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QuickBooks Accountant

QuickBooks Accountant Help

News Flash – Recent changes, improvements, and fixes in QuickBooks 2011 and QuickBooks Enterprise 11.0 (R13)

The following changes, improvements, and fixes were made to QuickBooks Pro 2011, QuickBooks Premier 2011, and Enterprise Solutions 11.0. Later releases (ones with higher numbers) include all changes in earlier releases.

Release 13 (R13)

Accountant’s Copy
  • Updated where the Accountant’s Copy is being sent to for the client activity “Send to Accountant…”
Release 12 (R12)

File Operations
  • The messaging displayed when converting a file between the Windows and Macintosh versions of QuickBooks has been updated.
Help
  • QuickBooks help links will no longer work in browser windows that are not opened by QuickBooks.
  • Several help topics have been updated.
Install
  • It is easier to upgrade to QuickBooks 2013.
  • The articles referenced during install have been updated.
Release 11 (R11)

QuickBooks Merchant Services
  • You no longer need to be an admin to process credit card payments.
Sales Forms
  • QuickBooks will no longer display unrecoverable errors and close when using, saving or sending Sales Forms or Items. This was happening on Sales Orders, Invoices, Purchase Orders and other forms.
Release 10 (R10)

Accounts Payable
  • The account is now correctly filled when writing a check to a vendor if the “Automatically Recall last transaction for this name” preference is enabled.
Accounts Receivable
  • The confirmation dialog to record your changes to to the check now correctly appears after changing a payment that is linked to a check.
Add Multiple Items
  • QuickBooks should no longer display unrecoverable error 14461 13861 when duplicating a row in the Add/Edit Multiple screen.
  • QuickBooks will no longer display the error 0 non-inventory records have been saved when duplicating a row in the Add/Edit Multiple List Entries window.
Application Integration
  • The tax line assignments for new company files created by choosing the Rental industry have been updated.
Email Sales Forms and Statements
  • You can now edit transactions flagged to email without adding a duplicate email to the Send Forms list.
Excel (Send reports to Excel)
  • Tax tracking types will now show up correctly when viewing the Payroll Summary by Tax Tracking Type report in Excel.
Form Templates
  • Changes made to a sales order template with the Backordered and Invoiced columns selected to print, will now be saved.
Help
  • The Help for Report Center will now display corresponding help content when launched and the “About saving credit card information link” topic has been updated.
Install
  • Error 1334 should now only be seen when updating from R1. It should not happen if you are updating from R3 or later to the latest release.
  • Some customers will have an icon that allows them to perform a 1-Click Upgrade to a newer QuickBooks version. This is in place of needing to download and install the new version after purchase. It happens automatically as part of the purchase process.
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.
  • Instead of using Sync, you can now download payments received via PaymentNetwork directly into QuickBooks 2011. You see a list of payments, with under- and over-payments flagged, and can choose which to record. QuickBooks marks the invoices “paid”, records receipt of payment, and optionally records the bank deposit. To access: Open the Online Services/Online Solutions menu, select Intuit PaymentNetwork, click Download Payments, and sign in with your PaymentNetwork password.
Inventory
  • The Clear Quantities button on checks written Purchase Orders will now correctly clear the quantities and free up the received quantities on the PO.
Invoices
  • QuickBooks will no longer crash when a sales transaction (eg., invoice) is edited and saved using ‘Save’ button.
New User Setup
  • The Add People or Products and services feature in the QuickBooks Setup window has been improved.
Payroll
  • Paychecks are now excluded from the Deposit Detail Report.
  • QuickBooks will no longer print Company Contributions in the taxable section of the paystub when they are actually not taxable.
Payroll: E-file and Pay
  • QuickBooks will now properly update the pin vault when the E-File and Pay pin is changed.
Printing
  • QuickBooks will now print deposit slips correctly when a custom payment method is used.
Product Updates
  • Automatic update is no longer defaulted to on until the terms and conditions have been accepted.
QuickBooks Online Banking
  • The Bank URL, Fee WebSite and Support URL are no longer missing in the Contact FI info to request PIN screen.
QuickBooks Time Tracker
  • Time Tracker access points have been removed.
Reports
  • Emailing reports now works correctly.
  • QuickBooks will now display the correct quantity when the QTY column is added to the Transaction by Payroll Item report.
Shipping Manager
  • The calculation for shipping estimates in the USPS shipping manager has been updated.
Users and Permissions (Only available in Enterprise Solutions)
  • QuickBooks will no longer allow users with view only access to Receive Payments save any edits made.
Release 9 (R9)

