2012 September |

Monthly Archives: September 2012

News Flash – How Will Columbus Day (October 8, 2012) Affect My QuickBooks Payroll Processing

Published 09/28/2012 |

To allow for the Columbus Day holiday, you might need to send payroll a day earlier than usual. Doing so will help you to comply with the Fair Labor Standards Act and ensure timely payroll tax payments.

If your normal paycheck date is on 10/8/12, you should:

Change your paycheck date for your direct deposit employees to Friday, 10/5/12.
Send your payroll by 5 p.m. Pacific Time on Wednesday, 10/3/12.

If your paycheck date is immediately before or after Columbus Day, consult the table that follows to find out when to send your payroll and when your account will be debited.

If you date your paychecks for…	Send payroll by 5:00 PM Pacific Time on…	Your account will be debited on*…	Employees get paid on (Direct Deposit only)…
Friday, 10/5	Wednesday, 10/3	Thursday, 10/4	Friday, 10/5
Monday, 10/8	(see message above)
Tuesday, 10/9	Thursday, 10/4	Friday, 10/5	Tuesday, 10/9
Wednesday, 10/10	Friday, 10/5	Tuesday, 10/9	Wednesday, 10/10
Thursday, 10/11	Tuesday, 10/9	Wednesday, 10/10	Thursday, 10/11

*Accounts are typically debited before regular banking hours, so you should make sure you have funds in your account to cover the payroll onthe day before the actual debit occurs.

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This article is provided for informational purposes and is not intended to be construed as legal, accounting, or other professional advice. For further information, please consult appropriate professional advice from your attorney and certified public accountant.

Ruth Perryman - QuickBooks Specialist Written by +Ruth Perryman, CMA, CFE, CFM, MBA

Ruth is the president of The QB Specialists, an Intuit Premier Reseller that offers huge savings and expert advice on QuickBooks POS and QuickBooks Enterprise. She is an Advanced Certified QuickBooks ProAdvisor and a member of Intuit’s Trainer/Writer Network. She is also certified in QuickBooks POS and QuickBooks Enterprise and has provided expert QuickBooks help to thousands of businesses all over the world since 1996.

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News Flash – Recent changes, improvements, and fixes in QuickBooks 2012 and QuickBooks Enterprise 12.0 (R10)

Published 09/23/2012 |

By Ruth Perryman

The following changes, improvements, and fixes were made to QuickBooks Pro 2012, QuickBooks Premier 2012, and QuickBooks Enterprise Solutions 12.0. Later releases (ones with higher numbers) include all changes in earlier releases.

Release 10 (R10)

File Operations	You can now move from QuickBooks to QuickBooks Online Edition (one time) with less delays to convert the Company Data file.
Install	The Seamless Upgrade for QuickBooks Plus customers has been enabled to install QuickBooks 2013 from a background download when the 2013 version is available. Re-registration will now correctly handle a third attempt to put in the valid data to complete the registration of QuickBooks. The installer will no longer pause for 10 seconds near the beginning of the process.
Multi User/ Hosting	The performance and reliability of multi-user sessions has been improved.
QuickBooks Online Banking	After installing the R9 update for QuickBooks 2012 and Enterprise Solutions 12, Online Bill Pay would attempt to send old transactions to the bank, even though they had already been sent. This is fixed and will not happen with R10.
QuickBooks Online Services	Intuit Sync Manager has been upgraded.

Release 9 (R9)

