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144
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ranked #213,942 most helpful out of 571,544,897 reviews
★★☆☆☆
Some problems still not fixed
As my version of Quicken 2011 H&B has a) suddenly stopped connecting with my bank and downloading transactions again and b) will be sunset next year anyway due to Quicken policy, I decided to give 2014 a try, so far the problems are as follows: 1. Still cannot print an invoice to printer or PDF if it has a logo, tried every suggestion on 2011 and every suggestion again on 2014 and still does not work. You would think after many years and multiple new releases they would have fixed this basic functionality for the business section. Also in addition while trying to print invoices with a logo the program froze solid multiple times and I had to do the three finger control, alt delete to bring up task manager and kill the program.I was hoping to switch to H&B rather than upgrade QuickBooks for my business but H&B just does not seem professional enough 2. The upgrade appeared to go smoothly however, the first message after the update and file conversion was that the program could not open the data file, finally did open the file from the File Open menu and seems to be OK so far. 3. So far I have not noticed much in the way of new or improved functions, the program is already on release 2 one day after release. 4. Cannot vouch whether the banking connection is fixed as I had already downloaded the file directly from the bank site and updated the 2011 data file (and backed it up) prior to the upgrade so there were no new transactions to download, will check tomorrow and update the review. All in all not much different than the 2011 H&B from my usage standpoint Update 9-27-13 Tried the bank Express Web Connect today and it did not download the new transactions even though it showed as connecting with the bank, I went to the account settings and used the new reset button feature to reset the online banking connection. Net result after that was that the accounts a) still did not download transactions, b) the program created 4 new temp accounts and the one step update now showed 9 accounts connected, and still did not download new transactions. I deactivated all the accounts and decided to download the transactions file directly from the bank web site and now the program would not import the transactions into the program. After a restore from a backup prior to the use of the reset function I could at least import the file from the bank site to make the program useable. Net result of all this is that the program seems to be going backwards on the basic functions. Update 2 9-28-13 With new transactions available in my bank accounts I tried the express web connect one step update function and just like my previous version (Quicken H&B 2011) the process completes with no error messages but does not download the new transactions. This all worked on the previous version until about a month ago, I can download the quicken file from the bank and import into the program and get the new transactions but the express web connect function is NOT working. At this rate the program is NOT worth the upgrade and I have reduced my rating. Update 3 10-2-13 Talked to customer service about the inability to download transactions from the account update or OSU selections and tried every suggestion on the Quicken support pages with no change in the problem and no error messages, this was all working fine on H&B 2011 about a month ago and I suspect a Quicken problem with the data as it goes through the whole connecting dialog just does not download new transactions. I finally tried a new approach, first I deactivated all accounts, then I exited Quicken and restarted, I then changed my login ID and password on the bank web site and set up OSU in Quicken. The accounts all showed up and I linked them to the existing accounts and viola the program connected and downloaded the new transactions. At this time (fingers crossed) OSU seems to be working. I downloaded the iOS app for 2014 yesterday and this appears to be working OK however it does not sync the investment accounts which the app for Mint does, it also says no budgets are set up which is not the case. So far though it all seems to be working. UPDATE !!!!!!!! 11-28-13 Just wasted an entire day sorting out a problem with Quicken where the online totals from the bank were off from the quicken totals, turned out to be a problem with the cloud sync where it indicated differences with the mobile sync and recommended actions (ignore or delete), I chose the recommended action and it screwed up the entire register by adding and deleting transactions that had been previously reconciled, register was off by over $1000!! I had to go back a year and work my way forward to find the error and eventualy ended up restoring a 5 week old backup and redownloading transactions. Tried reloading the cloud data from the Quicken mobile page with the same result and ended up deleting cloud sync entirely. From a web search this is not an uncommon problem so I plan to stay away from the cloud/mobile feature and have deleted the mobile app. My bank mobile app along with mint gives me all the mobile alerts and banking features I need and does not screw up the basic quicken program which seems to work OK.
September 2013 · Software · verified purchase
the product in question
Quicken Home & Business 2014 [OLD VERSION]
3.8★ · 816 ratings, as of 2023
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