What's new in QuickBooks 2016 17.2.32.726 R33
Mar 11, 2019
New in QuickBooks 2016 17.2.31.722 R32.1 (Jan 28, 2019)
- macOS Compatibility - Application launches
New in QuickBooks 2016 17.2.31.720 R32 (Dec 21, 2018)
- Compatibility update for QuickBooks 2016 Mac R32 Update
New in QuickBooks 2016 17.2.31.718 R32 (Dec 20, 2018)
- Updated 1096 form for tax year 2018
- Upgrade to Latest links
- Stability / Performance
New in QuickBooks 2016 17.2.30.708 R31 (Nov 11, 2018)
- Customer Center
- Email PDF
- Stability / Performance
- Toolbar
- Upgrade to Latest menu item
- Write Checks
New in QuickBooks 2016 17.2.29.702 R30 (Nov 1, 2018)
- 1099 Report calculations
- PAID Stamp on Invoices
- Stability / Performance
- Upgrade to Latest menu item
New in QuickBooks 2016 17.2.27.682 R28 (Jun 14, 2018)
- Changes in the following areas (but not limited to):
- Forms UI
- Merchant Services
- New Company Setup
- Preferences
- Reconcile
New in QuickBooks 2016 17.2.26.664 R27 (Mar 16, 2018)
- Lists:
- Fixed a crash that could sometimes occur re-arranging credit card items in Chart of Accounts.
- Payments:
- Fixed a problem where a received payment from Merchant Services would sometimes prompt to save a $0.00 transaction.
- Fixed a crash that could sometimes occur while using a payments wallet with old card data.
- Improved error handling for processing of expired credit cards.
- Fixed a problem where a 404 error would sometimes occur trying to add a new card.
- Improved error handling for processing of characters in credit card number field.
- Improved error handling for processing of declined credit cards.
- Fixed a problem where newly added credit cards in Customer edit window were not being saved.
- Fixed an issue that caused credit card swipers to no longer work
- Preferences:
- Fixed a crash that could sometimes occur modifying a transaction before closing date.
- Fixed a problem where setting a closing date password would not allow transaction edits correctly
- Sales Tax:
- Fixed a problem where Tax payments could not be cleared using adjustements.
- Snapshot:
- Fixed a problem where Snapshot Expense pie chart would sometimes not include sub-accounts.
- Time Tracking:
- Fixed a problem where quickzoom in Time by Job Detail could sometimes remove a timesheet entry.
New in QuickBooks 2016 17.2.25.638 R26 (Feb 16, 2018)
- Budgets:
- Fixed a crash that could sometimes occur trying to setup a new budget
- Fixed a problem where a warning dialog would sometimes appear multiple times when creating a budget
- Fixed a problem where deleted subaccounts were not removed from budgets
- Centers:
- Fixed a problem where a merged account name may not get updated in Transaction Center
- Lists:
- Fixed a crash that could sometimes occur deleting then using undo/redo
- Fixed a problem where a new expense account sometimes appeared in the Checks account list
- Fixed a crash that could sometimes occur re-ordering accounts in the Chart of Accounts
- Preferences:
- Fixed a problem where setting a closing date password would not allow transaction edits correctly
- Reports:
- Fixed a problem where report options could display a blank line misleading users into thinking it was a short list of options
- User Interface:
- Fixed a problem where the edit window for Group Item was sometimes sized incorrectly
- Fixed a problem where the Receive Payments window would sometimes resize incorrectly
New in QuickBooks 2016 17.2.24.624 R25 (Dec 15, 2017)
- 1099/1096:
- Updated 1099 Wizard with special instructions for states of WI and NJ.
- Date Picker:
- Fixed a problem where tabbing would sometimes not work correctly in Report window date fields.
- Email:
- Fixed a crash that could sometimes occur trying to email statements.
- Fixed a problem where the BCC field in the Email forms dialog would sometimes contain the body text.
- Help:
- Fixed a problem where the incorrect Help > User Guide link incorrect.
- Lists:
- Fixed a crash that could sometimes occur re-arranging credit card items in Chart of Accounts.
- Maps:
- Clicking the Map or Directions link from a Customer or Vendors profile will now open an external browser window, and will use Google Maps.
- Tabbed Windows:
- Fixed a problem where window positions on a second monitor were sometimes not remembered.
- Fixed a problem where disabling Tabbed preferences would not move all open tabbed windows to individual windows.
- Fixed a problem where window tabs would sometimes not appear when in full screen mode.
- Transactions:
- Fixed a problem where a duplicated invoice would sometimes not retain the original template choice.
- User Interface:
- Fixed a problem where the Customer Edit window could sometimes display the wrong title.
New in QuickBooks 2016 17.2.23.610 R24 (Nov 20, 2017)
- Centers:
- Fixed a crash that could sometimes occur trying to add a new customer in the Customer Center.
- Conversion:
- Fixed a problem where passwords would not work when going round trip with QuickBooks for Windows
- File Operations:
- Fixed a problem where company files upgraded from R18 would sometimes not allow user logins.
- Multi User:
- Fixed a crash that could sometimes occur disabling Multiuser mode while preferences window was open.
- Payments:
- Fixed a problem where a Merchant account login could appear when Merchant Services are currently not active in a company file.
- Printing:
- Fixed a crash that could sometimes occur while trying to print an envelope from a vendor window.
- Added the ability to print the paid date below the Paid status stamp on invoices.
- Fixed a crash that could sometimes occur while trying to print an envelope from the check window.
- Tabbed Windows:
- Fixed a problem where the Reconciliation report window would sometimes not draw correctly with Tabbed Windows enabled.
- Fixed a problem where the Report toolbar icons would sometimes disappear
- Fixed a Customer Center window sizing problem that would sometimes occur with Tabbed Windows enabled.
- Fixed a problem where Mailing labels window would sometimes not group correctly with Tabbed Windows enabled.
- Time Tracking:
- Fixed a problem where intentionally unsaved timesheet changes were getting saved.
- Fixed a crash that could sometimes occur closing the Single Activity timesheet window.
- Fixed a crash that could sometimes occur entering in decimal time format in Weekly timesheets.
- Transactions:
- Fixed a crash that could sometimes occur undoing text changes to Customer:Job on an invoice.
- Fixed a crash that could sometimes occur closing company file after creating a Sales Receipt
- Fixed a crash that could sometimes occur pasting a colon ':' character in the Customer:Job combo box.
- User Interface:
- Fixed a problem where the Customer:Job not found dialog would sometimes appear twice.
- Fixed a problem where the source account alert would sometimes appear twice while editing a check.
New in QuickBooks 2016 17.2.22.586 R23 (Oct 18, 2017)
- Backup:
- Fixed a problem where backups would fail in company file names containing a comma.
- Merchant Services:
- Fixed a problem where the merchant services receipt would sometimes not show the current date correctly.
- Updated merchant transaction ID link in results dialog to point to merchant search web page.
New in QuickBooks 2016 17.2.21.576 R22 (Oct 13, 2017)
- Stability and performance improvements
- Fixed issues with Merchant Services (Credit card transactions)
New in QuickBooks 2016 17.2.20.570 R21 (Sep 26, 2017)
- Attachments:
- Fixed a bug where the "Attached" but in Attachments would sometimes show unattached after changing libraries.
- Budgets:
- Fixed a crash that could sometimes occur closing a company file after working with budgets.
- Fixed a bug where the Name not Found alert dialog would sometimes appear closing budgets.
- File Operations:
- Fixed a bug where the user login window could sometimes appear before the upgrade completed dialog.
- Scheduled Reports:
- Fixed a crash that would sometimes occur navigating tabbed windows with Report Schedules open.
- Fixed a crash that could sometimes occur after waking a Mac from sleep while QuickBooks was running.
- Fixed a bug where the Edit button in Scheduled Report Center could stay dim even with a schedule selected.
- Tabbed Windows:
- Fixed a crash that could sometimes occur reopening a company file that had tabbed report windows.
- Fixed a crash that could sometimes occur in Enter Mileage window when using tabs.
- User Interface:
- Fixed a visual bug where the Bill/Credit tab control was slightly cut off on High Sierra.
- Fixed a bug where the Item column on Estimates could not be resized wider.
