Comments on: QuickBooks 2009 and Online Banking http://qbblog.ccrsoftware.info/2008/11/quickbooks-2009/ How to make QuickBooks work for you... Fri, 12 Mar 2010 22:59:22 -0600 http://wordpress.org/?v=2.8.6 hourly 1 By: Charlie http://qbblog.ccrsoftware.info/2008/11/quickbooks-2009/comment-page-1/#comment-2645 Charlie Thu, 02 Jul 2009 00:26:10 +0000 http://qbblog.ccrsoftware.info/2008/11/quickbooks-2009-and-online-banking/#comment-2645 At this point in time they are field testing the R8 release, and it has a long list of corrections for the online banking feature. I can't say if these will fix all of the problems or not - but at least we know that they are working on improving things. Also, in the Intuit Community forum on this, there is a note that say sthat the problems WILL be fixed in the 2009 release, that we won't have to upgrade to the 2010 release to get a fix, as some people feared. At this point in time they are field testing the R8 release, and it has a long list of corrections for the online banking feature. I can’t say if these will fix all of the problems or not – but at least we know that they are working on improving things. Also, in the Intuit Community forum on this, there is a note that say sthat the problems WILL be fixed in the 2009 release, that we won’t have to upgrade to the 2010 release to get a fix, as some people feared.

]]> By: James from Austin http://qbblog.ccrsoftware.info/2008/11/quickbooks-2009/comment-page-1/#comment-2638 James from Austin Wed, 01 Jul 2009 01:00:39 +0000 http://qbblog.ccrsoftware.info/2008/11/quickbooks-2009-and-online-banking/#comment-2638 QB 2009 online banking was updated in R7 in March 2009. Unfortunately this still does not fix the issues. What used to take 5 minutes of work now takes 30 minutes. Downloaded credit card transaction fees are duplicated. It appears this went out the door without any testing in both functionality and user experience. I used to look forward to downloading my retail business daily deposits and credit card transactions. Now I dread it. Jim from Austin June 30, 2009 QB 2009 online banking was updated in R7 in March 2009. Unfortunately this still does not fix the issues. What used to take 5 minutes of work now takes 30 minutes. Downloaded credit card transaction fees are duplicated. It appears this went out the door without any testing in both functionality and user experience. I used to look forward to downloading my retail business daily deposits and credit card transactions. Now I dread it. Jim from Austin June 30, 2009

]]> By: Rob Herrera http://qbblog.ccrsoftware.info/2008/11/quickbooks-2009/comment-page-1/#comment-2242 Rob Herrera Thu, 16 Apr 2009 14:01:07 +0000 http://qbblog.ccrsoftware.info/2008/11/quickbooks-2009-and-online-banking/#comment-2242 Charlie: First, thanks for the blog. The Online Banking feature is essential to many. I do have to admit than in all my years using software (and building it), I have seldom seen such a blunder. We migrated to 2009 due to its multi-user potential and the improved reporting. We are now regretting this decision ENORMOUSLY. 1) You have to PAY an additional $149 for the improved reporting (Intuit Statement Writer). 2) The online banking is, simply put, such a complete miss in UI design and functionality that it is, in my opinion, irreparable. Backing to the 2008 interface would be the prudent and wise thing to do. As a former IT developer exec, I am familiar with the never-go-back mentality. However, in some cases, you do have to throw the towel for your customers. 3) Still have not had time to test the multiuser feature. I whole agree with you. DO NOT move to 2009 if you use or plan to use Online Banking. I am as crafty as I come, but this could not come at a worse time for us. I am IMPLORING to INTUIT to basically go DEFCON on this issue, as the user noise is now considerable. Otherwise, do the right thing and back up the clumsy, buggy feature. It is better to save face. Hoping to save others from a costly mistake... Rob Charlie:

First, thanks for the blog.

The Online Banking feature is essential to many. I do have to admit than in all my years using software (and building it), I have seldom seen such a blunder.

We migrated to 2009 due to its multi-user potential and the improved reporting. We are now regretting this decision ENORMOUSLY.

1) You have to PAY an additional $149 for the improved reporting (Intuit Statement Writer).