Subscription Feature Available in Premier Plus, Pro Plus and QuickBooks Accountant with PAP	You can now bounce payment checks that were, at one time, deposited to the Undeposited Funds account. The two journal entries made while using the Bounce Check feature to bounce a check, are no longer entered as Billable. They will not show in the time & costs window.
Accounts Payable	The check box in Pay bills will not jump to the beginning of the list.
Advanced Inventory (Available in Enterprise Solutions Only)	It is no longer possible to edit Inventory site information when Multi Location Inventory is turned off.
Banking	Reconciled payments that are upgraded from earlier versions no longer show the Bounced Check stamp.
Company Snapshot	Long items will no longer be cut off in the company snapshot screen.
Condense Data	Company files larger than 2GB can now be condensed successfully.
Enhanced Inventory Receiving (Available in Enterprise Solutions Only)	QuickBooks should no longer display Unrecoverable Error 15032 91866 when enabling Enhanced Inventory Receiving. More company files that were having problems before can now use EIR. The conversion will succeed.
File Operations	The Email address, Build number and user mode are now displayed correctly when entered by the customer and sent with an event (unrecoverable error) report.
Help	Attempting to send Help feedback when the Help servers are unavailable will no longer cause an abnormal program termination. The help link for “learn more about event reporting” will now correctly open the help topic. The in product help steps to access Accountant’s copy have been updated.
Install	Customers who originally installed from R3 or a later release will no longer have problems changing to a different edition of Premier or running a repair. The error “1334: The file “QBW32EnterpriseAccountant.exe” cannot be installed” should no longer display. The one click upgrade from older versions of QuickBooks to QuickBooks 2012 will no longer encounter an MSXML error.
Intuit Payment Network	IPN links will no longer appear on void invoices or in print preview mode of pending invoices. Duplicate text about IPN will no longer appear in emails that accompany IPN-enabled invoices.
Inventory	The Finished assembly Serial Number drop-down is no longer available when not appropriate. QuickBooks will no longer restart when rebuilding company files with certain inventory conditions. Multi-user messaging about Serial and Lot numbers being in use by another user has been updated. The inventory Clean up Quickview window has been updated to show both positive and negative quantity items. There should no longer be cases where the Transaction List by Lot Number report is blank when transactions exist for the that Lot Number. When you turn off Advanced Inventory or Serial Number/Lot Number tracking, you will still be able to see Location, SN and LN info on the adjustments. The Insufficient Lot count message will no longer be displayed when editing build assemblies.
Invoices	The unrecoverable errors introduced in R8 that affected sales forms and items have been fixed.
Lists	Credit card numbers entered when creating new customers are now recognized as a valid card number. Item name and notes are preserved when saved for a newly created item.
Multi-Currency	The Cost Change Alert will now display the correct currency symbol.
Payroll	The address will now be displayed without any blank space when an employee does not have a line 2 in the address. The city line is no longer repeated twice when printing a paystub. The signature settings for printing checks will no longer be lost if a different user that does not use the check signature logs in. Correcting the PIN for File and Pay taxes is now case sensitive. This is good because entering the PIN was always case sensitive. Now you can correct it if you got it wrong.
PDF	Resolved an issue where a Company name change is not reflected on the Send Invoice view.
Preferences	Preferences will no longer prompt you to save your changes when switching to another screen unless you have made changes.
Price Markup and Markup preferences (Available in Enterprise Solutions Only)	The type of markup will no longer default back to “Percent over Cost” when you reopen the Edit Markup window. QuickBooks should no longer fail to verify data with the “Overflow” error message.
QuickBooks Merchant Services	You no longer need to be an admin to process credit card payments using QuickBooks Merchant Services.
QuickBooks Online Banking	Many instances of the OL-392 online banking error have been fixed.
Users and Permissions	The wording in the Accounting and Banking permissions for Enterprise edition has been updated.

Release 8 (R8)