New in QuickBooks 2016 17.2.19.552 R20 (Sep 1, 2017)
- Budgets:
- Fixed an issue that caused budgets from prior year's transactions to not come over for fiscal years starting in January
- Fixed an issue in which budgets would shift one year back when the fiscal year starts in January
- Fixed an issue in which the "Show blank row" option isn't retained when closing and relaunching the Budgets window
- Conversion:
- Fixed an issue in which passwords were not being accepted when converting a file from QuickBooks Mac to QuickBooks for Windows
- Fixed an issue in which the Migrated Admin user did not appear for a converted QuickBooks for Windows file
- Email:
- Added new Sendmail functionality
- File Operations:
- Company file name has been added to the User Login Window
- Home Page:
- Fixed an issue in which the Estimates icon on the homepage displayed the incorrect number of open Estimates
- Lists:
- Users can now run Quickreports for multiple items, accounts, or names at one time
- Multi User:
- Fixed a crash that could occur when deleting a name in a list while in Multi User mode
- Preferences:
- Added a new preference in Sales & Invoicing preference panel, "Mark all expenses as billable", which is on by default
- Printing:
- Fixed an issue in which line items with zero quantity would have quantitiy added when the invoice is printed
- Date has been added to the Paid Status Stamp
- Added option in Layout Designer to print alternating colored rows
- Scheduled Reports:
- Users can now schedule reports to be emailed or saved locally to their computer
- Search:
- Fixed an issue in which Search would not return results if the amount entered did not match exactly
- Fixed an issue in which the Search Notes filter would not return any results
- Fixed a crash that would sometimes occur when deleting characters from the Search field
- Fixed an issue that caused the Customer/Job field in the Write Checks form from being included in the Search function
- Fixed an issue that caused Notes to not be found when doing a Search
- Tabbed Windows:
- Added support for tabbed windows in Sierra
- Transactions:
- Fixed an issue that allowed a user to modify the amount of a payment in Make Deposits form
- Fixed an issue in which estimates with descriptions and no line items will not print out on a progress invoice
- Fixed a crash that could sometimes occur adding more than 13 items to a form table.
- Fixed an issue in which Customer:Job and Class data was not saved for some transactions when clicking the Next or Previous button
- Fixed an issue in which duplicate Estimates are not including the previous tax selection in the tax combo box
- Users and Passwords:
- Fixed an issue where QB would reject a valid Closing Date Password
- Utilities:
- Print settings are now reset during a Rebuild
New in QuickBooks 2016 17.1.17.512 R18 (Aug 11, 2017)
- Includes changes in the following areas (but not limited to):
- Attachments
- Budgets
- Company File upgrades
- Currency formatting
- Forms UI
- List UI
- Progress Invoicing
- Registers
- Reports / Printing
- Stability & performance
- Toolbar
New in QuickBooks 2016 17.1.16.492 R17 (Jun 16, 2017)
- Includes changes in the following areas (but not limited to):
- Budgets
- Drag-n-Drop in Lists
- File Upgrades
- Multi-user
- Printing / Reporting
- Sales Tax
- Stability & Performance
- Time Tracking
New in QuickBooks 2016 17.1.15.466 R16 (Apr 27, 2017)
- STABILITY & PERFORMANCE:
- File Operations:
- Fixed a crash that could sometimes occur trying to save an invoice after upgrading a company file to R15.
New in QuickBooks 2016 17.1.14.462 R15 (Apr 21, 2017)
- Date Picker:
- Fixed a problem where the date picker could sometimes not appear when editing Closing Date in preferences.
- File Operations:
- Fixed a crash that could occur attempting to save a company file to a read-only volume.
- Lists:
- Fixed a problem where Customer info might not get saved after copying the Ship To address.
- Fixed a crash that could sometimes occur rearranging customer/job list.
- Multi ShipTo:
- Fixed a problem where Customer Edit window would think changes needed to be saved when no changes had occurred.
- Printing:
- Fixed a problem where customer:job printouts could sometimes not be properly spaced correctly.
- Fixed a problem where customer statements could sometimes print inverted.
- Reports:
- Fixed a crash that could sometimes occur creating a Statement of Cash Flows report.
- Fixed a crash that could sometimes occur trying to search in reports.
- Sales Tax:
- Fixed a display bug that caused the Amount Paid in Pay Sales Tax to sometimes display rounded down.
- User Interface:
- Fixed a bug where the Previous button in Adjust Qty on Hand window would sometimes be enabled when it should be disabled.
- Fixed a visual bug where the text in the Condensing utility dialog would sometimes get clipped.
New in QuickBooks 2016 17.1.13.432 R14 (Feb 15, 2017)
- Fixed an issue saving forms with 13+ items.
- Stability fixes
- Accountant Copy:
- Fixed a problem that was prohibiting custom templates to go round trip Mac to Win to Mac.
- Budgets:
- Fixed a bug where budget data would sometimes get saved incorrectly.
- Fixed a bug where the 'Show Blank Rows' option in budgets would sometimes stop working.
- Fixed a bug where Budgets would sometimes show all accounts instead of Income/Expense/Balance sheet accounts.
- Date Picker:
- Added a warning dialog on company file open that alerts uses if their system short date format is non-standard.
- Fixed a bug in the No Company Open window where customer short date formats were not showing correctly.
- Other:
- Fixed a crash that could sometimes occur closing the Add Payroll window.
- Printing:
- Fixed a crash that could sometimes occur selecting voucher check format in print dialog.
- Reports:
- Fixed a bug where it was possible to try and sort an Audit Trail reports by various columns; which scrambled the report results.
- Transactions:
- Fixed a crash that would sometimes occur saving a form with more than 13+ items.
New in QuickBooks 2016 17.1.12.414 R13 (Jan 21, 2017)
- Correct description of Box 7 on 1096 form
- STABILITY FIXES FOR REPORTS:
- 1099/1096:
- Corrected the form description for Box 7 on the 1096 form.
- Attachments:
- Fixed a problem where attachments were sometimes printed with Envelope printing.
- Date Picker:
- Fixed a crash that could sometimes occur clicking on a Date Picker icon in new customer setup.
- Printing:
- Fixed a problem where an print-disable attachment is sometimes printed on forms instead of a print-enabled attachment.
- Reports:
- Fixed a crash that count sometimes occur sorting and changing colums in a report.
- Fixed a crash that could sometimes occur printing a report after sorting columns.
- Fixed a crash that could sometimes occur pressing ESC while a report prepares to print.
- Transactions:
- Fixed a crash that could sometimes occur saving a deposit.
New in QuickBooks 2016 17.1.11.400 R12 (Dec 24, 2016)
- User Interface:
- Fixed an issue that caused the View, Filter By, and Date options at the bottom of Customer Center to be blacked out.
New in QuickBooks 2016 17.1.10.398 R11 (Dec 21, 2016)
- 1099/1096:
- Fixed a bug where 1099/1096 menu items could sometimes become unavailable in certain company files
- Calendar:
- Fixed a problem where creating a calendar event for a transaction would sometimes create the event with an incorrect date or timezone
- Date Picker:
- Fixed a problem where tabbing through a date field in forms windows would auto-enter today's date instead of allowing blank (no date)
- Progress Invoicing:
- Fixed a problem where marking a progress invoice as pending sometimes results in an error dialog
- Fixed a problem where a paid invoice could sometimes be later marked as pending
- User Interface:
- Fixed a problem where using RETURN to go to next line in a text field was not working
- Fixed a problem where Fn + down arrow or PgDown would sometimes not open a combobox on transactions
- Fixed a problem where up/down arrows were not navigating up/down in invoice fields
New in QuickBooks 2016 17.1.9.388 R10 (Dec 15, 2016)
- Highlights:
- 1096 form changes for 2016 tax year
- File Verify / Rebuild
- Stability and performance
- 1096 Form:
- Updated 1096 form changes for 2016 tax year
- Centers:
- Fixed a problem where the columns in Transaction Center were sometimes not displaying correctly on macOS Sierra.
- Date Picker:
- Fixed a problem where Date Picker would sometimes not work 4 digit year short date formats.
- Fixed a problem where the Date Picker would sometimes appear in the wrong place when register splits are in use.
- Fixed a problem with date fields when printing 1099/1096 forms with All Dates selected.
- File Operations:
- Improved an error message that could appear when trying to upgrade a company file on a locked read-only backup disk image.
- Import:
- Fixed a problem where the Name Not Found alert dialog would sometimes appear twice during Import.
- Layout Designer:
- Fixed a problem where footer fields in Layout Designer were not the correct size.
- Lists:
- Fixed a crash that could sometimes occur when trying it an account or item.
- Multiple ShipTo:
- Fixed a problem where the Multiple ShipTo button would sometimes not enable on an Estimate.
- Online Banking:
- Fixed a crash that could sometimes occur closing a company file after Transfer Funds and DLT usage.
- Fixed a crash that could sometimes occur reopening a company file after using DLT renaming rules window.
- Other:
- Fixed a crash that could sometimes occur opening the Home Page when using macOS Sierra.
- Fixed a crash that could sometimes occur trying to access finance charges.
- Fixed a problem where the Open Balance amount for a customer in Payments window would sometimes $0.00 when a balance was due.
- Payments:
- Fixed a problem where a company file would sometimes not verify after cancelling an MAS payment.
- Printing:
- Fixed a crash that could sometimes occur when printing deposit slips.
- Reports:
- Fixed a crash that could sometimes occur changing report columns and options.
- Fixed a crash that could sometimes occur closing a company file after changing filters in an open reports window.
- Fixed a crash that could sometimes occur closing a company file after clearing filters in an open reports window.
- Fixed a crash that could sometimes occur reordering columns in Report windows.
- Fixed a problem that would soemtimes show incorrect balances when quick zooming on Sales Tax Liab reports.
- Fixed a visual bug where radio buttons in report options were getting clipped on macOS Sierra
- Snapshot:
- Fixed a problem where YoY graphs in Snapshot would sometimes lost their account selections.