Accountant’s Copy
  • The error “Warning: There was a problem sending changes to the accountant copy file transfer server…” will no longer be caused by entering long dashes in MS Word and pasting them into the Additional Notes.
  • Using the Accountants File Transfer Service to convert a QB 2009 client’s file with QBA 2011 will no longer give the following incorrect msg: “The accountant’s Copy transfer file came from QuickBooks 2009. You can edit it with QuickBooks Accountant 2011……” The message is incorrect – you can only edit files from the previous year’s version.
Advanced Inventory – Only available in Enterprise Solutions
  • The site quantities will no longer be incorrect when an item transfer transaction is duplicated and then the quantities changed before the new transaction is saved.
  • Manually closing a Sales Order will no longer cause verify to report problems with the data file incorrectly.
Client Data Review
  • Client Data Review will no longer unexpectedly close when using the Troubleshoot Inventory feature and changing the filter criteria.
  • Client Data Review will no longer unexpectedly close when filtering by account in the “Fix unapplied customer payments and credits” feature.
File Operations
  • Rebuilding your company file will no longer get stuck on the message: Working: Rebuilding data when there are special characters in the online payee records.
  • When QuickBooks matched an online payee prior to R9, the logic decided which name field to use (name, name on check, or address line 0) based on name type (customer, employee, other). Now all the possible fields that could contain the correct name (name, address line 0, address line 1, name on check, first-middle-last) – are compared to the online payee to find the right match. Verify data should now only report a problem when there is no match.
  • 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.
  • Company files from newer releases will no longer produce an error during Verify data or a backup in releases of QuickBooks 2009 prior to R6.
Form Templates
  • Sent invoices will no longer show in the invoices to send list (send forms) from the File menu.
  • QuickBooks will no longer attempt to send all selected items when double clicking an item in the Send Forms screen. The edit email window will open.
  • Sending templates from QuickBooks to mobile devices that use QuickBooks Connect will now preserve more of the color settings of the template.
Install
  • Many instances of the error 1603 have been fixed.
Intuit Payment Network
  • The Enable online payment checkbox on the invoice now allows you to add or remove the links for
    • This Invoice only
    • All invoices for this customer
    • All invoices for all customers
  • The Edit Payment Info Tab in the customer center now includes Customer Level Preferences for turning the IPN links on and off. It has 3 options
    • Follow Company Default
    • Always On For This Customer
    • Always Off For this Cutomer
  • Sign Up to Inuit Payment Network  Alert will now show when Saving the Invoice.
  • The payments preferences page now has the following options
    • Include online payment link on emailed invoices – On click alerts the users that this will not override their customer settings for customer.
    • Include online payment link on printed invoices
    • Intuit Payment Network Email
    • Turn off all online payment links – Pops up caution dialog and the user has to type ‘yes’ to completely turn off all IPN links. Progress indicators are used and a message indicates that all IPN links have been turned off.
  • Email to payor with invoice has IPN links and the learn more link. And the pdf containing the invoice and the IPN link is attached with the mail.
  • The Add/Edit Multiple List Entries feature will now contain an online payment link when viewing customers.
Inventory
  • QuickBooks will no longer display the wrong quantities on an Inventory Item QuickReport when the item quantity has an opening balance for the date range of the report.
  • The Inventory Item QuickReport now calculates the Quantity correctly, even when there are multiple Units of Measure set up.
  • The Change Item Prices “Mark All” selection is now working correctly.
  • The physical inventory worksheet will now quickzoom to the item quickreport instead of the edit item window.
  • Price levels no longer round to 2 digits when “no rounding” is selected.
Payroll
  • When you turn on the phone number to print on paystubs, the phone number will no longer print in the return address section too.
  • Sick and vacation balances now update when editing a pending paycheck.
  • QuickBooks now has the ability to detect your subscription if you are an Enhanced Payroll for Accountants subscriber.
QuickBooks Online Services
  • The R9 release, when installed from the full product download, will now include Intuit Sync Manager version 4.5.
Reports
  • The audit trail report now includes better tracking of the user (in MU mode) that makes changes to a transaction.
  • Custom fields for transactions are now available in Custom Advanced Reporting.
  • More contacts are available in Custom Advanced Reporting.
Startup
  • In some cases a old QuickBooks related service was preventing QuickBooks from opening correctly after installing an update. QuickBooks should now open correctly after the R9 update is installed.
User Interface
  • Closing the write checks screen will no longer cause QuickBooks to unexpectedly close when there are multiple bank accounts.
Release 8 (R8)