Subscription Feature Available in Premier Plus, Pro Plus and QuickBooks Accountant with PAP	Added the ability to print bills in QuickBooks.
1099 Forms	QuickBooks can now print large numbers of 1099s without interruption.
Accountant Specific	Fixed an issue that prevented the Accountant Center from opening. Accountant version: The Home page will now display when opening company files if the Desktop preference is selected
Advanced Inventory (Available in Enterprise Solutions Only)	QuickBooks will now use the next default Doc number when duplicating the inventory transfer transaction. When exporting Inventory Valuation Summary by Site and Inventory Stock Status by Site reports to Excel, the totals will display the totals in QuickBooks and not as zeroes. In the Inventory Center, the Quantity on Hand will now automatically refresh after transferring items to different sites. The ‘Filter Report by Serial Number’ window will no longer appear when processing multiple reports that include the Transaction List by Serial Number reports. Instead, the report will remember the last serial number used. QuickBooks will no longer crash during condense when inventory adjustments with serial/lot numbers are within the date range of the condense. Additional boxes will no longer appear on printed invoices or PDFs when Serial Number is selected to print in the columns. The message, “Default components to same sites as finished assembly” will now appear on the Build Assembly screen when you choose to bring back one-time messages. Warning message “The number of Serial #s is less/more than the Quantity Specified” will now display – or not — depending on your preferences setting. You will now be able to view lots in the negative in the Lot Number Count column when creating adjustments for Lot Numbers. The Print button in the Setup Advanced Inventory screen will now work correctly.
Application Integration	Improved performance when syncing contacts with Outlook.
Banking	QuickBooks will no longer display an incorrect check number after clicking Edit Transaction on a check where the number has been changed but not yet recorded.
Calendar	QuickBooks Enterprise users assigned to the Time Tracking role will now be able to see time activities on the Calendar. Sales Orders will now show under the Upcoming and Past Due sections on the Calendar. QuickBooks will no longer exclude items created in a previous year from the Past Due section of the Calendar.
Condense Data	The Condense Data feature now works correctly when the option to “Create a report showing which transactions cannot be removed” is selected.
Email Sales Forms and Statements	QuickBooks will no longer create duplicates in the Select Forms to Send window if the Save button is clicked on an invoice marked To Be Emailed.
Enhanced Inventory Receiving (Available in Enterprise Solutions Only)	When Enhanced Inventory Receiving has been successfully enabled and multi-currency is on, the landing page will display amounts in the home currency. Purchase order status now correctly changes back to open when bills linked to it are deleted. Some crashes during the Enhanced Inventory Receiving conversions have been fixed. When changing a service item’s income or expense account with Enhanced Inventory Receiving enabled, QuickBooks will no longer replace the Inventory Offset account for affected historical transactions.
Excel (Send reports to Excel)	QuickBooks no longer creates a new worksheet in Excel when updating an existing worksheet. Aging figures will remain unchanged when a report is created from the Customer Center and exported to Excel. The option to include a space between columns of reports sent to Excel is now available.
File Operations	Fixed an issue that would prevent QuickBooks from completing a condense successfully. QuickBooks will no longer display an unrecoverable error 14930 82988 or 14503 77225 when opening a company file. Improved condense functionality.
Help	Help button on the Open a Company window now displays the correct content. “Find a local QuickBooks expert” QuickBooks will now prioritize the results with experts that support your version and industry. In-product Help topics will now open when link is clicked from Search results. Help window no longer displays an error and stops working when you vote ‘Yes’ or ‘No’ on an article.
Install	Askforcd is now digitally signed.
Intuit Payment Network	When credits have been applied to an invoice before it is sent, PaymentNetwork now presents the net amount (not the gross) as the default amount to be paid online. Credits applied after the invoice was sent are not reflected in the amount to be paid unless the invoice is re-sent. Intuit Payment Network will now restore the existing or default value if the account combo box edit is cancelled. Enable Online Payment will now be automatically checked when creating an invoice from an estimate if the customer online payment link setting is “Always on for this customer”. PaymentNetwork users can now choose to receive payments via credit card (in addition to bank transfer). From within QuickBooks, you can enable/disable credit card acceptance for a single invoice, all invoices for a customer, or for all invoices/all customers.
Intuit (QuickBooks) Statement Writer	Non-admin users can now access QuickBooks Statement Writer.
Inventory	The Inventory menu is no longer visible when the “inventory & purchase orders are active” preference is unchecked. Purchase Orders will now correctly show as closed after billing and receiving for them. When you create a bill from a PO, the received quantity (from previous item receipts) is now considered when calculating the quantity for the items on the bill. QuickBooks will now display items used in assemblies in the Transaction List by Serial Number report. Item QuickReports and Inventory stock status reports quantity now match.
Invoices	QuickBooks will no longer create duplicates in the Select Forms to Send window if the Save button is clicked on an invoice marked To Be Emailed.
Multi User/Hosting	H202 error code for multi-user has been updated to include detailed information to help identify root cause.
Name History on Transactions	Email addresses for customers will now display on the Name History on Transactions pane when creating or viewing invoices.
New User Setup	Blank rows will no longer be displayed when fixing duplicate names in QuickBooks Setup.
Payroll	Saving a timesheet with the Save and New button will no longer have incorrect columns and/or close with an unexpected error. The timesheet will now correctly show Employee names first in the list when you have already recorded a prior timesheet using the Save and New button. Enhanced Payroll for Accountant subscribers will now have the ability to print a custom logo on pay stubs and paycheck vouchers.
Price Markup and Markup preferences (Available in Enterprise Solutions Only)	The word overflow will no longer appear in the Price column of the Item List when the price is set to zero. “Overflow” will no longer appear in the Markup Percent field when cost and price are set to zero. When the Markup global preference is set to ‘Use default: Percent over Cost’ and you edit the markup of an item, calculations will now work and display correctly. Verify and Rebuild can now detect and fix most cases of the overflow error related to price markup.
QuickBooks Attached Documents	QuickBooks will no longer display the Error: Failed to open file: (File path) The specified file was not found, when opening an attached document that has special characters in the name of the file. (#, % etc.) Improved error messaging when deleting documents that show in the Document Center but have been moved or removed from the system.
QuickBooks File Manager	You will now be required to answer the Challenge questions when restoring and changing the password from the QuickBooks File Manager. QuickBooks File Manager in-product Help articles have been updated to display 2012 instead of 2011.
QuickBooks Merchant Services	The Merchant Account sign-up has been streamlined. Some extraneous text will no longer show on the QuickBooks informational message when checking Merchant Account reminders.
Reports	Inventory Site filter has been added to the Inventory Valuation Summary By Site and Inventory Stock Status By Site reports. QuickBooks no longer displays the Average Cost column on the Inventory Valuation Detail report when the FIFO preference is enabled. QuickBooks will now display a confirmation message once a report is emailed using the webmail option.
Reports Center	The report center now refers to new servers to improve performance, scalability and user experience.
SDK	You can now add employees from other countries using the SDK without an error. There is no longer a failure to close QBW32.exe when there is no automatic login permission. SDK apps can now open connections on Terminal Services machines (in most cases.) The tag will now be updated correctly. This is only used by the SDK.
Send Forms	You can now edit transactions flagged to email without adding a duplicate email to the Send Forms list.
Startup	QuickBooks will no longer display the Unrecoverable Error 11296 98535″ when opening QuickBooks with some company files. QuickBooks will no longer unexpectedly close when you open a company file through the File menu when the “No Company Open” window is not displayed.
User Interface	Fields and drop-down lists will no longer overlap when changing Assembly Item setup options

Release 6 (R6)

1099 Wizard

The following improvements have been made to the mapping screen in the wizard:
- Accounts will be in the same order as the Chart of Accounts.
- Added tooltip that will display the full parent and sub account path when mouse cursor hovers over the account name.
- Appending the Account Number before the Account Name when the preference, Show Account number is enabled.
Improved handling of parent and subaccounts with 1099 account mapping.
The following reports are now available under the Vendors > Print/E-file 1099s menu:
- Vendor Review Summary Report
- 1099 Summary Report
- 1099 Detail Report

