With all due respect, bank reconciliation does not require an accountant. Making adjustments to a bank reconciliation (check number 1234 didn't clear last month after all or I entered the wrong starting balance, etc) absolutely does NOT require an accountant.
What Intuit, Quickbooks development and support need to understand - and apparently cannot seem to grasp - is that a process which when done manually by pencil and paper should not be made more complicated or impossible by the introduction of software.
Take your own personal bank statement and turn it over. Typically on the back side is a reconciliation form. If not one can be downloaded online from many sources.. It may take 5 minutes to 60 minutes to complete by hand - depending on how many transactions you generate in a month. *** Now imagine you use QBO to do the same thing, but a few months later you realize there's a mistake and you need to start over. You can't unless you want to spend hours, if not days endlessly clicking R/C/__/R/C/__ ... and so on, times dozens or hundreds of transactions.*** This isn't a matter for the accountant. This is a basic bookkeeping task that any entry level office clerk off the street can perform. Why can't the 'Advanced' version of Quickbooks Online seem to manage it?
My first hunch was it had to do with the nature of the database structure of the online version of QBO vs Desktop QB. However, if the Accountant user can Undo the reconciliation as long as the bank file and the needed transactions are available then it doesn't make sense to withhold this function from at least admin level users who are not also accountant users.
Remember, reconciliation by pencil and paper can be redone by simply getting a new piece of paper and comparing the register to the statement. This is looking to be more efficient than using the software for which we pay $$$. In fact, we now wait several months to over a year to reconcile in QBO because we know QBO's ability to handle day to day issues such as minor corrections which may be required from time to time is hindered.
Additionally, we and many other users have grown tired of the usual stock answers by support which are:
1. ask your accountant
2. that's a great idea - put in a feature request
3. that feature isn't available in your version
As for # 1, we will contact our accountant for accounting questions. We contact support to find out how QBO does a particular function. Unfortunately, many times when we ask, it is obvious the answer should be "I don't know" but instead we are given the "go ask your accountant response".
As for #2, we are busy running our businesses and already explained the feature or bug fix we prefer. As a former member of a development team I can understand there must be a demand for a particular feature as there's no point focusing on item #34 when most customers prefer we focus on item #71 but the initial email or phone call should do. If more detail is needed, someone from escalated support can fill in any gaps before requests are funneled to the DEV team. That way there is consistency in the requests and you're not getting 14 variations of the exact same request.
As for #3 many of these replies are frustrated users who see constant changes with features cut off previously available. Why not leave current users features as they are or at least offer the option to freeze them at the current level so each random update doesn't disrupt their day to day so much. It appears this is mainly a QBO phenomenon as the updates are live. It's difficult enough dealing with workarounds - at least an option to walk into the office to see a familiar workspace would be nice and might keep a few of us around longer.
