I really wish I could waste my client's money in this fashion, however, all he wants is to get his books finished.  It's my decision to utilize these new fangled tools to make life not only easier, but faster and efficient.

Being an X-IT guy and CFO for the last 40 years, I know my way around these types of issues, however, again, as with all IT issues, it comes down to time and money.  Since my client could not find his copy of QB Pro 2017, so that I could try another computer, I decided to move his company file to my computer and upgrade his file to QB Pro 2018.

In my experience, when upgrading, QB automatically rebuilds the file and cleans out any errors that may be hiding in the database.

All went smoothly.  The upgrade and transfer to an 8GB computer went as expected.  I then began my work again and all was going well with adding and editing Rules.  That is until around the 20th one.  Then I noticed it starting to slow down.  Yup, here we go again.  By the time I got to the 25th one, the same thing, wait, wait, wait until I get the popup screen to add or edit.

Like I said, the client doesn't care that I'm charging him by the hour, however he wants work done for that payment.  He could care less about automation and if I have to manually enter every single transaction of the same vendor every time, then so be it. He simply would rather not see me waste my time with these types of issues, however, I can't help but keep trying.  Oh well.  Time to do basic bookkeeping - again...