Release 5 (R5)

Subscription Feature Available in Premier Plus, Pro Plus and QuickBooks Accountant with PAP	Expand and collapse reports Expand or collapse line items or sections of summary reports - Inventory and Detail reports are excluded. Easily see high-level only or detailed level on the reports The data seen on screen will be printed or sent to Excel.
1099 Forms	Important: The account mapping, 1099 thresholds and vendor address information have been improved in the 1099 Wizard. It is recommended that you install Release 5 before completing your 1099 forms.
Accountant Specific	The ‘Sales Tax’ preference will be retained after upgrading a QBA file. The Support option in the Help menu will now open ProAdvisor Support when accessed from the Accountant Edition of QuickBooks. A long dash will no longer cause an error when Sending Accountants Copy Changes back to the client. Memorized Report Groups with & in label will now show in the Accountant Center. The data displayed on the Accountant Center is now more dependent on the permissions of the logged in user.
Advanced Inventory (Available in Enterprise Solutions Only)	Serial or Lot Number reports will no longer include items without serial/lot numbers or negative serial/lot numbers. The default report for Inventory Stock Status by Site report will no longer include Drop Ship as a site. You will have the ability to add this to the report if you want to see it. Lot Numbers Quick View window will no longer display the Serial Number view when you quick zoom on a lot number field. The Select All button is now enabled in Add Multiple Serial Numbers window when search results are returned. 0.00 no longer appears in the Count Adjustment field when selecting a blank line item for a Lot Number adjustment. Filtering the Inventory worksheet will no longer change what is displayed when the Item List and Inventory Center is opened. Transfer Inventory form will now include a description column. Assembly item descriptions will no longer display in any of the stock reports when no items are listed. When transferring inventory to different sites, the Purchase Description will appear in the Description field if an inventory item does not have a sales description. Lot Numbers count will now be displayed when running a quick zoom in the Lot Numbers In Stock and Lot Numbers in Stock by Site reports. Serial and Lot Number fields will now save when 40 characters (max) are used in the fields. You will no longer see an extra number in the qty field when entering 9,999,999,999.99999 for a specific lot. You will no longer see the message, “Sorry, you cannot select/use this message now”, when emailing transactions with serial numbers.
Application Integration	QuickBooks will now display the message “Sending Email Through Thunderbird” when you are using Thunderbird to send QB email. Loan manager and Cash Flow Projector now work when IE 9.0 is installed.
Calendar	Enterprise Only – There is a new permission for Calendar payroll access. By default this is set to full access for all default users. You can use this permission to restrict user accounts from seeing payroll transactions on the QuickBooks Calendar. The extra row at the bottom of the calendar has been removed. The message “you need Time Tracking permission to perform this action” should no longer display when you open the QuickBooks calendar as a limited (No time tracking access) user.
Document Management	Converting an item receipt to a bill will no longer cause the attachment column to disappear.
Email Sales Forms and Statements	QuickBooks will no longer display the message “Could not print to printer” when emailing large batches of statements. Double clicking an item in the send forms list will no longer immediately email the item and any others selected.
Enhanced Inventory Receiving (Available in Enterprise Solutions Only)	QuickBooks will no longer display the message “Payroll already in use” when attempting to open the ‘Edit Payment Due Dates/Methods’ screen. Select POs & Item Receipts on the Items tab of a bill has been renamed to Select Related Transactions and displayed correctly. You will no longer receive an Unexpected Error C=47 when saving changes to a purchase order linked to an unsaved item receipt. With Enhanced Inventory Receiving turned on, you will now be able to manually close a purchase order and have it linked to an item receipt during the receiving process. When receiving against a purchase order, you will now be able to manually close the purchase order and have it linked to a bill. Closed or Received in Full Purchase Orders will no longer appear in the list of Select Related Transactions list when they have a subtotal line, group item, description only line, or blank line. The message,” “Sorry, you cannot change this item receipt now. Single-user-only interactive feature is currently doing a task that uses the data in this transaction,” will no longer appear when converting an item receipt to a bill. You can now bill for a Purchase Order after you’ve already entered the item receipt. The Enhanced Inventory Receiving convert messaging has been updated to be more clear.
Excel (Send reports to Excel)	The values for the Sales by Item Summary and Average Days to Pay reports are now correct when sent to Excel. Excel no longer shows the opposite sign values in the %Change column for comparison reports that are sent to Excel. The Profit and Loss by Job report no longer has additional rows added when sending an update to an existing/saved copy of the report in Excel. The message: “Excel update failed” will no longer display when sending an update to existing/saved sheet that has a space in the name. You will now be able to update the Excel workbook even when new formulas and columns have been added or changed since the report was originally exported.