Memorized Transactions
  • QuickBooks will no longer unexpectedly close or display the error “QuickBooks has stopped working” when creating or editing memorized transactions.
Release 7 (R7)

Accountants Receivable
  • When you create more than one invoice for a percentage of an Estimate that includes a discount, the discount amount now calculates correctly on all invoices for the estimate.
  • “Assertion Error” will no longer appear when a new inventory item is created from the invoice and the transaction is saved when clicking the icon on the invoice toolbar.
Advanced Inventory
  • “Transaction is not in balance” message will no longer appear when deleting or editing lines on inventory transfers.
  • Inventory Stock Status by Site and Inventory Valuation Summary by Site reports will show active items only.
Client Data Review
  • If you have signed up for QuickBooks Mail Invoices, you can now send batch invoices from the Collections Center.
Connected Services
  • Users will no longer get a runtime error if Launchpad is closed during a template upload
  • QBWin.log will no longer show a LVL error when Launchpad is opened.
  • Data Sync Help links now point to QuickBooks Support site rather than AssistanceCentral.
  • Intuit Sync Manager is now installed as a QuickBooks SDK application to prevent QuickBooks from closing with an unexpected error.
Custom Reports (Enterprise Only)
  • QuickBooks should no longer display the message “Data Truncated” when using the ODBC reporting feature.
Excel
  • Payroll reports in Excel now work with Excel 2010 64-bit.
File Operations
  • The .TLG file will no longer increase in size when the program installs an update.
  • Verify/Rebuild will now detect and fix when an Online Payee name differs from the corresponding Vendor.
  • The Password reset tool no longer treats the username as case sensitive.
  • The password reset function inside QuickBooks will now work for files from older versions of QuickBooks.
  • QuickBooks Pro will no longer display an unexpected error message and close when more than the max number of users try to log into the company file.
  • QuickBooks has been improved to help prevent Data corruption in the event of a power outage.
  • Verify Log File will now display the Transaction No (number) and Form No which are displayed in the QuickBooks form.
  • QuickBooks Windows now shows a one-time message when the user goes to File>Utilities>Copy company file for QuickBooks Mac.
  • QuickBooks will now correctly prompt for a backup to be made when updating a company file from an Pro or Premier 2011 version to an Enterprise solutions 11.0 version.
Form Templates
  • Downloaded Templates will now keep formatting and color scheme once imported into QuickBooks 2011.
Help
  • Several Help topics have updated content and the help pane has been improved.
Intuit Data Protect
  • Enhanced the refresh time for Intuit Data Protect to show a more accurate status on the Home page.
Intuit Payment Network
  • IPN footer no longer appears on emailed or printed invoices when online payment is disabled.
  • Intuit PaymentsNetwork link on emailed invoices has been shortened by removing the “To:” and “From:” email addresses on the IPN url.
Invoices
  • Sales Tax Group items are filtered out from the Item Code field on invoices.
No Company Open Window Improvements  (available in QuickBooks Pro Plus, QuickBooks Premier Plus,  QuickBooks Accountant PAP)
  • QuickBooks now displays the last Date/Time modified and the file size for company files listed in the No Company Open window.
  • When you put your mouse over longer filenames that are not complete displayed in the No Company Open screen, you will see a tooltip that gives the full filename.
One Click Bill Payment (available in QuickBooks Pro Plus, QuickBooks Premier Plus,  QuickBooks Accountant PAP)
  • You can now enter a payment for a bill using the button the Bill and all the fields will be filled in to create the payment.
Payroll
  • Send Payroll reports to Excel should work with Excel 2010 64-bit.
  • Enhanced the way sick/vacation balances show on historical paychecks in order to reflect more accurate balances.
  • More fields are available on employee records in QuickBooks for customers who have a payroll subscription.
  • Pay period end date and begin date, columns and filters have been added to transaction reports.
  • QuickBooks now allows automatic export of tax forms to the tax form viewer.
QuickBooks File Manager
  • You will now be able to adjust the Help window to view Help and work in QuickBooks File Manager simultaneously.
QuickBooks Merchant Services
  • QuickBooks no longer closes with an unexpected error while downloading fee transactions when the memo field contains non-alphanumeric characters.
QuickBooks Setup
  • Opening Balances entered with a future date through QuickBooks Setup will have invoices and journal entries reflecting the date entered and not current date.
SDK
  • It is no longer necessary to turn off and turn back on UAC (including system restart) when the SDK is having trouble connecting to QuickBooks.
Shipping Manager
  • QuickBooks Shipping Manager will now work with the United States Postal Service.
User Interface
  • The Doc Center icon no longer reappears after it is deleted.
Release 6 (R6)

