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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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kathleen kramer
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I experienced a similar nightmare. Client hired me June 2024, and she was using QBSE. I proposed that she upgrade to QBO essentials. Prior to migrating we had a three way call with a QB representative. Client had not filed 2022 & 2023 tax :(, so my concern was expressed about a migration and losing all data that had been categorized correctly in QBSE.The rep said no problem just purchase a PURCHASE a new QBO subscription.I know phone calls are recorded, and I must have communicated 10+ times, that my biggest concern was losing data.

All data was lost. So another rep told me to manually enter 5 YEARS of statements for 5 credit/bank accounts. So I journeyed to the banks to download csv files, which 3 banks only have PDF files. So then you have to convert to csv.......On and on and on. Yes, I know this is what I have to do, but I am resentful. that client has to pay me hourly for tasks that are a result of QB platform. I finally got a functional representative (a migration specialist). She said no, no , no. The rep should have migrated QBSE to QBO, and all you information will be in your inactive QBSE for 7 years to download. 
This wonderful rep disconnected the new QBO purchase, refunded the $60, and then migrated client account info.

But still no data.. crying. a lot.

I am frustrated. This happens a lot. The relentless PR I have to experience daily, updates daily, buy this daily, etc....

I feel like QB is squeezing all users to toward QBO/Auto pay/Auto tax/fees, fees, fees. When I was using QBD enterprise in 2019, I renewed another client's 3 yrs subscription. Client was in construction, and I needed ability to job cost, inventory, COGS etc. The rep was urging me to move to QBO, as QBD will be phased out????? It's coming

I do not like everything on auto, I feel the loss of control and ability to search. QB is always in update mode and FREQUENTLY I find the auto transaction are incorrect!! I spend more time correcting auto transactions than completing tasks.

  • I apologize for the vent, but lately it feel like QB is egregious. QB is really pushing for "QB live bookkeeper". I continue to click out of the PR campaign every time I log in. Why not have the tech team give me the ability to block pop ups once you have given the info, or at least remember me for 30, 60 or 90 days.
  • I am frustrated by the wide variance of answer to the same question. You can get 10 different answers to find this that used to be there insanity. Mind you, none of the questions are about bookkeeping, but rather technical issues. But then divert to live bookkeeping? Hell no. I just need platform to function as the POS's reflect in QB help section. QB update so quickly that the "helping sections" have not updated with the update.
  • QB chat AI is the worst chat function I have experienced. Literally going in circles. Lord have mercy. I feel for these folks as they are doing the best they can with frustrated folks. It must be awful to say "I have escalated your issue, someone will reach out within 72 hours with a possible solution for a task that is time sensitive. So frequently have to manually enter to avoid penalties and pay employees. I have been using QB for over 15 years, and this past year has been chaotic, ineffective, inaccurate, delay in communication. Intuit has too much on the
  • Intuit has too much on their plate. Please tighten the subscriptions/apps that are current before sending your coding energy to new products.
  • I have been looking into Xero. Does anyone have experience, and is it worth it to try to migrate to another platform
  • I have been on the phone with a technical issue, and everytime the rep asks me if I need a bookkeeper????????? That is my job, that is how I support my kids. I am a great bookkeeper. Why at every turn do you write the scripts for your reps to push marketing and PR in a customers time of need. Gross.

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