File Operations	The serial/lot # now work correctly (including in search results) after the file has been condensed with serial or lot # tracking enabled. The QuickBooks company file conversion tool will now work on Windows 7 and Windows Vista computers. The Condense data feature now removes timesheets when the “all transactions” option is selected. To Do dates are no longer changed by one day when the file is updated from a previous version of QuickBooks. QuickBooks will no longer open the wrong company file if you sort the list of files in the No company file open screen. Verify and rebuild now have improved capabilities when working with online payees. The help topics for converting from Peachtree to QuickBooks have been updated. You will not see any issues with ‘Verify data’ when you have a QuickBooks 2012 R5/R4/R3 company file open in R1. Verify data will report “No problems have been detected…” The “Edit list” link in the No Company Open window will be available to all editions of QuickBooks.
Help	Several Help topics have been updated. Thunderbird Email Client Support help content is now available. You will now see the QuickBooks Enterprise icon when viewing the video in Express Start if you have QuickBooks Enterprise. The display and infrastructure of help articles has been improved. Printing Troubleshooting help articles will no longer show CDATA.
Install	.NET 4.0 installation messaging that may be displayed during the QuickBooks install has been improved. Changing to a different edition of Premier or running a repair should no longer display the error “1334: The file “QBW32EnterpriseAccountant.exe” cannot be installed”.
Inventory (Available in Enterprise Solutions Only)	Print Item Information on the Inventory Center will now print site-specific data. Disabling the old Cost Changed alert will no longer cause the new Cost changed alert to not show. QuickBooks will now allow non-inventory items to have a negative cost or price.
Lead Center	The email address for a lead now appears in the email field and not the CC field when the lead is converted to a customer. Information deleted from a lead will no longer appear for other users.
Lists	Price levels no longer round to 2 decimal places when No Rounding is selected. Some strange display issues have been removed from the Item list.
Payroll	Resolved an issue where Sick & Vacation balances do not update when editing a pending paycheck. When you turn on the phone number to print on paystubs it will no longer print in the return address section. You can now turn on payroll from the QuickBooks Home screen. QuickBooks will no longer display the message “Payroll already in use” when attempting to open the ‘Edit Payment Due Dates/Methods’ screen or Payroll Setup.
PDF	You will now see the QuickBooks Enterprise icon when viewing the video in Express Start if you have QuickBooks Enterprise. QuickBooks will now prompt you to install the XPS document writer when you open QuickBooks if you have Windows XP and it is not installed. If you do not install the XPS Document writer and restart Windows, you will not be able to print to PDF. This is an improvement over not asking to install the needed components.
Performance	QuickBooks should perform faster in large files with serial number tracking enabled.
Price Markup and Markup preferences (Available in Enterprise Solutions Only)	In the Edit Markup window, the Type of Markup will no longer change back to the default without having to save the the item. You will now be able to update the price of an item to match the new cost having a zero percentage markup. Price and markup calculation will now calculate correct when a markup value has been defined in the Time and Billing preferences. Edit Markup option will no longer be available for Service and Non-Inventory items not used in assemblies. The text label over the markup text box will now change dynamically based on the ‘Type of Markup’ chosen. The cost and price are no longer changing for build assemblies when an item cost is changed. The Use Default markup setting is no longer lost when you associate an item with a build assembly. The price markup settings on new items are now set to “use default” for cost and price updating. All items set to use default preferences for Price Markup will keep these preferences when updating to the latest release unless you manually edit the individual item. Price markup amount will calculate correctly when the Markup Type preference changes from Percent to Amount. When the Price markup preferences are set to “Ask when updating cost and price”, if you change an item’s cost while creating a bill, and you choose ‘Yes’ for updating the cost and price, the values will get updated successfully. Price markup values will be retained with proper calculations when you upgrade a company file from a prior version of QuickBooks with the preference set to “Amount over cost”. Price markup values will calculate properly when you change the global markup preference from ‘Amount’ to ‘Percent’ or vice versa. You can now set the preferences for Markup Type and they will be retained after you save. Global company preferences for Price Markup will be retained on created or updated items. Price and markup percentages are now calculated correctly when the cost and price are modified during purchases. The changes made in the Price Markup company preference will be applied correctly in the respective areas.
Reports	Double-clicking an item on the physical inventory worksheet will now correctly open a quickreport for that item rather than the edit item screen. The audit trail now shows even more detail of quantity changes done in Multi-User mode.
SDK	Accessing QuickBooks data using the SDK without opening QuickBooks will no longer cause an unexpected error.
To Dos	The display of the To Do list has been improved. You can now sort the To Do list by the Done column. To Do items can now be deleted.
User Interface	Permissions for customer payments have been improved. Pending invoices are now listed in the customer center when the filter is set to All Invoices. Using the keyboard shortcut to save a journal entry now refreshes the screen for the next entry. The names list on the timesheet now starts with employees.
Users and Permissions (Available in Enterprise Solutions Only)	A new “Find Report” permission is available. This allows you to restrict a use from viewing/printing results of the “Find” menu option. Also, you can specifically enable this to give a user permissions to view or print the results. Permissions for customer payments have been improved.

