@HardHatAccounting That’s great news! I’ve been following this thread with interest and I sincerely hope you’ve learnt that shouting to vent your frustration doesn’t help solve the problem,
Stay positive towards yourself and others, and your problem will be sorted in no time.
There is always room for improvement in the software, and as forum members we can make a positive contribution by clearly explaining the problem you’re encountering.
With sincere appreciation for your view point it appears that you did not appreciate the issue itself that should have been resolved by now. Point being, Manager has a guide that should be utilized to guide. The guide is not updated to avoid going into a community forum that is expansive to find an answer to the problem at hand. There is absolutely no trouble shooting in the guide while there is extensive people asking for the exact same resolution.
In a nutshell, this world has lost the ethical value of accountability. If you build a guide you should be committed to updating that guide. If you are not fully committed to doing that you should not be offering it to new users to guide them through. So, again, please explain to me, as new users looking for guidance how this guide is helpful when leading new users into issues knowing there are, and have been for several years, issues with performing tasks according to the gudie.
Thankyou @ries for your comments, it prompted me to go back over this thread and there it was - the confusion that I did not pick up on in @HardHatAccounting’s first post.
@lubos picked up on it in his first and only post, which was a little bit cryptic, but did not attempt to expand on it.
I only picked up on it when @HardHatAccounting posted the screenshots (a poignant reason to always use screenshots to explain the problem).
Anyway, the issue is that Copy to Clipboard is used in two different ways - This is causing the confusion.
My suggestion is that in the Batch Create/Update process Copy to Clipboard should be renamed to “Export to Clipboard”.
@lubos (or moderators) please add this to the ideas category.
Yeah I got that. Just another person that is angry at me for bringing up an issue that should be resolved in the guide. It seems the whole world gets angry at the person who raises flags for issues created by others not being accountable for their actions and failures to act when needed and expected of them by others. Such as a guide that is not updated yet still the “support” option. It would be much more productive if the guide was updated to reflect solutions that are common verses going into a forum that has thousands of topics. In my world I finish things I start until completion, that doesn’t appear to be the case with whoever did not finish and has neglected to update the guide. It is a joke.
I am not angry at you or anyone else that contributes to this forum.
I try to write my posts in a way that has something for everyone who takes the time to read them and my last post in this thread was no different. Hopefully, together we can make a difference.
Yes, there are some unresolved issues, but if we keep communicating in a critical but civil manner hopefully, we will make steady progress.
Think of it this way. If a user has an issue and it is solved on this forum it probably also helps a lot of other forum members.
In my personal opinion, which means really nothing right now, as this clean up is driving me nuts, would be to have a forum manager that would concentrate on creating rooms in the forum such as Batch Create and Batch Update, and encompass all of the posts pertaining to that subject. In my opinion, which again is nothing right now, when people are searching for solutions and randomly typing topics that don’t exactly match what t he real issue is, makes it that much more frustrating in finding answers. I just feel when there is a definite solution that it be added to the guide.
I am not angry either except that the frustration level rises when you are in time crunch, like securing a 4 million dollar bond in 2 weeks with 3 year old bad data from Intuit AI, and not being able to find competent answers. If your post had been in the guide, I would never have had to post to the forum.
Woo Hoo Happy Sunday!! Got 179 expense claims for 1 year with 1 owner imported correctly. Yay, beautiful thing. SO MUCH APPRECIATION TO YOU SIR FOR ALL OF YOUR HELP!! I am adding this to my guide for my reference moving forward, so when I need to train someone, this is not an issue. Now, for years of other owners, then move on to COGS, oh oby!!!
One quick question if you have the time. Expense claims, can they be grouped by payor in the COA or would this complicate the import?
Under the Reports tab there is an Expense Claims Summary report that lists each payer’s total claims over a set period. You are also able to drill down on each payer to see their individual claims.
Yes i run that but client wants it on P&L so I might need to group and add each partner.
I am a bit late to comment, save for saying: Hats off to @AJD . Cool and calm to bring @HardHatAccounting to his senses. It is common cause on this forum to NOT shout, DO post examples of the problem and someone even @Lubos will respond decently.
Just sayin’ …
We all hear the frustration. It’s true that digital spaces can feel cold when you’re struggling, but the ‘no shouting’ rule is usually there to keep the focus on finding a solution. Do you think there’s a way for society to allow for that ‘human reaction’ without it drowning out the actual communication? Let’s stay at least civil even though one find that people in your area sometimes struggle with that 
Let one thing be clear @HardHatAccounting : shouting is unwelcome in the Managerio-area and is therefore counterproductive when it comes to finding a solution.
So if you’re looking for a solution to a problem, make sure forum members are willing to help you find it, rather than turning their backs on you.
@lubos The biggest problem with Batch Update/Batch Create is that the process itself was made purposefully more complicated than necessary:
Batch Update halfway. Every other program has a “Download Template” button, why not just add an action under Batch Operations for this?I understand that some of these are architectural, so they won’t be easy to fix at all. I would simply request higher priority on these issues that affect business operations rather than minor UI tweaks.
I think you should apologize for being so rude! And flying off the handel . So what if you are Intuit Advanced Pro Advisor since 1993 . It obviously did not give you manners. Alot of the members on here are a lot more experienced than you and a lot have come from quick books. Manager is an awesome accounting tool. 
Wow, too busy enjoying my mothers day with my mother who has a fatal disease to listen to this while calling me rude.
And we did not want to listen to your tirade of blaming everything else. And if its mothers day what are you doing reading the manager forum/email while spending time with your mother who has a fatal disease?
bye