open, my bank and QB and enter manually.

What is the point of downloading from the bank if I have to have all the info in there manually. Am I missing something?

I totally agree. Now I am wishing I hadn't ocnverted. It is particuarly cumbersome when downloading credit card transactions, as there may be multiple new vendors. You are forced to either use the downloaded name, or go out to the vendors and add the new ones before matching your transactions. That, and the inability to quickfill the account name or number is gone. Very disappointing and hopefully easily fixed.

is there one place where we can track the progress of this online banking feature? i'm so glad to see that so many other people feel the same way i do about the new changes but this seems like a major issue and one that intuit should be responding back to all the concerns. so far I've found 3 separate questions on this forum about this topic. they all somehow need to get grouped together and we need to start seeing feedback from intuit.

right now, I've rolled back to 2006 so I'm happy, but I'm sure there's going to come a day when I need to upgrade and I'd like to see this feature fixed by then. Not only that, but I fear that whoever they let loose to design the new interface is busy screwing up other parts of quickbooks that work just fine right now.

Hi folks, We would like to combine all discussions around Online Banking for 2009 into one thread. Please post to this discussion if you would like to comment on the Online Banking features:

http://community.intuit.com/qu...

Any updates from Intuit will be posted to that discussion. You can subscribe to the discussion by clicking on the "subscribe" button, so that you can stay up to date on any announcements.

Thanks,

Amy