Collections Center
  • QuickBooks will now allow users to delete a Customer Note before sending emails from the Collections Center.
Form Templates
  • Importing and customizing sales form templates will no longer cause the unrecoverable error 14867 99905.
Help
  • Send troubleshooting information to your support agent
    • Sends data from QuickBooks in-product browser and makes the data immediately available to agents.
    • Data sent includes OS, disk space, options in use, size of tables and more.
  • Integrated Help (available in Pro Plus, Premier Plus & Premier PAP)
    • A search box and button have been added to the QuickBooks menu bar to allow quick access to online help.
    • A single search now queries the QuickBooks in-product help, the Intuit Communities and the QuickBooks support website for answers.
  • Built in Password Reset
    • QuickBooks can now reset your company file admin password from within the program.
    • Correct registration and license information is required to complete the process (to verify your identity).
  • Enhanced the way Help displays when changing the default Windows 7 font to a larger font.
  • Enhanced display issues when loading graphics in Help.
  • QuickBooks Automatic Data Recovery (not available for Premier Accountant and Enterprise Solutions at this time)
    • QuickBooks Pro, Pro Plus, Premier and Premier Plus now automatically create a copy of the data file. This can be used to do automatic data recovery should the file become damaged.
Intuit Data Protect
  • The Intuit Data Protect System Tray icon will no longer load for unsubscribed users.
Intuit Payment Network
  • Batch invoices will now have a selection to add the Intuit Payment Network link to them.
  • QuickBooks will no longer become temporarily unresponsive when selecting Allow Online Payment and Send Invoice Via Email while creating an invoice.
Inventory
  • The build point of an Assembly Item will now reflect properly on the items Reorder point.
  • QuickBooks will now display the “You don’t have enough quantity to sell” message when appropriate while generating an Invoice from an Estimate or Sales order.
  • Added the ability to remove line items from Inventory Adjustments after the document has been saved.
Invoices
  • Batch Invoicing for Time and Expenses (Available in Premier Plus and Premier Accountant PAP.)
    • Users can view billable transactions for multiple customers and view the billable amounts for time, expenses, mileage, and purchased items.
    • Select the customers to be invoiced, generate invoices, and select delivery options (email or printed).
Memorized Transactions
  • Memorized Transactions Improvements (Available in Pro Plus, Premier Plus and Premier Accountant PAP.)
    • The prompt to enter memorized transactions when opening QuickBooks has been replaced with a list of memorized transactions ready to be entered.
    • You can now choose “Do not display in the future” when prompted to enter a memorized transaction.
Payroll
  • The Print checks window now correctly show payroll checks in the print queue.
  • QuickBooks should no longer incorrectly display Error PS036 when you try to validate your payroll subscription.
PDF
  • The XPS Document Driver will now install properly if .Net is already installed on the computer.
QuickBooks Connected Services
  • Intuit Data Sync (Sync Manager) will no longer fail to connect to company files that have special characters in the Company Name inside QuickBooks.
  • Launchpad Improvements (Available in Pro, Premier, Premier Accountant, Pro Plus and Premier Plus.)
    • The launchpad feature can now be updated without a QuickBooks release patch.
    • Launchpad can track unique users within QuickBooks Desktop based on the company file name.
    • QuickBooks can now detect new Connected Services Applications that have not been setup yet and prompt the user to set them up.

QuickBooks File Manager
  • You will no longer see the “Files Assignment May Change” dialog when you remove your client list and then update it.
Reminders
  • Inventory Items without a description will no longer display the description of the item above in the Inventory to Reorder section.
Reports
  • The transaction journal report now displays the Debit and Credit columns automatically in more cases.
  • When you combine multiple Profit and Loss reports, inactive accounts will no longer appear on the report.
  • Custom field views for MLI will now be available in OBDC reports.
  • Multi Location Inventory (MLI) views are now available when creating reports using ODBC.
  • New columns have been added for ODBC reporting.
SDK
  • Unit of Measure will now correctly import when there are more than 2 digits to the right of the decimal point in the conversion ratio.
User Interface
  • The transaction journal report now displays the Debit and Credit columns automatically in more cases.
  • New tab on Transaction pane for information specific to the current transaction (Available in Pro Plus, Premier Plus and Premier Accountant PAP.)
    • See who created and edited a transaction
    • When it was emailed
    • What transactions were related to it
    • New ability to create notes on supported transactions
Release 5 (R5)

