Please DO NOT default new features to ON before we have a chance to talk with our clients
under review
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Jill Shalett
I have a client who does not use QB Payments because it's just not necessary for her. She was surprised to receive an email that one of her customers could select an option to pay via ACH. My client said she would do it this one time, but it was very confusing and she didn't feel comfortable with the process. This is a comment from my client: "I really resent QB’s change — This took so much extra time and they get 1%."
This is unfortunate, as it was additional administrative time and effort for me as well, and makes me look bad as the one who set her up with QBO.
Aditi Sahani
under review
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Leslie Simmons
Ouch - Jill that must have been uncomfortable!
I sent out a blast email in anticipation of the coming changes. Of course, some clients ignored my email and Intuit's emails and panicked when they logged in to get work done and their files were changed. Others were calmer, thanked me for the heads up and made appointments when their QBO changed. All this can be avoided by alert in QBO (not email).
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Wayne Higdon
Agreed! This change - and defaulting to auto on - cost me a couple hundred in administrative time warning my clients about it. Luckily we haven’t had any accidental usage of QB Payments so far. clients have specific payment options and workflows.
Becca Lambertson
I agree -- there have been other instances where this has caused serious issues for clients: like the auto-add Vendors (which left a mess to clean up). The fact that we as Proadvisors aren't informed in advance doesn't help either. I think new features that will have affects should be left off by default.