- Statements:
- Fixed a problem where newly added templates would sometimes appear under a "Temporary" popup section in Statements.
- Toolbar:
- Fixed a problem where a window icon would sometimes lose it's name or icon after re-opening company file.
- User Interface:
- Fixed a problem where up/down arrow keys would sometimes stop working in Write Checks.
- Fixed a visual bug where the preview of a transaction would sometimes display incorrectly.
New in QuickBooks 2016 17.1.8.358 R9 (Nov 7, 2016)
- Highlights:
- Fixed a problem where PDF emails did not contain the expected attachment(s)
- macOS 10.11 El Capitan or higher required for installation
- Accounts Receivable:
- Fixed a crash that could sometimes occur trying to access finance charges
- Fixed a crash that could sometimes occur navigating invoices while color palette is open
- Email:
- Fixed a problem where PDF emails did not contain the expected attachment(s)
- File Operations:
- Fixed a crash that could sometimes occur opening a company file that had the Downloaded Transactions window open
- Homepage:
- Fixed a problem where some icons on the Home Page were not positioning correctly
- Other:
- Clarified the "Whats new in 2016?" reference of "R6" to "R6 and later"
New in QuickBooks 2016 17.1.7.344 R8 (Oct 21, 2016)
- Changes in the following areas (but not limited to):
- Email as PDF
- Toolbar
- Transactions
- Stability and Performance
New in QuickBooks 2016 17.1.6.340 R7 (Oct 7, 2016)
- Changes in the following areas (but not limited to):
- Customer Notes
- Invoices
- Multi-User
New in QuickBooks 2016 17.1.5.332 R6 (Sep 7, 2016)
- New Features:
- Horizontal toolbar
- Multiple Ship to & Drop ship
- Adjustable font sizes
- Signatures on Checks
- Sharable Attachments
- Billable vendor time
- macOS Sierra compatible
- Bug Fix areas:
- Attachments
- Centers
- Company Files
- Date Picker
- Forms UI
- Mileage Tracking
- Multi-user
- Preferences
- Printing / Reports
- QuickMath
- Reconcile
- Sales Reps
- Search
- Time Tracking
- User Permissions
New in QuickBooks 2016 17.0.3.562 R4 (Apr 27, 2016)
- Fixed an issue that caused check logos to print upside down
- Fixed issues that would cause an IIF import to fail
- Updated minimum OS X version to 10.10.2
- Budgets:
- Fixed a problem where cursor keys would not move up/down in Budgets.
- Conversion:
- Fixed a problem where a QuickBooks Windows 2014 file could sometimes fail to convert.
- Fixed a problem where some QuickBooks Windows .QBB files could fail to import.
- Income Tracker:
- Fixed a problem where right-arrow indicator could sometimes be on multiple estimates in Trackaction Center.
- Import:
- Fixed a problem where IIF import would fail if 31 charater of a name is a colon (:).
- Fixed a problem where IIF import invoices would have no default template assigned.
- Lists:
- Fixed a problem where fields would sometimes have a blue highlight with Guide Me enabled.
- Fixed a problem where cleared search in Items could sometimes leave items selected.
- Other:
- Updated minimum OS X version to 10.10.2 for improved compatibility
- Preferences:
- Fixed a problem where Sales & Invoicing preferences would sometimes appear blank.
- Printing:
- Fixed a problem where a check logo would sometimes print upside down.
- User Interface:
- Fixed a problem where toolbar items could become inactive after hiding the application.
- Fixed a problem where Previous button would sometimes be incorrectly enabled in Time activity.
- Fixed a problem where Previous button would sometimes be incorrectly enabled in Transfer Funds.
- Fixed a problem where Previous button would sometimes be incorrectly enabled in Enter Mileage.
- Fixed a problem where the customize toolbar window would sometimes now display 5 icons across.
- Utilities:
- Fixed a problem where verify would fail if Legal Name field is greater than 59 characters.
New in QuickBooks 2016 17.0.2.548 R3 (Dec 21, 2015)
- This R3 update includes updates in the following areas:
- 1099 / 1096 Forms
- Budgets
- Company Files
- General Journals
- Layout Designer
- Multi User
- New Company Setup
- Online Bankging
- Preferences
- Printing / Reports
- Reconcile
- Snapshot
- Stability
- Statements
- Time Tracking
New in QuickBooks 2016 17.0.1.534 R2 (Dec 19, 2015)
- Improved stability
- Fixed an issue with email attachments
- Time Tracking improvements
- Batch Invoicing:
- Fixed a problem where QB could sometimes hang when changing an invoice sort order while generating batch invoices.
- Budgets:
- Fixed a problem where exception alerts could appear while trying to resize budget columns on some data tables.
- Fixed a problem where the Budgets table would sometimes draw an extra column on the right.
- Fixed a problem where Budget amount fields were not properly displaying command and decimal values based on System settings.
- Fixed a crash that would sometime occur if the word 'Control' was in the first cell.
- Fixed a problem where Budgets would sometimes not save if a row was cleared before the save attempt.
- First a problem where fill right would sometimes fill right with $0.00 value.
- Centers:
- Fixed a crash that could sometimes occur when duplicate a blank group name was entered in Customer Center.
- Fixed a crash that could sometimes occur closing a Customer edit window while deleting credit card payment info.
- Company File Upgrade:
- Fixed a problem upgrading some company files to QBM 2016.
- Fixed a problem where sometimes a large company file would not finish upgrading.
- Fixed a problem that could sometimes prohibit upgrading a company file.
- Contact Sync:
- Fixed a problem where verify would sometimes fail after contacts were drag-n-drop updated from Contacts.
- Conversion:
- Fixed a crash the would sometimes occur converting a Quicken file.
- Email:
- Fixed a crash that could sometimes occur closing a company file while the Email Forms window was open.
- Added the ability to include customer name in subject line of emails.
- Fixed a problem where Email as PDF would sometimes not attach the PDF to created emails.
- File Operations:
- Fixed a crash that could sometimes occur opening a file that previously been closed with windows minimized.
- Import:
- Fixed a crash that could sometimes occur trying to import Contacts with empty fields.
- Fixed a crash that could sometimes occur trying to import the same IIF file again.
- Layout Designer:
- Fixed a crash that would sometimes occur when closing the fields palette.
- Mileage Tracking:
- Fixed a problem where Condense would sometimes remove a referenced vehicle.
- Multi User:
- Fixed a crash that could sometimes occur enabling Multi-user.
- Payroll (PayCycle):
- Fixed a problem where QB would sometimes crash after a payroll session would timeout.
- Printing:
- Fixed a problem where the date of a check would sometimes not print correctly after being changed.
- QuickMath:
- Fixed a crash that could sometimes occur while closing 'Transfer Funds' window if QuickMath tape is still open.
- Registers:
- Fixed a problem where Register windows could move their position right/down every time they were opened.
- Time Tracking:
- Fixed a problem where timesheets with a single row would sometimes print blank.
- Fixed a problem where customer job could sometimes not get saved.
- Fixed a problem where Class field would show up in Weekly Timeshwets even when Class tracking was disabled.
- Fixed a problem where an alert could sometimes appear twice about a required name field.
- Fixed a problem where selecting 'New Time Activity' would sometimes not create a new blank activity.
- Fixed a problem where printing time sheets would sometimes print weeks with no time activity.
- User Interface:
- Fixed a crash that could sometimes occur clicking OK at the name already in use dialog.
- Disabled full screen mode control in windows that do not properly display in Full Screen mode.
- Fixed a problem where the progress dialog would sometimes not display during upgrade of a company file.
- Fixed a problem where text in preference panels would sometimes appear as bold text.
- Users and Permissions:
- Fixed a problem where it was possible to delete all admin users from a company file.
- Utilities:
- Fixed a problem where Verify would sometimes fail with an error dialog stating, "QBGeneralValidationErrorDomain error 7"
New in QuickBooks 2015 16.0.4.1490 R5 (Nov 10, 2015)
- Accounts Payable:
- Fixed a problem where bill payment amounts sometimes might not include credits.
- Fixed an issue where the check number of a bill payment would be replaced with the reference number from one of the bills paid.
- Accounts Receivable:
- Fixed a problem where an invoice template would sometimes get cleared after assessing finance charges.
- Attachments:
- Fixed a problem where attachments would sometimes not appear correctly in Items List and Chart of Accounts.
- Budgets:
- Fixed a problem where a "No Budget Line Items" dialog would sometimes appear when trying to close an empty budget.
- Fixed a problem where contextual menu on a selected cell had not Fill row option.
- Fixed an issue that caused budget reports to display incorrectly when the first month of the Fiscal Year is not January.
- Email:
- Fixed a problem where Email as PDF would sometimes not attach the PDF to created emails.
- Fixed an issue that caused QuickBooks to display a warning when sending an email if there were multiple email addresses separated by commas.
- Export:
- Fixed a problem where Export to Excel would sometimes not open the spreadsheet correctly in Excel.
- Import:
- Fixed an issue that caused the IIF import of invoices to fail if sales reps were not included.
- Lists:
- Fixed an issue that prevented the Item Description from word wrapping in the new/edit item window.