Release 4 (R4)

Inventory
(Avaialble only in Enterprise Solutions)

Cost and/or price on items will no longer incorrectly change when Automatic Price Adjustment company preferences are set to “never update item cost” and “never update sales price” and user had chosen always to update cost in previous version of QuickBooks.
When global Automatic Price Adjustment company preferences are set to “never update price” and a user updates the cost of an item on a purchase, the cost of a second, unrelated item will no longer change inadvertently.
You will now be able to change an item’s cost on a transaction if the global Automatic Price Adjustment markup preferences are set to “always update price” or “never update cost”.
Price markup type is now defaulted correctly to “percent” when a company file is updated from QuickBooks Pro or Premier to Enterprise Solutions.

Startup

QuickBooks will no longer display the Error: QuickBooks can’t start because it is already running when you open it with the “Leave QuickBooks running for quick startups” preference enabled. You can turn the preference back on after installing R4. For help turning on the preference, QuickBooks can’t start because it is already running.

Release 3 (R3)

Accountant Specific	QuickBooks Help will now open when pressing the F1 key while the Accountant Center is opened. View Changes will no longer generate a Runtime Check Failed error when special characters are in some of the transactions. QuickBooks will no longer crash when credit memos are applied to credit card charges in Client Data Review with a .QBW or .QBA company file.
Accounts Payable	The mileage rates have been updated. Setting up and using 1099s in QuickBooks has been improved.
Advanced Inventory (Avaialble only in Enterprise Solutions)	Serial or Lot Number reports will no longer include items without serial/lot numbers or negative serial/lot numbers. QuickBooks will no longer close automatically when enabling the Enhanced Inventory Receiving feature. You will now be able to bill more than you ordered after changing the quantity on purchase orders. Sample Advanced Inventory.QBW file will no longer fail during the verify process. Serial/Lot Tracking reports are now accessible from the Report Center. “Multiple” will no longer appear in the PO/Bill # column when adding additional lines to an existing bill with a reference number. Bill Credit fields will now be editable when switching from Bill to Bill Credit and Bill Credit to Bill with Enhanced Inventory turned on. QuickBooks will now close all windows when enabling Enhanced Inventory Receiving feature. Pressing the Return key after selecting “QuickView Serial Numbers” or “Add Multiple” will now open a window to select the Serial Number. QuickBooks will no longer close unexpectedly when adding large serial numbers using the Add multiple serial number option. Serial Numbers column will no longer display when viewing PDF forms. The contents will display in the description column. When there are no serial numbers present for items, the Select All Button will be disabled from the Serial Number drop-down. QuickBooks will now inform you when you use invalid delimiters (characters) with Serial Numbers. In the Inventory Center when using Advance Inventory, the search results for specific sites will now display results for that particular site. You will no longer have to close open transactions or reports prior to enabling FIFO. You will no longer be able to edit and save transactions with Lot Numbers with negative quantities. QuickBooks will no longer close unexpectedly when creating duplicate transfers from saved transactions. Customers will no longer see “Turn On Advanced Inventory” in the Inventory menu when it has been activated. Transaction List by Serial/Lot Number reportwill now display the correct signs when referring to increase and decrease of quantities. Deleted Line items in Serial.Lot Number adjustments will no longer display when the transaction is saved. On the Enter Bills form, “Select PO/Item Receipts” button text will be replaced with “Select Related Transactions”. “Duplicate Serial Numbers are no longer visible in the Qty on Hand Serial Number Quick View when opened from the Inventory Center. Purchase orders received in full with negative quantity line items will now convert correctly when Enhanced Inventory Receiving is turned on. QuickBooks now validates that all necessary information has been entered when saving an assembly item. When necessary, messaging is displayed to explain what additional information must be entered. The lot quantity can now be greater than 999.
Backup and Restore	QuickBooks backup counter now resets when a backup is created, preventing the backup reminder from displaying when a backup was just created. QuickBooks will now back up tax forms created and will also back up the auto-archived PDF tax forms associated.
Calendar	Added support for keyboard shortcuts when selecting dates in the QuickBooks Calendar. Invoices with a Pending status will no longer show open in the QuickBooks Calendar. Vehicle Mileage transactions, timesheets and YTD adjustments will now show on the calendar. Added the ability to create a To Do from the daily view of the calendar. Bill status will now show Paid/Unpaid on the calendar instead of Open/Closed. The calendar now shows both past due and upcoming items There are preferences (accessed from the Edit menu and selecting preferences) that control the features of the calendar.
Condense Data	The option to delete transactions created by condensing the company file is only available in QuickBooks Accountant and Enterprise Solutions. Condense data can now remove time and mileage activities outside the dates set during the Condense Data wizard. Options available in Condense that were previously restricted to only Accountant Edition are now available to all Enterprise Solutions editions. QuickBooks will no longer warn that Budget data may be removed at the beginning of the Condense Data process. A report of transactions that could not be removed by condense is now available to Accountant and Enterprise users.
Database	QuickBooks will no longer display the message: Message: “Another user has made changes to this Invoice or a transaction that is linked to it” when creating or editing transactions in Multi-User mode.
Document Management	Improved QuickBooks support for TWAIN compliant scanners. Improved usability of QuickBooks Document Center. Users with view only permission can no longer delete locally attached documents. Fixed an issue causing the “Attached To” column to be blank after upgrading from QuickBooks 2011 to QuickBooks 2012. Improved performance of the QuickBooks Document Center when handling a large amount of documents.
Easy Setup Interview	Asset accounts added during Express Start will now be correctly available in the Chart of Accounts. The Tab order has been improved on the Express Setup Contact Info page.