Client Data Review
  • Vendor names are no longer missing in the Client Data Review Reclassify Transactions feature. They were missing when using this feature with Release 4.
File Operations
  • QuickBooks will no longer erroneously display the message “A Data problem prevents QuickBooks from continuing” when running the verify data utility or a backup that includes the verify process. This message was being displayed erroneously in some cases. If this message is displayed in Release 5 or later, the message is correct and you should follow the instructions on the message.
QuickBooks Online Services
  • 1-Click-Sync will no longer fail when the company file has special characters in the name.
Release 4 (R4)

Accountant’s Copy
  • You will now receive the correct account status messages when trying to connect to the Accountant’s Copy File Transfer Service.
Accounts receivable
  • Billed Data and Due Date now function correctly on memorized transactions.
Advanced Inventory
  • The “Total Quantity” field in the Add/Edit Multiple List Entries correctly reflects the total quantity for all locations.
  • QuickBooks will now copy reorder points correctly when using the Copy Down option in the Open Inventory site information screen.
  • QuickBooks will now calculate adjusted item values properly in Inventory Adjustment transactions when Advanced Inventory is enabled
  • When using “Copy Down” in the Add/Edit Multiple List Entries screen to copy similar Site Reorder Points or Site Quantities, QuickBooks now copies the similar information down.
Business Planner
  • The Business Planner in Windows 2008 Server no longer displays the error “”version has stopped working”.
Client Data Review
  • You can now reclassify item-based transactions to or from balance sheet accounts using Client Data Review.
  • A wrench icon has been added for the “Find Incorrectly Paid Payroll Liabilities” link on the Client Data Review Center. This should make it easier to identify this link as a tool.
Company Snapshot
  • QuickBooks will no longer display an unexpected or unrecoverable error and close after viewing a newly deleting a newly created account that was viewed in the company snapshot.
Custom Reports
  • ODBC Reporting now includes hierarchical names for names lists.
  • ODBC Reports can now include payroll data.
  • Custom Advanced Reporting permissions have been improved.
  • The Sales Tax Code list is now available in ODBC reporting.
File Operations
  • Icons for QuickBooks Plus subscription versions will now show that they are for QuickBooks Plus.
  • QuickBooks should no longer display the (-6129, -143) or (-6000,-99003) error codes when opening a company file.
Help
  • All tutorials now display the completed checkbox once the tutorial has been finished.
  • E-book link now opens the correct page from the Learning Center Tutorials.
  • The help topic for Average Days to Pay now correctly points to the Average Days to Pay report.
Intuit Statement Writer
  • ISW will now function correctly with Office 2010 32 bit.  The 64 bit version of Office is not supported with ISW.
  • The messaging displayed when attempting to use ISW with 64-bit Office 2010 has been updated.
  • ISW Update Manager now checks for updates on a weekly schedule.
  • ISW will close (and install the updates)  if you choose to install updates when you open the program.
  • The correct version, version year, and copyright year appear in the “About ISW” box.
  • If an update to ISW is damaged during the download you will be prompted to try again or cancel.  If you cancel you will be prompted to download the update the next time ISW is opened.
  • You will be prompted to install available updates the next time you launch ISW after canceling the installation in a prior session.  Previously, the prompt never appeared again.
Inventory
  • Inactive items can now be hidden on the Change Item Prices window.
  • Inventory Adjustments can now be entered with zero value adjustments.
Multi-Instance  (available in QuickBooks Accountant and QuickBooks Enterprise Solutions)
  • Save Forms as PDF no longer restricted in a second instance of QuickBooks.
  • Send Forms is no longer restricted in a second instance of QuickBooks.
New User Setup
  • QuickBooks Coach can now be disabled in files that are converted from QuickBooks 2010 where the Coach was enabled.
  • QuickBooks Easy Setup now requires single user mode to open.
Payroll
  • QuickBooks no longer displays the message “One or more of your paychecks are dated earlier than 09/09/2027″ when transmitting payroll.
QuickBooks File Manager
  • Users can now drag and drop files into QB File Manager to create a new client folder.
  • Renamed clients will now be sorted alphabetically.
  • You can now drag a single file from your desktop to a QFM client without having all desktop files and folders listed in the client after a refresh.
  • If you choose the option to “Add multiple clients at a time (select a folder containing multiple client sub folders)” you will be prompted to us the selected folder if it does not contain any subfolders.
  • The Client List Setup Wizard will no longer automatically open after setting up Client Lists.
  • A password is no longer required when changing from a client level login to a file level login.
  • You will now be prompted that the name exists if you add a duplicate Client and the existing name will be highlighted.
  • Password Vault credentials are retained when merging 2 QB File Manager Clients.
  • QuickBooks File Manager no longer shows all company files as “version unknown” when a single file is damaged. Only the damaged company file(s) will show as version unknown.
  • New file command, “Open Second Company” this new command will open a second instance of QuickBooks so you can refer to or work in a second company file without closing the first.
  • Username recovery and password reset have been improved for QuickBooks File Manager.
QuickBooks Online Backup
  • Upon completion of a Local Backup, QuickBooks no longer displays the offer to use Online Backup after you have clicked No Thanks.
  • The Learn More link now launches Intuit Data Protect correctly.
  • The correct Connected Services landing page will open for Accountant users.
  • The Backup Wizard now remembers the previously used selection for Online Backup or Local Backup when performing the next backup.
  • The Backup Status messaging on the Home Page has been updated.
  • QuickBooks will no longer display the crash error code 1445027903.
QuickBooks Online Banking
  • There is help content displayed that says “delete the amount from the first line and add it to the line with the prefilled account” when customers have first setup an account prefill.
Reports
  • Quick Zoom of Inventory Valuation Summary by Site Report now displays the On Hand quantity correctly.
  • The History pane will no longer reopen when moving between transactions with different templates.
  • The History pane will now display on the Sales Order form.
  • QuickBooks users without the proper permissions will be prevented from accessing unauthorized transactions from summary reports.
  • Average Days to Pay Summary report now shows the correct information when a new payment is recorded.
Web email integration
  • Pressing the ESC key while the Send Form dialog is open will cancel any emails from being processed.
Release 3 (R3)

