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!

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.

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