obhorst
Level 3

Other Questions

I now contact the client before I want to do their bookkeeping and ask them to update their banking information (if they know how).  In some cases (Like Spend Dynamics with BMO) I need to have the client download (or I go to the client's site and do it myself) the .csv file which I then import into QBO.  It has really created much extra work for us.  It does not endear Intuit to me at all.  I find the lower leverl employees to be good but not the mid to upper levels at Intuit.  And just consider the amount of turnover they have had at the mid range.  But Intuit  continues to be successful!