Accountant-specific
  • The QuickBooks File Manager now correctly shows the version of portable company files.
  • QuickBooks no longer displays the message “You Need Full Access” when entering time in a second instance of QuickBooks.
Accountant’s Copy
  • The messaging for subscribing to the Accountant Copy File Transfer Service has been improved.
Accounts receivable
  • If you have signed up for QuickBooks Mail Invoices, you can now send batch invoices from the Collections Center.
Company file upgrade
  • QuickBooks will no longer crash when converting a Quicken 2010 file on a Windows XP computer.
Install
  • Setup.exe no longer encounters an error at the end of installation.
  • QuickBooks installer correctly detects the screen resolution and allows the install to continue.
  • QuickBooks no longer encounters an unexpected error when converting a file from Quicken 2010.
Intuit Payment Network
  • Paid invoices that are re-sent do not display the Intuit Payment Network link.
Inventory
  • Instructions in the Help topic for switching to Multi Location Inventory have been updated.
  • The Inventory Adjustment screen now shows “New Global Value” when Multi Location Inventory is activated.
Invoices
  • You can now set a preference to remove the Intuit Payment Network link from printed invoices.
Multi-Instance  (available in QuickBooks Accountant and QuickBooks Enterprise Solutions)
  • The options to set up Budgets and Forecasts are now correctly restricted in all company files opened in a second instance of QuickBooks.
  • QuickBooks now displays a warning message that payroll schedules cannot be added, edited, deleted, or inactivated in a second instance of QuickBooks.
  • QuickBooks no longer displays multi-instance restriction messages when you only have one instance open.
Payroll
  • QuickBooks no longer displays the message “QuickBooks Payroll Service could not validate your PIN” when sending direct deposit checks.
PDF
  • Company logos attached to forms (invoices, statements, sales orders, etc.) that are in the .tif image format now display correctly on those forms.
Product Updates
  • QuickBooks displays errors 1310 and 1321 much less often when installing QuickBooks updates.
QuickBooks Setup
  • You can now modify customer or vendor balances when adding them through the QuickBooks Setup feature.
  • The “Top Mistakes to avoid” link in the Quick Start Center now opens to the correct address.
Reports
  • If you use ODBC, you can now view data for nonposting transactions.
SDK
  • QuickBooks will no longer display the message “PurchaseOrderQuery Internal error 1000″ when using a third-party application to modify or create purchase orders in QuickBooks.
Search
  • The Close button in the Search window is no longer hidden.
Startup
  • You will no longer see the message “An empty QuickBooks window already exists, so QuickBooks will use that window” when QuickBooks has been run in the background by an online service or third-party application and you have opened it using the icon.
Users and permissions
  • Viewing paycheck information has been made more secure.
  • Permissions now allow a user to be restricted from writing a check in an account they do not have access to, even when they have been assigned Sensitive Accounting rights.
Web email integration
  • You can now purchase QuickBooks Email to send forms and reports from QuickBooks.
  • QuickBooks sends email through Yahoo using the SSL protocol for increased security.
Release 1 (R1)

QuickBooks 2011 includes several new features that help small business owners find important data quickly when they need it, perform everyday tasks more efficiently and access essential business information remotely.

