Since the release of the 2012 program, I have been trying to convince clients that it is now O.K. to use downloaded transactions, as many of them have been burned by previous iterations of the feature with incorrect matching, strange data and bloated vendor and rule lists.
With the 2014 version, however, I am forced to advise against using this after losing many rows of entered-but-not-added data, in addition to the nuisance of performing mouse-necessary actions (such as adding a memo). I've also encountered a programming bug while using the Shift key when entering Payee names.
The layout is akin to the Batch Enter Transactions screen - in graphical design only. Programming-wise, it is very different. Previously entered payees and accounts disappear after having been clicked or tabbed-through. Entry is not retained after list changes. If you type a capital letter in a Payee field, the keyboard's Shift key becomes the Tab key when released.
The redesign already has the potential of making this a very good feature, and so I hope Intuit can work through these shortcomings - and soon!
I am a bookkeeper for a firm in Utah. My job is to quickly input information into client's files who are really behind on their transactions for the preparation of their back taxes or current taxes.. (Months,couple years, or just really behind) One of the things I will do first is log into the clients online banking and download the .QBO files for as far back as I can get them for the year or do a direct connect to the financial institution to download transactions.
Often times its hundreds to thousands of transactions. I will sort by "download as" and quickly classify transactions based upon the Vendor names in the "downloaded as" field. I have used QuickBooks like this for four years and have gotten pretty good at it, but 2014 QuickBooks Pro, and Accountant versions really messed things up. I have tried on multiple different clients 2014 QuickBooks with the same outcome most of the time. I have asked people who use QuickBooks this same way and they have acknowledged this problem as well. I called QB support and got support from someone in the Philippines who I helped document the issue. He was really nice, but not the expert I think I needed to talk to. He said someone would get back to me. Nothing happened. Here is the issue.
After sorting by "downloaded as" (which doesn't matter because I have this issue even when I don't sort the transactions) I will enter twenty or thirty transactions and then get a message that says QuickBooks need to update some information. I will press okay and then everything I entered in the transaction list in the bank feeds center disappears. I think programmers say the information is not "sticky."
Also, when I split a transaction or assign a transaction to multiple expense accounts and then come back to the transactions in the bank feeds everything is gone.
Also if I use the renaming rules to assign vendors names based upon the rules based upon vendors it doesn't work like 2013 where it would remember the last account the vendor was assigned to. I have to specifically assign that as well.
Also when using the renaming rules while classifying transactions the information again is not "sticky."
Also, if by chance QuickBooks has prefilled the payees or vendors when ever I tab over the field to rapidly assign the transaction to an account, the payee then disappears. Which is especially annoying if it is a check and the download information isn't really good information anyways and you had to look at the scanned check to see what it was.
Again I have had this issue with multiple frustrated clients who just bought 2014 and pay me to assign their transactions. I have tried this with my personal freshly installed 2014 QuickBooks and have got the same issue trying to import my own information as a test run. I have to revert to managing their data through batch enter transactions, which is a great feature with 2013 and 2014. I am surprised I don't see a lot of other complaining so I am asking is their a fix to my problem besides going somewhere else. I have avoided QuickBooks 2014 since it's after realizing this issue at the end of 2013. No updates to correct this so far.
The very best Online Banking Center function and layout is the QB 2009-2012 "Side by Side" mode.
It used Renaming Rules instead of Alias, and you have "other transaction Types" so you can select the download is a payment from a customer, link it to invoices; or a Bill payment, link it to open bills; etc.
2014 is a huge step backwards. If your bank doesn't support the Live Feeds, you are back to the old "register" mode that you told everyone to avoid.
I agree, huge step backwards. Very time consuming. Too much mousing. SIDE BY SIDE was the best. PLEASE MAKE A PATCH FOR 2014 TO RESTORE THE SIDE BY SIDE.
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QB 2014 Bank Feed Transaction List Redesign
Since the release of the 2012 program, I have been trying to convince clients that it is now O.K. to use downloaded transactions, as many of them have been burned by previous iterations of the feature with incorrect matching, strange data and bloated vendor and rule lists.