- Multi User:
- Fixed a problem where QuickBooks clients would sometimes lose connection to the QB Server.
- Other:
- Fixed a problem where QuickBooks sounds were not playing over an HDMI connected monitor.
- Fixed an issue that caused the balance of a bank account to show differently between the Chart of Accounts and its register.
- Printing:
- Date pickers on the Print Register dialog have been updated.
- Fixed a problem where the text of a column header was not printing or previewing correctly.
- Fixed an issue that caused the date of a check to not update when printing from Print Forms > Checks.
- Reports:
- Fixed an issue that caused the Sales Tax Liability report to show different amounts than the Sales Tax Liability QuickZoom.
- Fixed an issue that prevented the Sales Tax Liability report from opening.
- User Interface:
- Fixed a crash that could sometimes occur opening a file that previously been closed with windows minimized.
- Users and Permissions:
- Fixed a problem where a permissions problem was incorrectly displaying the No Access dialog on an Estimate form instead of a PO form.
- Fixed an issue that caused QuickBooks to close unexpectedly when a user with A/R permissions attempted to create a Purchase Order from an Estimate.
- Utilities:
- Fixed a problem where rebuild on some files would display an alert with "QBGeneralValidationErrorDomain"
New in QuickBooks 2015 16.0.3.1460 R4 (Feb 12, 2015)
- Budgets:
- Fixed an issue that caused the QuickMath icon to not be visible for the last column on the budget window when maximized.
- Fixed an issue that caused the Clear Row option on a budget to not clear the entire row.
- Fixed an issue that allowed users to delete non existing budgets.
- Fixed an issue that caused the Budget assistant window to display options that are not supported.
- Centers:
- Fixed an issue that caused QuickBooks to display the previous customer's transaction details in the Customer Center when the spacebar is pressed.
- Contact Sync:
- Fixed an issue that prevented a user from deleting the Company Name from an employee that has been imported into QuickBooks using the Contact Sync.
- Data Import:
- Fixed an issue that caused the first line of the Bill To Address to not appear for imported contacts.
- Date Picker:
- Fixed an issue that prevented a user from selecting the highlighted day in the date picker.
- Entering "//" on the number pad will now be a shortcut for todays date as well as the letter "t".
- Email:
- Fixed an issue that caused the wrong From address to be used when emailing transactions.
- Forms:
- Fixed an issue that caused incorrect messaging to appear when saving a transaction after clicking Cancel on the "Leaving transaction" warning and then clicking Save.
- Fixed an issue that caused tabbing to not work on a transaction that has blank lines inbetween items.
- Fixed an issue that caused the Available Estimates window to not display after selecting a customer on an invoice.
- Fixed an issue that caused the search for previous transactions to fail if a comma or decimal were entered.
- Fixed an issue that caused the QuickBooks trial to close unexpectedly when opening the Make Deposits window.
- Help:
- Fixed an issue that caused duplicate search results to display when searching for "backup" in QuickBooks Help.
- Added a help topic for restoring a DMG backup file.
- Lists:
- Fixed an issue that caused an error when trying to mark a Sales Rep inactive after the same vendor had already been marked inactive in the Vendor list.
- Fixed an issue that caused the opening balance of a vendor to display incorrectly if it equaled $2,111,111.10.
- Fixed an issue that caused the column widths of the Chart of Accounts to not be saved after the window had been opened and closed.
- Fixed an issue that prevented customer jobs from merging if one has mileage records attached to it.
- Fixed an issue that caused the sales price of an item to not automatically include the default markup amount when the cost is changed.
- Fixed an issue that caused QuickBooks to close unexpectedly after selecting "No" on the warning message "No tax ID was specified."
- Mileage Tracking:
- Fixed an issue that caused the Previous and Next buttons to not work correctly on the Enter Mileage window.
- Multi User:
- Fixed an issue that caused QuickBooks to close unexpectedly if a user attempts to delete a check while a different user is trying to search for that same transaction.
- Renaming a company file while it's being shared will now display a lost connection warning and disconnect all users.
- Online Banking:
- Fixed an issue that caused the FIDIR.txt file from being updated correctly.
- Preferences:
- Fixed an issue that caused the Show All button on the Preferences window to become disabled.
- Searching for "Date" on the Preferences window will now highlight the Transactions icon along with Users & Passwords, Sales Tax, Reporting, and Checks.
- Fixed an issue that allowed users to enter an invalid Closing Date.
- Printing:
- Fixed an issue that caused the top of a statement to be cut off if printed in Landscape orientation.
- Added the ability to print a payment receipt for payments applied to an invoice.
- Fixed an issue that caused the Sales Tax and Subtotal fields to not print/email properly when the PDF is generated from Transaction Center.
- Quick Math:
- Fixed an issue that caused QuickMath to incorrectly handle negative numbers.
- Fixed an issue that prevented a user from performing multiple math operations in the QuickMath ticker tape of the Sales Tax Adjustment window.
- Registers:
- Fixed an issue that caused the highlighted transaction in the register to open even when double clicking on a different transaction.
- Fixed an issue that caused filtering to be slow for large registers.
- Reports:
- Fixed an issue that caused text formatting to be lost on a report if "All Report Sections" is selected.
- Fixed an issue that caused the customer name that is displayed on the Audit Trail report to not updated correctly when changing the customer:job on a saved invoice that includes Time/Costs.
- Fixed an issue that caused the "Automatically place decimal point" preference to not be applied correctly.
- Sales Tax:
- Fixed an issue that prevented the proper warning message from displaying when Accounts Receivable is used on a Sales Tax adjustment.
- Transactions:
- Fixed an issue that prevented a user from voiding a sales transaction that has been marked pending.
- Fixed an issue that caused an imported customer's name to not populate in the Bill To field.
- Fixed an issue that caused billable expenses to continue showing for a customer even after they were invoiced.
- Fixed an issue that caused the date for a new payment to not default to the current date when the preference "Use current date as default for new transactions" is selected.
- Fixed an issue that caused the account balance on the Transfer Funds window to not be updated if other transactions are entered while the Transfer Funds window is open.
- Utilities:
- Added messaging to indicate when a Reload and Rebuild is occurring.
- Fixed an issue that caused QuickBooks to display the error "QBGeneralValidationErrorDomain error 7" when rebuilding a company file.
New in QuickBooks 2015 16.0.2.1422 R3 (Dec 2, 2014)
- Budgets:
- Fixed an issue that caused two QuickMath icons to appear when using TAB key to navigate through the budget form.
- Fixed an issue that caused the preference "Pressing Return moves between fields" to not work in the Budget window.
- Fixed UI issues in the Creating a Budget wizard.
- Checklists:
- Added information about Contact Sync to the Add Customers section of the Set Up and Go assistant.
- Added information about the Transaction Importer to the Enter Bills section of the Set Up and Go assistant.
- Company File:
- Fixed an issue that caused the company name to not update immediately after being changed in the My Company preferences.
- Fixed an issue that caused QuickBooks to close unexpectedly when you closed the QuickBooks Welcome Window while the Sample Product company file is highlighted.
- Contact Sync:
- Fixed an issue that caused a contact to not be saved to Customer Center when dragged from Contacts app.
- Convert:
- Fixed an issue that caused downloaded transactions in QuickBooks for Windows to have the wrong reconciled state after converting to QuickBooks for Mac 2015.
- Date Picker:
- Pressing ESC while the Date Picker is displayed will no longer close the window you are in when using QuickBooks on Yosemite (OSX 10.10).
- Pressing TAB while the Date Picker is open will now close the Date Picker when using QuickBooks on Yosemite (OSX 10.10).
- QuickBooks will now warn a user if the system date formats are not supported.
- Help:
- Updated content in the Help > What's new in 2015 window.
- Fixed an issue that caused the search results in the Help window to display duplicate "Methods for depositing payments" links.
- Added help content for enabling Multiuser Admin Mode.
- Updated Help for "Shortcuts for entering dates".
- Updated Help for "Making a deposit".
- Updated Help for exporting to QuickBooks for Windows.
- Updated Help for creating a budget.
- IIF Import:
- Fixed an issue that caused the IIF import to fail because of duplicate messages on invoices.
- Import Transactions:
- Fixed an issue that caused the amount of an imported payment to change if it contained a comma.
- Fixed an issue that caused an import of payments to fail if the cursor was still in the Deposit To field.
- Layout Designer:
- Fixed an issue that caused the Layout Designer to close if a user clicked the Fields icon twice.
- Mileage Tracking:
- Enter Mileage window will now automatically populate the Odometer Start field with the ending mileage from the previous trip for that specific vehicle.
- Online Banking:
- Users can no longer add the same online transaction to the register multiple times.
- Other:
- Welcome window will now display in front of the No Company Open window.
- Preferences:
- Fixed an issue that caused the Closing Date to not be saved correctly.
- Quick Math:
- Fixed an issue that caused QuickMath to not work correctly in date fields.
- Fixed an issue that prevented the last digit of a number from being deleted in the QuickMath if it had a decimal in front of it (.4)
- Fixed an issue where pressing an operator key would not change the operator in the left column of the QuickMath ticker tape.
- Increased support for different currency formats in the QuickMath window.
