- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Other questions
Have been using QBO for over 10+ years from the early days and have been through many changes, but must say as of late the software roll out have been particularly awful and misguided. There is so much potential with the software, and it just seems QBO is missing have a Business Operations and Finance Knowledgeable Executive in its leadership team. There is major knowledge gap there. QBO should try to recruit a senior executive from competitor like NetSuite or Deltek or one of the many software system out there that have god understanding of Business Operations. The recent push on the "new invoice template" was particularly bad. Not only was this new template wholly deficient and a incomplete product, QBO continued to insist that it will become the "only" invoice form after May 6, 2024. I have been among the many pointing out the many deficiencies to QBO an di remain particularly shocked that such a deficient and incomplete product could have once again passed the many QA/QC and validation checks that should have occur with QBO and by those leading this product development. Along with the deficiencies indicated this template actually managed to be so bad as to remove existing QBO invoicing capability and to make a new product far less capable that what QBO currently has. That in of itself should have been obvious to the developers, yet this was not caught. Items that this so called new invoice temple could not do that exist in the current invoice process include:
1. Not able to GROUP by "service Item"
2. Not able to GROUP by "Project"
3. Not able to "COLLASPE" rows by "like service item"
....these capabilities are key as if one has say 10 employees capture time by time tracking for 30 days. that makes an invoice 10 x 30 = a whopping 300 line Invoice!! no customer wants a 300 line invoice because you can no longer COLAPSE. And because you can no longer group, all are jumbled as you cannot Group by like "service items" or by Project"-all that can be done now in existing invoice format
4. Not able to FILTER by "last Month" or 'Last Week". the developers of the new template actually had a Filter by last "3 months!!...6 months!!- which business in their right mind waits 3 month or 6 month to send an invoice-shows the lack of basic business operations understanding in developing this product and lack or full vetting before pushing to be a "only Invoice format product"
5. There is no way to add an "employee name" to a new template invoice. You would think they would add a toggle that allows "employee name" to be turned on/off just like how date can be toggle on/off.
6. The pick-up of old (existing) invoice format templates from within the new invoice template does not function correctly as the new format template does not handle GROUPING and COLLAPSING so existing templates that have those functions do not work correctly and so it is useless to try and use these existing invoice templates from within the new invoice template window.
.....these are just at few quick flaws that were picked up in just a 15 minute review of the new template a few weeks ago and have been communicating how flawed and deficient the new invoice system is over that last few weeks as QBO continue to announce it will only have the flawed new invoice effective May 6 2024 as the only invoice. I have been in miserable mood since and rushed to push out my invoices for April before May 6th, 2024 but an dreading what life will be like at the end of May 2024 as QBO is notoriously slow to fix software deficiencies and quick to push out poorly developed technology products that make a business operations harder to do using the software as there seems a complete lack of understand and executive levels on small business operations. I will stop her but there are who slew of similar issues with tools like so-called "budgets"-which is not budgeting, and so many other feature misses. QBO needs to hire a experienced, knowledgeably business executive form one of its competitors to oversee the evolution of QBO. Intuit is bi enough to make a salary and compensation offer to a knowledgeable experienced small business services/professional services manager that cant be refused to lead the evolution of QBO.
And just to preempt the "monitors" of this forum whose comment seemingly always is to say "submit feedback the system by..dah..dah.....this has already been done multiple times regarding the flaws in the "new invoice tempalate"....one only can hope they truly read the feedback and can see the urgency fixes needed asap..as this product should never have made it to the "making it a default feature" at this point as it was not properly vetted and tested..