With the 2014 version, however, I am forced to advise against using this after losing many rows of entered-but-not-added data, in addition to the nuisance of performing mouse-necessary actions (such as adding a memo). I've also encountered a programming bug while using the Shift key when entering Payee names.
The layout is akin to the Batch Enter Transactions screen - in graphical design only. Programming-wise, it is very different. Previously entered payees and accounts disappear after having been clicked or tabbed-through. Entry is not retained after list changes. If you type a capital letter in a Payee field, the keyboard's Shift key becomes the Tab key when released.
The redesign already has the potential of making this a very good feature, and so I hope Intuit can work through these shortcomings - and soon!
Why do you want to report this?
I am facing this issue constantly.
I am a bookkeeper for a firm in Utah. My job is to quickly input information into client's files who are really behind on their transactions for the preparation of their back taxes or current taxes.. (Months,couple years, or just really behind) One of the things I will do first is log into the clients online banking and download the .QBO files for as far back as I can get them for the year or do a direct connect to the financial institution to download transactions.
Often times its hundreds to thousands of transactions. I will sort by "download as" and quickly classify transactions based upon the Vendor names in the "downloaded as" field. I have used QuickBooks like this for four years and have gotten pretty good at it, but 2014 QuickBooks Pro, and Accountant versions really messed things up. I have tried on multiple different clients 2014 QuickBooks with the same outcome most of the time. I have asked people who use QuickBooks this same way and they have acknowledged this problem as well. I called QB support and got support from someone in the Philippines who I helped document the issue. He was really nice, but not the expert I think I needed to talk to. He said someone would get back to me. Nothing happened. Here is the issue.
After sorting by "downloaded as" (which doesn't matter because I have this issue even when I don't sort the transactions) I will enter twenty or thirty transactions and then get a message that says QuickBooks need to update some information. I will press okay and then everything I entered in the transaction list in the bank feeds center disappears. I think programmers say the information is not "sticky."
Also, when I split a transaction or assign a transaction to multiple expense accounts and then come back to the transactions in the bank feeds everything is gone.
Also if I use the renaming rules to assign vendors names based upon the rules based upon vendors it doesn't work like 2013 where it would remember the last account the vendor was assigned to. I have to specifically assign that as well.
Also when using the renaming rules while classifying transactions the information again is not "sticky."
Also, if by chance QuickBooks has prefilled the payees or vendors when ever I tab over the field to rapidly assign the transaction to an account, the payee then disappears. Which is especially annoying if it is a check and the download information isn't really good information anyways and you had to look at the scanned check to see what it was.
Again I have had this issue with multiple frustrated clients who just bought 2014 and pay me to assign their transactions. I have tried this with my personal freshly installed 2014 QuickBooks and have got the same issue trying to import my own information as a test run. I have to revert to managing their data through batch enter transactions, which is a great feature with 2013 and 2014. I am surprised I don't see a lot of other complaining so I am asking is their a fix to my problem besides going somewhere else. I have avoided QuickBooks 2014 since it's after realizing this issue at the end of 2013. No updates to correct this so far.
- Asked by aaron
-
QuickBooks Desktop, United States
-
Options Edit Ask for details ArchiveWhy do you want to report this?
Answer
The very best Online Banking Center function and layout is the QB 2009-2012 "Side by Side" mode.
It used Renaming Rules instead of Alias, and you have "other transaction Types" so you can select the download is a payment from a customer, link it to invoices; or a Bill payment, link it to open bills; etc.
2014 is a huge step backwards. If your bank doesn't support the Live Feeds, you are back to the old "register" mode that you told everyone to avoid.
Why do you want to report this?
I agree, huge step backwards. Very time consuming. Too much mousing. SIDE BY SIDE was the best. PLEASE MAKE A PATCH FOR 2014 TO RESTORE THE SIDE BY SIDE.
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