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LigerXero
Level 1

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Hi Yes, web connect is actually the only thing i use, but the auto match sucks. I recently updated to Quickbooks 2019 since my older version didn't support web connect anymore. That was the ONLY reason i upgraded quickbooks because I do not really use many of the other features  besides printing checks and then importing web connect files and matching them etc.  Come to find out there were no improvements done to it, why did I pay $500+ for a software upgrade?

To explain the kind of problem that web connect has always had:

I have a lot of similar amount transactions it $500, $600, $583.33. Lets say I sent an ACH to John for $583.33 and I also sent Lucy and David an ACH for $583.33. The auto match will match David's ACH to Lucy.s. If i click not a match, then it matches to Johns, then I click not a match again and it matches to Kate who I paid the same amount to A WEEK LATER.... I have to click Not a Match like 15+ times for it to "match" to the correct one. I would not care as much if I could manually  cannot even turn it off, but i cannot add details to auto match things until i finally get it to go under Needs Review after 40+ times clicking not a match. Then another thing, if I have a rule in place that says for example an import Contains: "Home Depot", to categorize it and blah blah blah. But if the transaction amount comes in and it happens to be one of those similar numbers such as 583.33, the stupid thing IGNORES the rules and automatches the Home Depot purchased to.. guess who? JOHN, and then I can never match John to John, because quickbooks thinks that Home Depot is John, and i cant tell it otherwise.

 

Gosh imagine if Quickbooks Web Connect's personality was turned into an AI and put into a robot. We would all be done for !!!

 

Please Please Please put in a request for your devs to either give us the option to modify the PAYEE and ACCOUNT on Auto-Matches transactions, or an option to turn off and on Auto-Match so we can manually match out transactions without the worry of accidentally clicking Add/Approve and approving all the crazy wrong matches.

I am using Quickbooks Desktop 2019 "PRO" 3 multi-users


Dique "PRO" version, as in PRObably going to match your transaction wrong and gives you the urge to switch to pen and paper accounting.

I shall await a response as I sit here trying to click not a match to my 607 auto-matches transactions.

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