akeaglevet
Level 2

Banking

I am having a similar problem. If you want to manually match a receipt to an existing expense, there are filtering controls that should be more than helpful. However there are multiple issues with them:

 

  • There's no 'Apply' or similar button. The account drop-down list seems to apply as soon as you click an entry. But the other controls don't all appear to respond when you tab or even hit Enter. Even if this functionality is there, it's really smart to have an 'Apply' button so the user knows their input is being accepted.
  • The date select boxes are extremely cumbersome on iOS Chrome, if not other platforms. Just make it a text box FFS.
  • When you enter dates in the date boxes, they don't respond appropriately. It looks like it's maxing out on pulling only the past few month's of records. I tried refreshing the page, wondering if it was stuck on another filtering attempt, but no dice. It's just broken or possibly cached. If the latter, that needs to be fixed on QB's end, not requiring the user to refresh their cache or something.

Overall, it has the feel of something that was hastily deployed. Don't get me wrong-- I love it! But maybe admit that it's in beta mode or something. Or just fix it asap.