Excel (Send reports to Excel)	Reports updated from QuickBooks to Excel will keep the correct formatting. Re-sending a report to Excel will no longer cause the column header(s) to be shifted. Reports updated in Excel will now retain custom column widths saved in Excel the first time the report was used in Excel. Column headings changed in Excel are now preserved when reports are updated from QuickBooks to Excel. The Select Sheet dropdown is no longer disabled when sending a report to an existing workbook. The progress bar message used when sending reports to Excel has been updated. Send reports to Excel now supportw additional formats: 1) fill cell 2) percent 3) currency symbol 4) border lines. A first time use message is now displayed when a QuickBooks 2011 report in Excel is first updated by a send from QuickBooks 2012. Emailing a report as an Excel attachment will no longer also open a blank file in Excel. Exporting a report to Excel now remembers the Excel file name you used last time based on the company file you are in for this same report. Excel will no longer crash while exporting from QuickBooks if Office Live Plugin is installed.
Form Templates	Added improved messaging to upload Form Templates after the Template has been changed in a Data synced file.
Help	Help articles now have back and forward buttons.
Install	Many instances of the error 1603 have been fixed. You can now change your QuickBooks Pro or Premier product to a subscription (Pro Plus or Premier Plus) by calling Intuit. You do not have to uninstall and reinstall to make the change. You can also change from a subscription product back to the standard installation of Pro or Premier.
Intuit PaymentNetwork (sold separately)	The Intuit Payment Network now has a preference that allows it to be completely turned off for a company file. The Intuit Payment Network email that accompanies IPN-Linked invoices has been updated.
Inventory	Changing the sales or cost price for one item, then viewing a second item will no longer change the price of the second item. You will need to manually correct the sales price for any item that was changed to be incorrect even after installing Release 3 or later. Changing quantity on checks linked to a purchase order will now save correctly. “Print Item Information” will now replace “Print Vendor Information” when printing Item Information. You will no longer see “No data to print” message when printing the Item List with the filters of Active Inventory, Assembly. The markup price or percentage will no longer appear as zero when editing existing items that have have been updated to the latest version of QuickBooks. New Inventory Item and New Inventory Assembly menu options will now open windows specific for the item being created. In the Edit Item window, the Markup percentage will display up to 2 numbers past the decimal. Users will no longer need to click the Build & Close button twice to save build assemblies. The notes area on the Inventory Center are no longer hidden by the Transaction History. Inventory Activities menu option will no longer appear under the Inventory menu. The sub menus will appear has individual options under Inventory. Change Item Prices “Mark All” behavior has improved. The warnings for blank serial or Lot numbers now work correctly based on the preferences set for the company file. Resolved an issue where the Inventory Center does not display build assembly transactions when item filter is used
Invoices	Sent invoices will no longer show in the invoices to send list (send forms) from the File menu.
Lead Manager	The customer center now properly displays Address info fro a converted lead. The “How does this work?” link now works correctly under Lead Center. Leads can now be deleted. There is now a menu of options that can be peformed when right clicking on a Lead.
Lists	“Item is inactive” check box is now available when creating a new Sales Tax Group item.
Name History on Transactions	The email address is no longer blurred in the Name History pane on transactions.
Payroll	Fixed an issue that caused Year to Date transactions to not show on the Calendar view. Resolved an issue where Batch time sheet updates are affecting more than the selected employee Fixed an issue preventing Sick/Vacation hours from being entered as a negative value. Resolved an issue where Sick & Vacation balances do not update when editing a pending paycheck.
PDF	Resolved an issue where a Company name change is not reflected on the Send Invoice view.
Reports	The unit of measure used on the Inventory Item QuickReport is now correct. It now uses the default unit of measure for the item chosen when the item was first setup. Lot Number by Site report will now open in the sample company file. Transaction List by Serial Number report will no longer display the modified filters when clicking the Cancel button.
Reports Center	Memorized reports launched from the Reports Center instead of the Reports menu will no longer have an extra Date filter added. The Shared Reports feature has been re-activated with improved performance. The Reports Center will now open to the selected category, not just the Popular Reports category. The Favorites Menu and Tab in the reports menu and reports center now show the correct reports. The T5018 Canada sales tax report is no longer available in the US version.
Sales Tax	Changing a customer’s tax code on a Credit Memo will now correctly take affect.
Search	Filters are now correctly indented. The chosen filter shows in bold text so there is no need to expand and collapse them. Results are now presented in the same order that the categories are listed and results are alphabetized inside each category.
SDK	Modifying a Bill Payment using the SDK has been improved.
Startup	“Webconnector unable to load” message will no longer be displayed. The splash screen will no longer show QuickBooks 2011 when opening the program after changing the industry to Professional Services.
To Dos	Changing the “with” filter to “customer” in the Customer Center while viewing To Dos will now correctly show all To Dos associated with customers. To Dos can now be deleted. There is now a menu of options that can be peformed when right clicking on a To Do.
Users and Permisions (Only available in Enterprise Solutions)	A new “Find Report” permission is available. This allows you to restrict a use from viewing/printing results of the Find menu option. Also, you can specifically enable this to give a user permissions to view or print the results.
Web Email Integration	Mozilla Thunderbird is now an available selection when setting up Email integration with QuickBooks. QuickBooks will now correctly prompt for a password and send the report through email when using Webmail with QuickBooks to send reports.