2) The online banking is, simply put, such a complete miss in UI design and functionality that it is, in my opinion,
irreparable. Backing to the 2008 interface would be the prudent and wise thing to do. As a former IT developer exec,
I am familiar with the never-go-back mentality. However, in some cases, you do have to throw the towel for your customers.

3) Still have not had time to test the multiuser feature.

I whole agree with you. DO NOT move to 2009 if you use or plan to use Online Banking. I am as crafty as I come, but this could not come at a worse time for us.

I am IMPLORING to INTUIT to basically go DEFCON on this issue, as the user noise is now considerable. Otherwise, do the right thing and back up the clumsy, buggy feature. It is better to save face.

Hoping to save others from a costly mistake…

Rob

]]> By: Charlie http://qbblog.ccrsoftware.info/2008/11/quickbooks-2009/comment-page-1/#comment-710 Charlie Thu, 29 Jan 2009 23:17:01 +0000 http://qbblog.ccrsoftware.info/2008/11/quickbooks-2009-and-online-banking/#comment-710 The R5 release improved some things for some people, but certainly didn't answer all the questions. I'm trying to get an interview set up with someone there, but I haven't gotten the right connection yet... The R5 release improved some things for some people, but certainly didn’t answer all the questions. I’m trying to get an interview set up with someone there, but I haven’t gotten the right connection yet…

]]> By: Terri Wilson http://qbblog.ccrsoftware.info/2008/11/quickbooks-2009/comment-page-1/#comment-709 Terri Wilson Thu, 29 Jan 2009 23:09:18 +0000 http://qbblog.ccrsoftware.info/2008/11/quickbooks-2009-and-online-banking/#comment-709 I wish I could say that the newest release made this all better but frankly it's still a mess. I have told my clients who use online banking to not even consider upgrading. I really am not sure why Intuit made this change or who they thought it would benefit. Not being able to see the register from within the online banking screen still continues. Why "fix" something that wasn't broken in the first place???? I wish I could say that the newest release made this all better but frankly it’s still a mess. I have told my clients who use online banking to not even consider upgrading. I really am not sure why Intuit made this change or who they thought it would benefit. Not being able to see the register from within the online banking screen still continues. Why “fix” something that wasn’t broken in the first place????

]]> By: Charlie http://qbblog.ccrsoftware.info/2008/11/quickbooks-2009/comment-page-1/#comment-129 Charlie Fri, 07 Nov 2008 16:16:56 +0000 http://qbblog.ccrsoftware.info/2008/11/quickbooks-2009-and-online-banking/#comment-129 Tinga, an Intuit manager tells me that the TD Bank name change has been implemented. It should show up in your system now, but in case it doesn't you may have to do a manual update of the list. See the Intuit KnowledgeBase article on this at http://support.quickbooks.intuit.com/support/Pages/KnowledgeBaseArticle/1006181 Tinga, an Intuit manager tells me that the TD Bank name change has been implemented. It should show up in your system now, but in case it doesn’t you may have to do a manual update of the list. See the Intuit KnowledgeBase article on this at http://support.quickbooks.intuit.com/support/Pages/KnowledgeBaseArticle/1006181

]]> By: Tinga http://qbblog.ccrsoftware.info/2008/11/quickbooks-2009/comment-page-1/#comment-130 Tinga Tue, 04 Nov 2008 14:41:21 +0000 http://qbblog.ccrsoftware.info/2008/11/quickbooks-2009-and-online-banking/#comment-130 And to top it all off, Commerce Bank finally changed their name to TD Bank. If you go to banking/online banking/participating financial institutions and look at the list, "TD Bank Online" is listed. But if you then try to set up an account, "TD Bank Online" is nowhere to be found in that list. The bank says that they informed Quickbooks of the change (and they obviously did, since they are listed in the participating institutions) but Quickbooks dropped the ball at that point. FUMBLE! Thanks a lot Quickbooks. And to top it all off, Commerce Bank finally changed their name to TD Bank. If you go to banking/online banking/participating financial institutions and look at the list, “TD Bank Online” is listed. But if you then try to set up an account, “TD Bank Online” is nowhere to be found in that list. The bank says that they informed Quickbooks of the change (and they obviously did, since they are listed in the participating institutions) but Quickbooks dropped the ball at that point. FUMBLE! Thanks a lot Quickbooks.

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