building list of QB issues unresolved for years now

Quick Books Issues

I have been using quick books for 15+ years. Many of the issues I have reported (multiple times in the report bugs) have NEVER been address. After a dozen “upgrades” I still have these issues going back over a decade.

• Cash basis reports are wrong. The report appears to mix accrual and cash basis calculations in  the data. Under company preferences I have my company set to “cash basis”
• Company snapshot is wrong.
  • If I click on “receivables new” it includes a mixture of both paid and open invoices some paid years ago.
  • If I click on income/expense graph for say year over year comparison the numbers are wrong, totals are incorrect
• Online payment process is horrible.
  • Customers need an option to set recurring payments
  • Payments details in merchant services don’t match the data in email I receive there is NO way to reconcile the two if there is an issue they need a common “transaction id” or something
  • When the payments are pulled into QB by clicking “add” under the merchant services its hit or miss that it will associate it with an open invoice, often not even the correct one. Many times, it asks if I want to create a new invoice. This needs better reconciliation, they are clicking on the link YOU supply when sending the email why doesn’t it know which invoice they are paying
• QB crashes if you try to send forms that has more then 4 invoices attached. Clearly its an issue with an internal buffer when building the attachments. It never happens if I send all invoices individually but if you choose to send “combined” invoices it fails if there are more than 4-6 invoices depending on the size of the PDF’s generated.  I know its not outlook; I have other programs that can add many larger attachments without issue.
• Shortcut keys are NOT standard. You have remapped some keys that are annoyingly different than all other windows programming. Ctrl-insert is COPY and shift Insert is PASTE and NOT add a line to an invoice. If you hit shift insert on an invoice it add a blank line in the invoice AND wipes out your copy buffer, very annoying for some one who has been using windows for 30 years.
• Customer Center
  • The sort order for the customers doesn’t hold the last desired sort order unless you close the window as sorted before you close QB. If I sort the list by invoice amounts and close the window, then open and sort by customer name and exit QB when you open it , its back to invoice totals not customer names
  • If you change the sort order to invoice totals, open an invoice to say make it “email invoice” then save/close the invoice the customer list goes back to alphabetical order and you have to resort.
• Sending invoices as an email
  • If you have an invoice open and click email it does NOT populate the email address from the customer records and you have to go look it up to finish the task of sending the invoice as an email.
  • If you click on email and you open any other window (i.e. to lockup the customers email address) you will lock up QB and there is no recovery. This is because all email processes in QB are model dialog boxes which do not allow windows messaging processing for any other application.  I have been unable to determine what QB is waiting on in order to get back into the QB app, its just non responsive. Only recovery is to reboot.
• QB is extremely slow. This becomes more and more of an issue the longer you use the program. At some point it will slow to 15-30 seconds just to open an invoice. The only recovery form this is to backup the data, run verify, rebuild, and condense then it returns to normal. This will also happen nearly immediately if you change the “customer name” field for a customer especially if they have a lot of invoices (few dozen).
• Can not change the invoice template once you click send forms it builds the list for all tenants with the current template selected, if you change your mind on which template to send, even if you exit send forms change template and go back into send forms it will only have the original letters, not the new template. Once you enter “send forms” it will not change until you send the forms and start over.
• Finance charge does NOT enable the “pay online” link a the bottom of the invoices even if the customers default payment option is set to pay online with credit card. After running finance charges I have to go into each invoice manually and enable “ this customer can pay online” link.
• When running a report if you only populate the start date and don’t enter anything for end date it will act as if you only entered an end date and produce a report from the beginning of time until the date you entered when clearly the intent was to produce a report from the date I entered until today. (If I wanted all invoices before today I would have populated the end date only)
• After installing QB the first screen asks you if you want to create a new file or open an existing one but if you choose open an existing NONE of the network drives are available to open a file but if you close QB and open again this time they are all there. This is true also after every release update.
• Reports are unnecessarily limited.  How can I produce the income by year report/chart that goes back more than a few years? Why cant I build a report that has revenue by class sorted by customer? (i.e. for customer A list the revenue total by class item or item ID, then customer B revenue total by class or item number, etc…). Why cant I get revenue by quarter for more than 2 years? I have 20 years of data in here and its difficult to see more then 1 year back on comparison charts.
• Windows (dialog boxes) size and shape are not “memorized”. The windows frequently open as sized dialog boxes even though I had them “full screen”. Some times they will be full screen but most of the time they open as dialog (i.e. not maximized). Not all of the GUI settings are being recorded when the program is closed.
• Printing new invoices. I have over 100 invoices memorized that get generated 5 days before the end of the month, all invoices have an invoice date of the 1st of next month (5 days from now). EVERY customer has their account TERMS set for net 30, preferred delivery is EMAIL, and preferred payment is credit card. If a customer doesn’t pay the invoice by the end of the 1st week of the month (i.e. about 6-12 days from the invoice generation date and less than 7 days of the invoice date) many will be marked PAST DUE and many other will not. I have been unable to find and rhyme or reason some will say past due and other will not.  In company preferences “Overdue invoices” is set to 30 days.