Continues to be buggy and erratic
Coming from having worked with the PC desktop version of QB Pro (since Day 1 and Quicken befpre it: since 1988), this online (Mac) desktop App version is an extreme test of one’s patience. It’s even worse than the Mac desktop QB software. I do like the cloud aspect of the program and the ability to have multiple bank account downloads at once. But the fact that there continues to be some of the same bugs in the online version for the 1.5 years I’ve used it and its inability to recognize reoccuring items, has me pessimistic that this will ever be anywhere close to the quality of the PC desktop version—which is outstanding once you understand it. Added bonus, you pay more for this cloud version in the long run… bonus for Intuit.
They continue to roll out improvements—that’s welcome. Unfortunately, some things like the shortcuts Star just cause more frustration. The shortcuts you add seem to all disappear quite often out of the blue. Perhaps it gets cleared with each software update, I don’t know. You can’t make a shortcut to more than one specific bank account, it only wants to take to the account you used last. But why even bother trying to create the shortcut when it will soon disappear?
Another thing that is really frustrating is its inability to reliably update the data after a transaction has been recorded. Like when matching/adding bank download items, you’ll record a transaction in the Recognized tab, then go to the All tab and see those same transactions you just recorded. When you try to re-add them, QB tells you they’ve already been added. Duh. So why are you still showing them to me? Sometimes the right-click-refresh cures the problem, sometimes it doesn’t. These same refresh problems crop up elsewhere in the program.
The reports are a little better now, but still lack in many ways. Their unreliability in refreshing the data can cause real headaches later when you realize your printed/PDF reports are all wrong because it didn’t refresh the data after a change.
Sales tax reports are dismal in their detail and a customized report is very limited. The inability to have settings for the sales-tax-viewing page, like seeing quarterly amounts versus monthly, makes for unneccesary additional mouse clicks.
Downloaded-transaction matching is poor, it will match a reoccuring transaction amount to a months prior transaction that’s already been matched in a previous download.
While there are some really problematic things about this software, it still does the basic job of keeping your accounting up to date. Being able to access it via a mobile device makes it easier to check in more often and keep things updated. It’s certainly better than when they first rolled out the online version years ago (which was a total joke).
Twubble about
QuickBooks, v2.4.6