Customer Snapshot
  • Offers a consolidated view of an individual customer’s purchase history, average days to pay, and outstanding balance. This helps small businesses make timely decisions on customer requests.
QuickBooks Search
  • Lets users quickly locate any customer, account, report or invoice details within their QuickBooks repository with a simple keyword search.
Customer and Vendor History
  • Provides at-a-glance views of important customer and vendor details, such as history, estimates and past orders, on a single screen.
Balance Sheet by Class
  • Provides a way for QuickBooks Premier users to separately track multiple funds, departments or locations in a single, easy-to-access report.
Batch Invoicing
  • Lets small business owners who often bill many customers for the same service streamline the process by creating one template invoice to send to all related customers.
Yahoo, Gmail, Hotmail Integration
  • Allows businesses to easily send invoices, estimates, and other e-mails from their preferred webmail service directly from QuickBooks.
Collections Center
  • Helps users to quickly identify overdue and almost-due invoices, and then directly e-mail collection notices from their Outlook, Yahoo, Gmail, or Hotmail accounts.
Intuit PaymentNetwork (sold separately)
  • Provides a way for a small business’s customers to instantly pay their invoices.
Multi-Instance  (available in QuickBooks Accountant and QuickBooks Enterprise Solutions)
  • Allows users to work in two different company files at the same time.
File Manager  (available in QuickBooks Accountant and QuickBooks Enterprise Solutions)
  • Enables users to manage all client QuickBooks files by version year, edition, and location, or group them by common characteristics set by the accountant. A built-in password vault stores user names and passwords in one place. It also automates the process of upgrading clients’ QuickBooks files in batch to the latest version year.

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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

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News Flash – Recent changes, improvements, and fixes in QuickBooks 2012 and QuickBooks Enterprise 12.0 (R14)

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 14 (R14)

Accountant’s Copy
  • Updated where the Accountant’s Copy connects to for the following functions: “Send to Accountant…”, “View/Export Changes for Client…”, and “Import Accountant’s Changes from Web”
File Operations
  • Company address and Payroll Liability Adjustments are no longer missing when exporting data to QuickBooks Online.
Other
  • One-click in-product version upgrade is a mechanism aimed at enhancing the customer experience by providing a fast and easy way to upgrade to a newer version of QuickBooks from in-product. Benefits of one-click are two-fold – a) deliver a silent download of the software locally to users machines, and b) reduce the number of steps required for purchase and installation.
Payroll
  • QuickBooks will no longer incorrectly warn users there are paychecks to send.

Release 12 (R12)

Advanced Inventory (Enterprise Only)
  • You can now use Find to locate item receipts when Enhanced Inventory Receiving is on.
Easy Step Interview
  • Using the detail setup to create a new company file and clicking the leave button will no longer cause QuickBooks to unexpectedly close.
File Operations
  • QuickBooks will no longer display Unknown software exception error when upgrading file from 2010 R15 to 2012.
Help
  • Many help topics have been updated.
Install
  • The messaging in the installer now points to updated content.
Payroll
  • You can now record the voiding of a YTD payroll transaction.
  • Preview Paycheck will no longer incorrectly change the amount on a deduction with a non-annual limit. (
  • Report links are no longer missing from the Employee center.
Performance
  • QuickBooks preferences for Search will now be retained to what it was prior to upgrading

Release 11 (R11)