- Reconcile:
- Increased support for different currency formats in the Reconcile window.
- Reports:
- Implemented a new date picker on the Report Center.
- Users and Permissions:
- Fixed an issue that caused the Users and Passwords window to not close when running QuickBooks in Yosemite (OSX 10.10).
- Utilities:
- QuickBooks will now display a new Rebuild and Reload Data menu option when the user holds down the Option key while going to the File > Utilities menu.
- Transactions:
- 'Show in Calendar' label now displays correctly in the New Memorized Transaction Group window.
- Fixed an issue that caused the first journal entry number to be incorrect when the preference "Automatically assign general journal entry number" is enabled.
- Fixed an issue that caused the list of previous transactions to not match the Bank Account combo box selection in Write Checks after Edit > Revert.
- Estimates converted to a Purchase Order will now use PURCHASE description of items on the PO when available.
- When duplicating a Purchase Order for which an Item Receipt has been created, the new PO will not retain the Items received status.
- Improved performance when saving invoices for company files with many names and items.
- QuickBooks will no longer display "FAM2011" in the Entry Number field after selecting Edit > Revert on a General Journal Entry.
- "Added ""Edit Item"" option to the contextual menu for the following:
- Invoices
- Bills
- Credit Cards
- Sales Receipts
- Estimates
- Checks
- Credit Memos
- Purchase Orders
New in QuickBooks 2015 16.0.1.1384 R2 (Oct 17, 2014)
- Batch Invoicing:
- After batch entering invoices, pressing the ESC key while on the Invoices Created window will no longer trigger the Email button.
- Budgets:
- Users can no longer enter values for a non existing budget.
- Values entered for a budget are now limited to 99,999,999.99.
- Added menu option to delete a budget under Edit > Delete Budget.
- Pressing ESC once while on the Budget window will no longer close it.
- Fixed an issue that caused a new budget to not save if a customer was created from the Budget window.
- Contact Sync:
- QuickBooks will no longer duplicate a contact when creating a new job for a customer that is already marked to sync.
- Date Picker:
- Keying in dates without a year for May and June no longer result in a default year of 2015.
- Shortcut keys for Week, Month, and Year will now step back and forward period by period each time the shortcut key is struck.
- Help:
- Added help topics for the following areas: Emailing, Estimate to PO, Reverse Journal Entries, and Sales Tax Liability Report QuickZoom.
- Improvements made to GuideMe and other help topics.
- Import:
- Fixed an issue that would cause QuickBooks to close unexpectedly when attempting to import a Lightspeed manifest.
- Quick Math:
- Fixed an issue that caused QuickMath to return an incorrect value when the "Automatically Place Decimal Point" preference is turned on, and Enter is pressed instead of "=".
- Fixed an issue that caused the Amount field on the Transfer Funds window to not accept any keyed numbers upon first opening.
- Fixed an issue that caused the QuickMath ticker tape to stay open on the Amound field of the Amount report filter, even after switching fields.
- Registers:
- Fixed an issue that caused QuickBooks to close unexpectedly when voiding a transaction from the register.
- Transactions:
- Fixed an issue that caused the error "You must specify a vendor name for the sales tax account", when trying to record a transaction.
- QuickBooks will now allow the Write Checks window to open when the default bank account is inactive.
- Fixed an issue that caused the error "Warning: You cannot edit payment information in a deposit transaction." to appear when deleting a Deposit.
- QuickBooks will now only show active bank accounts on the Pay Bills window.
New in QuickBooks 2015 16.0.0.1352 R1 (Sep 30, 2014)
- GENERAL CHANGES FOR ALL VERSIONS OF QUICKBOOKS 2015:
- Income Tracker has been improved to add Time & Expenses transactions to the money bar. In addition, you have the option of excluding estimates, sales orders and time & expenses from the unbilled section of the money bar.
- Insights is a new dashboard that has been added to the Home Page.
- This is a more up to date, cleaner and interactive feature than the older Company Snapshot.
- Pinned Notes: Now you can “pin” a note for a customer or vendor so that it always shows in the Center for that list, as well as being the default note included in reports.
- Flags on Billable Time & Costs: When you are adding billable time and costs to an invoice you can see how many records there are available in the various tabs, making it less likely that you’ll overlook something.
- Send Portable Company File: This feature lets you send a portable company file to someone (supposedly, exchanging this between the accounting professional and the client) in a simpler fashion than previously.
- Reminders Window revamp: This window has undergone a visual update to make it easier to understand and work with.
- Lots of Little Changes: Many of these are based on user requests:
- Multi User Admin: The Admin user now has the ability to end another user’s QuickBooks session even if they have unsaved data. Sounds terrible, but there are times when you need to do it.
- Estimates are automatically closed when you fully invoice them (at last!).
- Inventory Center contains improved filters.
- Customer PO # can be added to the Customer Center transaction tab.
- Sales Order to Invoice movement contains an improved selection of items.
- Warning when inactivating items that have a quantity on hand.
- Registration Improvements: Ability to paste your license key into the window instead of laboriously typing it all in.
- REPORT CHANGES FOR ALL VERSIONS OF QUICKBOOKS 2015:
- Report Appearance Revamp: Intuit wants to make reports easier to see while on the screen (this doesn’t affect printed reports). You’ll see background shading to highlight some lines, more vertical and horizontal lines, a bit more spacing between lines, and so forth.
- Comments on Reports:You can take a “snapshot” of any report, and then add annotations (comments) to any line.
- Send Multiple Reports: Now you can click an email button and send a group of reports all as attachments to one email message while still having separate reports
- Report filter names are sorted alphabetically, and are searchable.
- Filter Inactive/Active Names on Name-Based Reports: Reports where a customer or vendor name is the primary key, like a Customer Balance Detail report, now have a filter where you can select all active or inactive names.
- Adding Other 1 and Other 2 to Reports: These fields have often been neglected, and were less useful than custom fields. Now you can add them to transaction detail reports, as well as filter records by their value.
- Preferred Delivery Method can be added to some reports.
- Preferred Vendor can be added as a column in some reports.
- Manufacturer’s Part Number on Sales Transactions: You can add the Manufacturer’s Part Number as a column in invoices, sales receipts and sales orders.
- QUICKBOOKS ACCOUNTANT 2015:
- Accountant Toolbox: Logging into a client's file as the External Accountant user will enable you to utilize all of the accountant version features, as long as you have a ProAdvisor membership or a subscription to QuickBooks Accountant Plus.
- QUICKBOOKS ENTERPRISE SOLUTIONS 15.0:
- Inventory:
- Disallow Negative Quantities: A preference setting that prevents you from using more inventory part or inventory assembly items than you have on hand.
- Negative Item Listing is a new report that lists all items with a negative quantity on hand.
- Shortage Report for Manufacturing: If you want to build an assembly, you must have the parts on hand. If you don’t, the new shortage report will show you exactly what you have on hand, how many the build needs, and give you a list of the shortages. You can also get this report to cover all “pending builds” that you have waiting for parts.
- Inventory Stock Status report upgrades: A new “full assemblies” checkbox that will make the report look at all levels of a multiple-level assembly. It also provides a filter to hide lines that have a “zero reorder quantity”.
- Advanced Inventory: If you are using both Multiple Locations and Lot Tracking, you will no longer see an error message when you are doing an inventory transfer.
- Transactions and Form Customization:
- Total Columns on Forms: You can set your subtotal item to show a subtotal of the quantity, price, cost or any custom field, as opposed to just the amount.
- Sorting Columns on Forms: In sales forms, purchase orders, weekly time sheets, build assemblies, checks, credit card charges, bills and item receipts, you can simply click on a column heading and the detail lines will sort by that column.
- Footer on Last Page on Forms: If you have a sales or purchasing form that flows over to more than one page, you now have the option to only show the footer including the Total on the last page.
- Search on Transactions: A new tab in transactions that lets you do a search within the transaction to find a specific value.
- Showing Cost on Sales Transactions: You can show cost (on the screen) on sales transactions.
- Row Shading on Forms: You can specify that forms should print with alternating rows of shading.
- MISCELLANEOUS:
- There is a preference setting to hide opening balances in the display for names and items.
- There is a preference setting to not allow sales to overdue customers.
New in QuickBooks 2014 15.0.5 R6 (Jun 12, 2014)
- Accounts Payable:
- Fixed an issue that caused Bills entered to incorrectly affect an income account rather than the inventory asset account.
- Banking:
- QuickBooks will now allow an Equity account to be chosen for Cash Back when recording a deposit.
- Guide Me:
- Fixed an issue that caused the Hot Tip in the Guide Me pop up to be truncated.
- Income Tracker:
- Income Tracker will now sort correctly by Aging column.
- Multi User:
- QuickBooks will no longer lose connection to the server app when entering memorized transactions.
- QuickBooks will no longer duplicate invoice numbers when creating a large number of memorized transactions.
- Fixed an issue that caused the connection to a company file to be lost when paying sales tax.
- Increased the timeout of the server app from 10 seconds to 3 minutes, in order to reduce client disconnects.
- Reports:
- Fixed an issue that caused the scrolling on a report to not work correctly.
