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caron-solutions4
October 10, 2021
Solved

Has anyone gone from Quickbooks online to Quickbooks desktop? I am very unhappy with Quickbooks online.

  • October 10, 2021
  • 3 replies
  • 0 views
As a service provider and sole proprietor, I find QuickBooks online is very challenging to navigate, it is not user friendly nor is it intuitive. I had QuickBooks Pro desktop from 2006-2015 (I closed my first business in 2015) and had my challenges over the years, but nothing like the challenges I'm struggling with in QuickBooks online - I can't even customize an invoice with the verbiage I want let alone the format I bought a years subscription to QuickBooks Plus online and am very disappointed. Anyone have a similar experience?
Best answer by Fiat Lux - ASIA

@caron-solutions4 

Consider switching back to QB Desktop. You can still purchase a one time license of QB Desktop 2021 and setup a simple private cloud solution if required. 

3 replies

MichelleBh
MichelleBh
October 10, 2021

I appreciate you for taking advantage of our program for how many years, @caron-solutions4.

 

Thank you for being open and honest about your navigating experience in QuickBooks. Allow me to share what verbiage you can change on your invoice and why QuickBooks Desktop (QBDT) features are different from QuickBooks Online (QBO). This way, I can guide you accordingly. 

 

In QBO, you can customize your templates at any time. Let me show you how to achieve this if you're using the new version of invoice: 

 

  1. Go to the +New menu, then choose Invoice. 
  2. Click the Manage ⚙ to modify fields, change the color scheme, verbiage, and many more. 
  3. Select the drop-down ▼ for each section to see customization options. Pick what info displays on your form by turning the switches on or off. 
  4. Click Save. 

 

If you're still in the old invoice template, please follow the steps in this article to personalize your forms: Customize invoices, estimates, and sales receipts in QuickBooks.

 

In addition, QBDT and QBO have different functionality and navigation as they are opposite platforms. That's why there is some navigation that you're not yet familiar with. But not to worry, QuickBooks has video tutorials, webinars, and training classes. Thus, our customers will be familiar with the navigation and know the tips and tricks to manage your business.

 

Furthermore, you can also post feedback on this matter. Your valuable suggestion is aimed at our product development team to enhance your QuickBooks experience.

 

Here's how: 

  1. Into your QBO account, go to the Gear icon on the upper right side. 
  2. Click Feedback under Profile.
  3. Type your suggestion in the box and tap Next. 

 

Moreover, QuickBooks has a website where you can vote and give feedback for all future suggestions. For more details, visit this link: Customer Feedback from QuickBooks Online.

 

Lastly, feel free to visit these articles below on how to manage your company settings, customer transactions, and other topics that can help you get started in QBO: 

 

 

Always remember that you can ask me about any topics or other processes within QuickBooks. Just drop a comment below. Keep safe, caron-solutions4.

Fiat Lux - ASIA
Fiat Lux - ASIAAnswer
October 11, 2021

@caron-solutions4 

Consider switching back to QB Desktop. You can still purchase a one time license of QB Desktop 2021 and setup a simple private cloud solution if required. 

    C
    caron-solutions4Author
    October 11, 2021

    Thank you, Fiat Lux - ASIA, that is what I did.

    Yesterday, through QuickBooks Chat I ordered 2022 Desktop and immediately felt more comfortable and confident in QuickBooks Desktop than I ever did in QuickBooks Plus Online.  I then reached out to QuickBooks Customer Support this morning and cancelled my subscription and since I was within 30 days of purchase, I expect to get a full refund for the year's subscription I had purchased.

     

    Adrian_A
    Adrian_A
    October 11, 2021

    It's good to know that you felt good with QuickBooks Desktop, caron-solutions4.

     

    As for the refund, I'd recommend reaching out to our Phone Support Team. Our agents there can help you if and how you can get a refund.

     

    Also, if you have concerns about managing QuickBooks Desktop. feel free to visit our Self-Help page.

     

    Keep me posted if there's anything that I can help with. Keep safe!

    W
    wam23
    March 3, 2023

    Looking for a new solution myself... I ran QB for 20 years but QB online is such a nightmare. Everytime I use it there is something that won't work becasue of this or that, that of course is if I can first get the right google result to point me in the right direciton to do what I need to do. The help tools have never been helpful. QB online is a tool for accountants and bookkeepers. 

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