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This article is provided for informational purposes and is not intended to be construed as legal, accounting, or other professional advice. For further information, please consult appropriate professional advice from your attorney and certified public accountant.

Ruth Perryman - QuickBooks Specialist Written by +Ruth Perryman, CMA, CFE, CFM, MBA

Ruth is the president of The QB Specialists, an Intuit Premier Reseller that offers huge savings and expert advice on QuickBooks POS and QuickBooks Enterprise. She is an Advanced Certified QuickBooks ProAdvisor and a member of Intuit’s Trainer/Writer Network. She is also certified in QuickBooks POS and QuickBooks Enterprise and has provided expert QuickBooks help to thousands of businesses all over the world since 1996.

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News Flash – Critical Service Notice – Updated GoPayment for iOS6 now available

Published 09/21/2012 |

By Ruth Perryman

GoPayment now works with iOS6!

Yesterday we advised you not to upgrade your iPhone or iPad to iOS6, until updates could be made to GoPayment. We worked quickly to make an updated version of GoPayment that would work optimally with Apple’s new operating system. The new version is now available in the App Store.

Once you install this latest version, you can download and use iOS6 on your mobile device without any issues.

For the latest updates on iOS6 compatibility, please visit gopayment.com or email us by visiting gopayment.com/support if you experience any issues related to the new iOS6 launch.

Thank you for your patience and continued use of GoPayment.

Intuit GoPayment Team

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This article is provided for informational purposes and is not intended to be construed as legal, accounting, or other professional advice. For further information, please consult appropriate professional advice from your attorney and certified public accountant.

Ruth Perryman - QuickBooks Specialist Written by +Ruth Perryman, CMA, CFE, CFM, MBA

Ruth is the president of The QB Specialists, an Intuit Premier Reseller that offers huge savings and expert advice on QuickBooks POS and QuickBooks Enterprise. She is an Advanced Certified QuickBooks ProAdvisor and a member of Intuit’s Trainer/Writer Network. She is also certified in QuickBooks POS and QuickBooks Enterprise and has provided expert QuickBooks help to thousands of businesses all over the world since 1996.

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News Flash – Payroll Compliance Update: Revised Tax Tables

Published 09/20/2012 |

By Ruth Perryman

Intuit QuickBooks Payroll
Payroll Update: Revised Tax TablesIntuit has released Payroll Update 21216, with revised tax tables. Several forms updates are also included for Standard and Enhanced Payroll customers. This email also contains important information about a Medicare tax rate change for 2013.

It’s important that you receive everything in the Payroll Update so that you will be in compliance with legislation that affects your payroll.

How do I know I have the Payroll Update?
To make sure that you have received the latest update, open QuickBooks and choose Employees > Get Payroll Updates. You should see a message that says,“You are using tax table version: 21216.”

If you do not have version 21216, click Update. For more detailed instructions, click here.

QuickBooks also provides an automatic updates feature for Payroll Updates. To turn it on, choose Help > Update QuickBooks. On the Options tab, select Yes for Automatic Update. For more information, click here.

Disk delivery customers: The next disk delivery is scheduled for early October 2012. If you have an internet connection, we strongly recommend that you download this update now. Simply follow these instructions to install the update.

Additional Medicare Tax Effective January 1, 2013
Beginning January 1, 2013, employers will be responsible for withholding an additional 0.9% Medicare tax on individual employee wages paid over $200,000 in a calendar year. There will be no employer match required for the additional 0.9% tax. For more information on the new requirement, click here.

Intuit QuickBooks Payroll is planning to incorporate this change in a future payroll update. You will receive additional details on any steps you need to take at that time.

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This article is provided for informational purposes and is not intended to be construed as legal, accounting, or other professional advice. For further information, please consult appropriate professional advice from your attorney and certified public accountant.

Ruth Perryman - QuickBooks Specialist Written by +Ruth Perryman, CMA, CFE, CFM, MBA

Ruth is the president of The QB Specialists, an Intuit Premier Reseller that offers huge savings and expert advice on QuickBooks POS and QuickBooks Enterprise. She is an Advanced Certified QuickBooks ProAdvisor and a member of Intuit’s Trainer/Writer Network. She is also certified in QuickBooks POS and QuickBooks Enterprise and has provided expert QuickBooks help to thousands of businesses all over the world since 1996.

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Tagged QuickBooks, QuickBooks Enterprise, QuickBooks Point of Sale, QuickBooks POS |

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News Flash – How Will Columbus Day (October 8, 2012) Affect My QuickBooks Payroll Processing

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Monthly Archives: September 2012

News Flash – How Will Columbus Day (October 8, 2012) Affect My QuickBooks Payroll Processing

News Flash – Recent changes, improvements, and fixes in QuickBooks 2012 and QuickBooks Enterprise 12.0 (R10)

News Flash – Critical Service Notice – Updated GoPayment for iOS6 now available

News Flash – Payroll Compliance Update: Revised Tax Tables

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