- Fixed an issue that caused the Total Sales on the Sales Tax Liability report to be incorrect if Sales Tax Groups were used.
- Utilities:
- The "No Company Open" window will now appear after cancelling a "Backup to QuickBooks for Windows".
New in QuickBooks 2014 15.0.4 R5 (Jan 30, 2014)
- Export to Excel:
- Excel will no longer display the message, "Excel could not open .xlsx because some content is unreadable.", when exporting a report from QuickBooks.
- QuickBooks Online Export:
- Fixed an issue that caused no data to be exported when a user selects File > Export > To QuickBooks Online.
- Reports:
- Fixed an issue that caused QuickBooks to close when creating a report.
New in QuickBooks 2014 15.0.3 R4 (Dec 12, 2013)
- Fixed an issue that caused accounts to disappear from the Balance sheet after changing the type of one of the accounts.
- Items will not be added to a Purchase Order from an Estimate when no items are selected in Specify PO Quantities window.
- Fixed an issue that caused the Amt. Paid column of the Pay Bills window to show an incorrect value when a 100% discount is applied.
- Accounts Payable:
- QuickBooks will now display a dialog asking if this change is a one time or permanent change, when changing the terms on a bill.
- Fixed an issue that caused changes to the terms on a bill to not be saved when removing them completely from the bill.
- Fixed an issue that caused the Amt. Paid column of the Pay Bills window to show an incorrect value when a 100% discount is applied.
- Terms can now be deleted from an Invoice or a Bill after its been recorded.
- QuickBooks will now show a bill paid when a 100% discount is applied.
- Items will not be added to a Purchase Order from an Estimate when no items are selected in Specify PO Quantities window.
- Estimate item quantities that do not have decimal places will no longer display on the Purchase Order form with decimal places.
- QuickBooks will now display the Purchase Order field label on an Estimate when viewed in Screen view mode.
- Accounts Receivable:
- Corrected the warning message displayed when changing the quantity on a progress invoice.
- Email:
- Fixed an issue that prevented a new email message window from opening if the email address being clicked contained special characters.
- Form 1096:
- QuickBooks will no longer display a parsing error when printing the form 1096.
- IIF Import:
- Fixed an issue that caused vendors imported via IIF to randomly get a credit limit of 0.00.
- Memorized Transactions:
- The template of the invoice transaction open on the invoice form after deleting a memorized invoice, will not change to that of the deleted memorized invoice.
- Reminders List:
- Fixed an issue that caused QuickBooks to format amounts incorrectly on the Reminders list if the decimal separator is "," and the thousands separator is "." under the Language and Text system preferences.
- Reports:
- Fixed an issue that caused accounts to disappear from the Balance sheet after changing the type of one of the accounts. This results in the report being out of balance.
- Sales Reps:
- The Edit button on the New Sales Rep window will remain inactive until a Sales Rep Name is added.
- QuickBooks will no longer display the error "Operation could not be completed", when trying to save a Sales Rep change to a customer profile after deleting a transaction associated with that customer.
- Toolbar:
- The toolbar will now expand immediately upon mouse over.
- Upgrade:
- Fixed an issue that would cause QuickBooks to display the error, "There was a problem converting this file", when trying to restore and upgrade a QuickBooks for Mac 2005 backup (qbmb).
- User Interface:
- Fixed an issue that prevented the workspace to save properly if Community was selected in the Home Page window.
New in QuickBooks 2014 15.0.2 R3 (Dec 11, 2013)
- Banking:
- QuickBooks will no longer require you to close and reopen the checking register in order to see Sales Tax payments made while the register was open.
- Budget:
- Set Up Budget window wil now update accordingly to fiscal year settings without requiring the window to be closed and reopened.
- Conversion:
- The company information Phone number, Email, Fax, and Website will now be included when converting from QuickBooks for Windows to QuickBooks for Mac.
- Data In:
- Names of employees imported into QuickBooks will now be ordered correctly based on the preference set.
- Help:
- "Setting QuickBooks Preferences" help topic has been updated.
- Homepage:
- QuickBooks will now remember the last view selected for the Homepage (Getting Around or Snapshot).
- Income Tracker:
- Fixed an issue that prevented a user from opening a transaction from the Income Tracker after filtering, sorting/removing a column, and removing the filter when running QuickBooks for Mac 2014 in OS X 10.9 Mavericks.
- Income Tracker will now display a Payments column under the Paid Last 30 Days to show the total payments applied to each transaction.
- Memorized Transactions:
- QuickBooks will now display the prompt for Memorized Transactions if QuickBooks is running at the time the date changes.
- Merchant Services:
- Added ability to validate and repair problem credit cards under the Merchant Services preference.
- Emailed receipts for transactions processed through Merchant Services will no longer contain both the Customer copy and Merchant copy.
- Purchase Orders:
- Discount items no longer appear on Purchase Orders created from Estimates that contain a discount item.
- QuickBooks will no longer show a Purchase Order as "Received in Full", when the Estimate it was created from also was used to create an invoice.
- Reconcile:
- QuickBooks will now adjust properly for the end of the month when progressing to the next months reconcile date.
- Reports:
- Report filters for Vendor Balance, Balance Total, and Credit Limit will now find negative values.
- Report "Cost" filter will now filter correctly for the cost and not the price.
- Sales Reps:
- Fixed an issue that prevented a sales rep's initials from being edited.
- Set Up and Go:
- When opening Set Up and Go for the first time after upgrading a company file, content specific to upgrading will be displayed instead of new user content.
- Set Up and Go content has bee updated for for Add Accounts, Add Customers, Add Items, and Add Vendors.
- Set Up and Go window will open automatically the first time an existing company file is opened in QuickBooks for Mac 2014.
- Set Up and Go window will open automatically after a new company file is created.
- Toolbar:
- Fixed an issue that caused the Toolbar to not expand when moving the mouse cursor over it when running QuickBooks for Mac 2014 in OS X 10.9 Mavericks.
- Fixed an issue that prevented the ability to use the Search field on the Toolbar when running QuickBooks for Mac 2014 in OS X 10.9 Mavericks.
New in QuickBooks 2014 15.0.0 R01 (Oct 7, 2013)
- Get 1-click access to what you use most:
- The new Left Hand Toolbar lets you create shortcuts so you can move around QuickBooks even faster than before.
- Find what you need, faster than before:
- You can use the enhanced, customizable Centers to keep important customer, vendor, and transaction information at your fingertips.
- See who's paid you:
- The new Income Tracker shows all your income-producing transactions in one spot, including overdue invoices so you can remind customers to pay up.
- Keep track of sales rep performance:
- It's easy to run reports that identify your top sales performers, whether they're an employee or a vendor.
New in QuickBooks 2013 14.0.9 R10 (Sep 24, 2013)
- Batch Invoicing
- Download Transactions / OLB
- Inventory Reporting
- Mileage Tracking
- Report Filters
- Reports / Printing
- Transactions
- Undeposited Funds
- Utilities - Backup
- Utilities - Upgrade
- Vender Center
- Write Checks
- general bug fixes / performance
New in QuickBooks 2013 14.0.8 R9 (May 8, 2013)
- Accounts Receivable:
- Fixed a crashing issue that could occur closing an Invoice window after a specific sequence of save and close buttons were clicked.
- Customer information will now populate the right panel of the Customer Payment form after the Customer: Job is selected.
- Editing an existing memorized transaction set to Auto Enter will now offer the option to Replace Memorized Transaction.
- When memorizing a transaction, the name of the transaction will be automatically filled in.
- Assessing Finance Charges or attempting to use time/costs on an invoice will no longer display an error for company files created using a Construction industry type.
- Banking:
- Fixed an issue that caused the first row of a deposit to appear blank if TAB is used to navigate through the form.
- Help:
- Help buttons (?) at the end of the Reconcile workflow now bring up the correct content.
- Intuit Payment Network:
- The IPN error message "There was an error processing this IPN transaction." will maintain correct positioning even if the invoice window is resized.
- Merchant Services:
- Users can now"force delete" credit cards from the Payment Info screen in a customer's profile window. To do this, click once on the card, hold the option key and click the minus button to remove it.
- QuickBooks will now only email the customer copy when emailing a receipt.
- Multi-user:
- Fixed a crashing issue that would sometimes occur after deleting an account from the Chart of Accounts while in Multiuser mode.
- Reconcile:
- QuickBooks will retain the user selected Statement End Date if chosen using the Calendar button.
- Payee field for a check issued to liability account will no longer appear blank in the Reconcile window.
New in QuickBooks 2013 14.0.7 R8 (Apr 3, 2013)
- Accounts Receivable:
- Fixed an issue that prevented a user from applying existing credits to an invoice after installing R7.
New in QuickBooks 2013 14.0.6 R7 (Mar 29, 2013)
- Accounts Receivable:
- Fixed an issue that would cause QuickBooks to close when viewing previous customer payments.
- Data Import:
- QuickBooks will now display a warning when importing a customer with the same name as an existing customer group.
- AutoImport of LightSpeed files will now work with QuickBooks for Mac 2013.