Accountant Specific
  • The QuickBooks File Manager in Bookkeeper edition can now convert Accountant’s Copy transfer files to QBA files.
Accounts Payable
  • Creating an item receipt for non-inventory parts from a bill when Enhanced Inventory Receiving is enabled will now correctly affect the associated expense account for the items instead of the income account for the items.
Advanced Inventory (Enterprise Only)
  • Site filtering is no longer ignored on the Inventory Center when doing custom searches.
  • Removing the site entered on a purhcase order will no longer cause verify to fail.
Client Data Review
  • The Unexpected Error C=47 or an Unrecoverable Error will no longer display when applying credit memos to checks or credit card charges with different exchange rates in multi-currency files.
File Operations
  • QuickBooks will now display a message when opening a file that the lists (Customer, Vendor, Employee) have been duplicated\damaged. The file will not be opened, and a link to download the File Diagnostic Tool will be provided.
  • QuickBooks will no longer display the error “Unable to Reset the QuickBooks Administrator password at this time.” when trying to reset the password using the “I forgot my password” link on the login window.
  • Notes added to items in multi user mode are now correctly saved.
Help
  • Many help topics have been updated.
  • The in product messaging that explains converting files from Windows to Mac has been improved.
Intuit Data Protect
  • Intuit Data Protect backup status on the Home page has been improved.
Intuit Statement Writer
  • The video “Watch how easy this is” within QuickBooks Statement Writer now loads properly.
Inventory
  • Changing the quantity received on a bill, clicking ‘Show PO’, and saving the edited purchase order, will no longer cause the amount of the quantity showing on the bill to revert back to the original amount of the purchase order.
Payroll
  • QuickBooks will now only prompt to update a matching item on a YTD adjustment when the tax rates are supposed to match.
  • New liability checks are created using the next available check number when appropriate.
  • Liability checks created as To Print now have the To be printed check box selected.
File Operations
  • QuickBooks will now display a message when opening a file that the lists (Customer, Vendor, Employee) have been duplicated\damaged. The file will not be opened, and a link to download the File Diagnostic Tool will be provided.
  • QuickBooks will no longer display the error “Unable to Reset the QuickBooks Administrator password at this time.” when trying to reset the password using the “I forgot my password” link on the login window.
  • Notes added to items in multi user mode are now correctly saved.
QuickBooks Attached Documents
  • QuickBooks will no longer display 11/25/1933 in the Date Added column on the Document Center.
QuickBooks Merchant Services
  • The menu option Link Payment Services to Company File will be removed after a successful link is performed.
QuickBooks Online Banking
  • Many instances of the OL-392 online banking error have been fixed.
Reports
  • The Physical Inventory Worksheet will now remain correctly filtered if you close and re-open QuickBooks while the report is on the screen.
Startup
  • QuickBooks Bookkeeper can now coexist with other releases of QuickBooks 2012.

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

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

Ruth is the an Intuit Premier Reseller that offers great deals on QuickBooks POS and QuickBooks Enterprise. She has provided expert QuickBooks help to thousands of businesses all over the world since 1996.

Visit our webstore for great deals on QuickBooks and QuickBooks POS!

News Flash – More Issues with QuickBooks 2013 R7 Update

Reports have been flowing in for the last week about all sorts of bugs with the latest QuickBooks 2013 R7 update.

This update, along with the equally buggy recent QuickBooks POS 2013 R4/R5 update, is a perfect example of why everyone should wait a few weeks to install updates.

Yes, updates often don’t cause any problems at all. But, things seem to be going from bad to worse over there at Intuit this year. Seriously, R5 and R6 were the only stable versions of QuickBooks 2013. What the heck is going on?

So, if you didn’t read my blog post last week about the issues with R7, you may be one of the unfortunate ones that updated. If it’s driving you crazy, you can uninstall it and re-install R6. Here are the download links:

QuickBooks Pro 2013:

http://http-download.intuit.com/http.intuit/Downloads/2013/US_R6/Setup_QuickBooksPro2013.exe

QuickBooks Premier 2013 (all versions including Accountant):

http://http-download.intuit.com/http.intuit/Downloads/2013/US_R6/Setup_QuickBooksPremier2013.exe

QuickBooks Enterprise 2013:

http://http-download.intuit.com/http.intuit/Downloads/2013/US_R6/Setup_QuickBooksEnterprise13.exe

If you choose to re-install from a CD (which will likely be R1) do not open your file, until you’ve updated it to R6.

Here’s the R6 manual patch:

http://http-download.intuit.com/http.intuit/Downloads/2013/US_R6/WebPatch/qbwebpatch.exe


Get free QuickBooks support and training!
LinkedIn   Google+   FaceBook

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

Ruth is the an Intuit Premier Reseller that offers great deals on QuickBooks POS and QuickBooks Enterprise. She has provided expert QuickBooks help to thousands of businesses all over the world since 1996.

Visit our webstore for great deals on QuickBooks and QuickBooks POS!

News Flash – 50% off QuickBooks Accountant 2013 – June 11th and 12th

quickbooks

accountant-50Intuit® QuickBooks® Accountant 2013

Faster and more powerful than ever

Serve clients better and boost efficiency with 21 exclusive tools
  • Save time by emailing journal entries your clients can import
  • Improve accuracy with tools for finding/fixing errors
  • Streamline work by entering 1,000+ transactions in batch

 

 


Get free QuickBooks support and training!
LinkedIn   Google+   FaceBook

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

Ruth is the an Intuit Premier Reseller that offers great deals on QuickBooks POS and QuickBooks Enterprise. She has provided expert QuickBooks help to thousands of businesses all over the world since 1996.

Visit our webstore for great deals on QuickBooks and QuickBooks POS!