- Email:
- QuickBooks will now use the email address associated to the Job and not that of the parent customer when emailing statements.
- Export to Excel:
- Export to Excel will no longer show just the first exported report when the same report is exported multiple times.
- File Operations:
- Creating a new company file will no longer clear the Open Recent List.
- Multi-user:
- QuickBooks will no longer display an error when saving an invoice that had been created from a check with billable items on it, if the check is deleted before the invoice is saved.
- QuickBooks will no longer display an error when more than one user attempts to delete the same transaction.
- Online Banking:
- QuickBooks will now correctly display a message when the users bank requests they change their online banking password.
- Print:
- QuickBooks will now display and print a VOID stamp on invoices that have been voided.
- QuickBooks Merchant Services:
- Added an option to Validate Cards in the Merchant Service preference. This will allow QuickBooks to identify problem credit cards, and give the user the ability to correct them before encountering issues when processing payments.
- Reconcile:
- Fixed an issue that would cause the Cleared Balance to display incorrectly.
- QuickBooks will now allow a user to undo more than one reconciliation for an account.
- QuickBooks will display the correct Previous Beginning Balance after the Undo Reconciliation is complete.
- Improved performance when selecting transactions to clear in the Reconcile window.
- Improved performance loading the Reconcile window after tabbing out of the account field.
- Reports:
- QuickBooks will now display Total Sales correctly on the Sales Tax Liability report when Sales Tax group items are used.
- QuickBooks will no longer hang when changing dates on a parent graph while the print options are open on a QuickZoom Graph.
- Utilities:
- Improved the performance and functionality of the QuickBooks Verify utility.
New in QuickBooks 2013 14.0.5 R6 (Mar 29, 2013)
- 1099/1096 Printing:
- Alignment when printing 1099 and 1096 forms has been corrected.
- Batch Invoicing:
- Group Members list is now sorted alphabetically in the New Group window.
- QuickBooks will no longer display a Save prompt when paging through invoices that were entered as a batch, unless they have been edited.
- QuickBooks will no longer display the message: "Operation could not be completed" after deleting a customer from the list and then trying to save a new group.
- File Operations:
- QuickBooks Rebuild utility will now repair bad relationships.
- Lists:
- Values for places following a comma decimal separator will no longer change to zero.
- Printing/Reports:
- Names on mailing labels will no longer disappear after adjusting settings on Print window.
- Reconcile:
- Transactions will no longer appear in the Reconcile window after marking as reconciled in register.
- Time Tracking:
- When the decimal separator chosen in the System Preferences is a comma, QuickBooks will no longer multiply the value entered in the Duration field by 100 every time it's selected.
New in QuickBooks 2013 14.0.4 R5 (Jan 12, 2013)
- Email forms:
- The option to "Include text in emails" will default to ON for new installations of QuickBooks.
- QuickBooks will now display a progress indicator when emailing directly from forms.
- Help/Guide Me:
- Improved In-Product help content and accessibility.
- Clicking the Help button on the main Reconcile window will now display the correct help topic.
- Home Page:
- Inactive accounts will no longer appear when selecting the default account for Check Register on the Homepage.
- Layout Designer:
- Lines around template headers will no longer disappear from the printed version when set to a line width of 3.0.
- Grid size slider now displays correct size when first selected.
- Multiuser:
- Deleting two transactions in a row will no longer cause the second user to be kicked out of company file if they are viewing the same transactions.
- Printing/Reports:
- Printed reports will no longer display numbers wrong if the decimal separator in the System Prefereces is a comma.
- Commas will no longer disappear on reports after exporting to Excel.
- Reconcile:
- Interest Class combo box will no longer appear on the Reconcile window when Class Tracking is off.
- Transactions:
- Fixed an issue that caused QuickBooks to crash when using a group item on an invoice.
- QuickBooks will no longer default to an Accounts Payable account on the Enter Bills window if it has been previously marked inactive.
- QuickBooks will now populate all appropriate information on a bill when adding a Purchase Order from the Select PO button.
- Utilities - Backup:
- Holding the Option key while going to File > Backup will allow you to manually select a backup location bypassing the location set in the Backup preference.
- Utilities - File Upgrades:
- Fixed an issue that caused QuickBooks for Mac 2013 to display the error [NSNull committedValuesForKeys:] after upgrading a company file from QuickBooks for Mac 2011.
New in QuickBooks 2013 14.0.3 R5 (Dec 18, 2012)
- Attachments
- Email forms
- Help / Guide Me
- Home Page
- Layout Designer
- Multiuser Client Connections
- Printing / Reports
- Reconcile
- Round Trip with QuickBooks Windows
- Transactions
- Utilities - Backup
- Utilities - File Upgrades
New in QuickBooks 2013 14.0.3 R4 (Nov 26, 2012)
- Attachments:
- Attachment that is deleted from QuickBooks will no longer appear in the attached documents library folder.
- Guide Me:
- Video added for "Creating Invoices"
- Layout Designer:
- Layout Designer will no longer freeze upon opening if a custom field on a template is marked to print.
- Text color will preview and print correctly on customized templates.
- Resizing columns by dragging from between the Description and Quantity columns will now work correctly on Estimates, Sales Receipts, and Credit Memos.
- Online Banking:
- Check number will now populate for transactions when payee and account fields are prefilled.
- Preferences:
- The annual interest rate for Finance Charges will now allow 5 decimal places.
- Cash flow classifications will no longer be lost when upgrading the company file.
- Reconcile:
- Account number will appear in Account field of Reconcile window, if pre-selected on Chart of Accounts.
- Subaccount transactions will now show when reconciling the parent account.
- Date ascending is now the default sort order for transactions when Reconcile window opens.
- Users can now use the keyboard arrows to navigate through the list of transactions and can press the space bar to select/de-select transactions.
- When a subaccount is pre-selected on the Chart of Accounts, the parent will no longer be selected in the Account field when Reconcile is opened.
- Reports:
- Profit & Loss Budget Overview will now be correct if the company's Fiscal Year is not equal to the Calendar Year.
- Fixed an issue that caused the Sales Tax Liability report to show an incorrect amount of tax due.
- Stability/Performance:
- Closing the Users and Passwords window before it opens completely will no longer result in an exception.
- User Interface:
- File Tax Forms icon on the homepage is no longer missing.
- Command + period will return user to No Company Open screen from login user list window.
New in QuickBooks 2013 14.0.2 R3 (Nov 10, 2012)
- Accounts Receivable:
- Create Statements window can no longer be opened multiple times.
- Fixed an issue that caused the decimal and following digits to disappear in the total of an invoice.
- Attachments:
- Added ability to scan attachments directly into QuickBooks.
- Added ability to include attachments in the QuickBooks backup process.
- Added the ability to change the name of an attachment in the pop over window and Attachment Center.
- Attachments will no longer show as "unattached" in the Attachment Center after adding a keyword to attachment, then saving a new transaction.
- Deleting an attachment prior to saving will no longer result in a failed save.
- Exported attachments will no longer be locked.
- Added ability to sort by attachment name in the Attachments Center.
- Fixed an issue that caused an unhandled exception while deleting an attachment from the popover.
- Banking:
- QuickBooks will no longer display $512,000 as the balance of an account on the Chart of Accounts, after reconciling the account to an ending balance of $2,000.
- Double clicking on a transaction in the Reconcile window will now open original transaction.
- Date field on a General Journal Entry will no longer revert to the previously saved date when saved while cursor is still in Date field.
- "Hidden" transactions after the statement date will not be included in totals on Reconcile window.
- Added the ability to click anywhere on a row in Reconcile to clear/unclear transactions.
- Centers/Lists:
- A Credit Memo marked pending will now appear under the Pending section in the Transaction Center.
- Clicking Edit Notes on a group will no longer open to a random customer:job if the group name isn't specifically highlighted in list.
- QuickBooks will no longer display an error when trying to save a name or item that includes a dash in the name.
- Customer groups will now sort alphabetically in the Customer:Job/Group combo box and in Customer Center.
- Inactive list elements will no longer become active after upgrading company file to QuickBooks for Mac 2013.
- Data Import:
- Data from the highlighted field in Data In Contacts will now be imported.
- Import button no longer remains grayed out when an item is checked for import after removing search filter.
- Fixed an issue that caused the first line of the Bill To Address to not appear for an imported contact.
- File Operations:
- QuickBooks will no longer try to open a company file in multiuser mode upon launch if the file is no longer being shared.
- Added ability to delete non-admin users after they are added.
- Transactions or items open at the time a workstation closes a shared company file will be saved after clicking YES to the prompt.
- Guide Me / Help:
- Added a toolbar icon to access the Guide Me window..
- Improved topics around data import, batch invoicing, IPN and sales forms.
- Guide Me videos will now auto play when opened.
- Attachments Center help icon now links to the correct help topic.
- Added Help button (?) on import window.
- Guide Me retains the correct content when switching applications.
- Can now access the help in the QuickBooks Server application.
- Online Banking: Fixed an issue that only allowed the entry of 1 digit in the routing number field when setting up Online Banking for select financial institutions.
- Preferences:
- QuickBooks will no longer display an error message when deleting the Legal/Shipping address or Contact field info from My Company preference.
- Printing/Email:
- Company address will now display correctly in Ship To field of a Purchase Order.
- Receive Payments window will no longer populate with invoice information from the invoices just printed.
- When printing 1096, the special character for "care of" in company address 1096 Contact Information will no longer cause the city/state/zip to print on street address line.
- Fixed an unhandled exception caused by deleting the account from Account field on the Print Check window.
- All form types messages will appear when emailed.
- Reports:
- All report filters will now be cleared when the Clear All button is clicked within the Report Filters window.
- Added toolbar for date range, expand and collapse to Reconcile reports.
- Report Refresh button now appears on Find reports if a transaction is edited.
- Fixed an issue that caused QuickBooks to close when the Income/Expenses graph on the Company Snapshot was filtered for all dates.
- Options button on the top of the Reconciliation Summary and Detail reports now functions correctly.
- Stability/Performance:
- Improved performance for reconciling and overall use in large company files.
- Drag and drop of Layout Designer templates will no longer cause an unexpected quit or crash when using QuickBooks in OSX v10.8 (Mountain Lion).
- User Interface:
- Customize icon now functions as designed when selected on the Bills form.
- Date Chooser window will now appear on last line of a register in 1-line mode.
- QuickBooks will no longer hang when setting font size on check to a larger value.
- A checkmark now appears next to "Enable Multiuser Mode" menu item to indicate multiuser is enabled.
New in QuickBooks 2013 14.0.1 R2 (Nov 10, 2012)
- Attachments:
- Added a QuickLook button to the Attachment Center and popover.
- The Attach button will no longer change to "Unattached" when saving an invoice while the attachment popover is open.
- Batch Invoicing:
- Trying to open a shared file will no longer take multiple clicks to open.
- QuickBooks will no longer allow the typing of notes directly into the Notes panel section when a group is selected.
- QuickBooks will no longer crash or hang from the Estimate form in the sample company when adding "Reimb Group" then removing and replacing with another group.
- Improved workflow for creating a group.
- Added ability to Print and Email invoices directly from confirmation window.
- Data Import:
- QuickBooks will now allow the import of contacts that have no name data as long as there is data in the Company field.
- The menu option to access data import has changed from File > Import > From Multiple to File > Import > Contacts and File > Import > Items.
- QuickBooks will no longer crash when importing Inventory items with no data in the Cost field.
- User can now delete a line from the Add Contacts, Products and Services window while the Role drop down menu is open.
- Error icons now appear in the Status column if the name is not imported.
- Middle Name field when importing contacts has been renamed as "Middle Initial" field.
- Zip codes are now included in the Vendor address after importing.
- Guide Me / Help:
- QuickBooks will now display the correct content for the Estimates help topic.
- Added content for the Rate field on the New Item window.
- Multiuser:
- Trying to open a shared file will no longer take multiple clicks to open.
- Printing / Reports:
- Credit card bill payments will no longer appear in the Check printing window.
- Round Trip with QuickBooks Windows:
- Fixed an issue that caused a crash while restoring a .QBB file created from QuickBooks for Windows.
- Total sales on the Sales Tax Liab report will now be correct in QuickBooks for Windows after restoring a .qbb created from QuickBooks for Mac.
- Stability/Performance:
- QuickBooks will no longer freeze when pasting a large amount of text into the Address field on a check.
- Improved performance for creating 1099 reports.
- Improved exception handling.
- User Interface:
- Tabbing out of transaction table no longer causes a row to disappear.
- Creating a check with no amount (not 0.00), the detail pane will no longer show NaN.
New in QuickBooks 2012 13.0.8 R9 (Aug 9, 2012)
- Subscription Feature:
- 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.
New in QuickBooks 2012 13.0.2 R3 (Nov 2, 2011)
- This R3 update includes:
- Help Content
- Layout Designer
- Online Banking
- Performance & Stability
- Printing & Reports
- Registration
- Round trip
- Time Tracking
- User Interface
New in QuickBooks 2012 13.0.0 R1 (Oct 4, 2011)
- NEW! Save time with redesigned sales forms that are more Mac like
- Sales forms have been updated with a new Mac-like look and feel. The new customer history panel summarizes customer information (like open invoices, balances, and notes) for easier review. For faster browsing, see your transactions in a list. Improved tables with adjustable columns and multiline descriptions give your data a cleaner look.
- NEW! Save time by adding online banking transactions in batches
- Now you can enter transactions directly from your financial institution into QuickBooks in batches, instead of entering them one at a time. QuickBooks automatically creates rules to rename payees downloaded from your financial institution. You can then batch enter transactions easily.1
- IMPROVED! Find important information quickly with better QuickBooks search
- Search names, transaction types, amounts, and dates, and use filters to refine your results. You can also access recent or saved searches.
- NEW! Invoice for projects in phases with Progress Invoicing
- Invoice in phases - by line item or percentage of the estimate - and easily track how much has been invoiced and what's left. Job history reports give you additional details.
- IMPROVED! Reduce errors by setting default accounts for key banking tasks
- Set up specific accounts to pay bills, pay sales tax, write checks, and deposit funds.
- IMPROVED! Manage journal entries quicker than ever
- It's easier to enter and navigate journal entries with our latest updates, like next/previous buttons, auto numbering, and auto-fill in the memo field.
- NEW! Create multiple time sheets with one click
- Save time entering similar time sheets by duplicating the last timesheet for an employee. Increased character limit in notes section allows you to capture more details.
New in QuickBooks 2011 12.0f5415 R11 (Aug 4, 2011)
- New Company Setup Assistant
- Online Banking
- Find Results
New in QuickBooks 2011 12.0f5402 R10 (Jul 15, 2011)
- Compatibility update for Mac OS X Lion v10.7
- Multi-user licensing/seat counts
- Online Banking
- Printing
New in QuickBooks 2011 12.0f5368 R9 (May 18, 2011)
- Duplicate transactions will no longer be created when editing an unrecorded check transaction in the account register.
- All items are now selected when creating a Bill from a Purchase Order.
- Sales Receipts will now show the Item Description only once if "Print selected time and costs as one invoice item" is checked in Time/Costs window.
- The instructional PDF created when making a QuickBooks for Windows backup has been updated.
- Updated files will no longer show the error "[NSMutableIndexSet initWithIndexesInRange:]: Range {0, 2147483648} exceeds maximum index value of NSNotFound - 1" while opening.
- Total Miles are now displayed when printing detail reports.
- A Collection View has been added when opening a template. All templates can be previewed prior to selection.
- New Memorized Transactions and Groups will automatically show in the Memorized Transaction List.
- Backup will no longer fail after using a memorized transaction.
- The To Do list is correctly exported when selected.
- The Financial Institution list will now display the correct Direct Connect fees in Online Banking Setup.
- Fixed a Crash Catcher report when printing invoices.
- The New Sheet button on Weekly Timesheets now works correctly.
- Weekly TimeSheets now tab in correct order.
- A single instance of My Time will now open when Launch My Time is selected from within QuickBooks.
- My Time will now open in front of other programs when selected from within QuickBooks.
- The Help topic "Applying a discount to a statement charge" has been updated.
- QuickBooks feedback now shows the correct release number.
- Update server application for QuickBooks for Mac 2011 R9 compatibility.
New in QuickBooks 2011 12.0f5314 R7 (Feb 15, 2011)
- Client:
- Fixed issue where weekly timesheets are not displaying the hours each day after saving.
- Server:
- Update server application for QuickBooks for Mac 2011 R7 compatibility.
New in QuickBooks 2011 12.0f4172 R5 (Jan 4, 2011)
- Client:
- Fixed a crash when reconciling.
- Updated User Guide to new unlocked version.
- 1099 vendors can now be added without a taxpayer ID.
- Expiration date now shows X's on Merchant Account emailed and printed receipts.
- Improved round trip functionality.
- Server:
- Update server application for QuickBooks for Mac 2011 R5 compatibility.
New in QuickBooks 2011 12.0f4060 R1 (Oct 14, 2010)
- Major Features:
- Multiuser. Work more efficiently by giving employees access to critical financial tasks such as looking up customer contact information, invoicing, and entering and paying bills.
- Permissions. Keep your financial data secure by assigning passwords and choosing which of eight categories of QuickBooks activities employees can access.
- Mileage tracking. Track miles driven for business purposes to claim a deduction at tax time or easily invoice customers for billable miles. Get insights into your driving habits and job costing with four new mileage reports: Mileage by Vehicle Summary, Mileage by Vehicle Detail, Mileage by Job Summary, and Mileage by Job Detail.
- Additional Improvements:
- Reports customization. Quickly customize the formatting of reports with palettes that look and work like you’d expect on a Mac.
- Layout Designer enhancements. Get a professional looking form that reflects your business more quickly with 20 new templates and more powerful layout tools, including alignment, cropping, zoom, customizable grid units, status stamp preview, and a selection tool that indicates the dimensions of a region.
- Little Square. This online magazine built for and by QuickBooks for Mac users features videos and articles from real small business owners, the QuickBooks for Mac team, and experts in small business topics.
- Sort registers. Account registers can be sorted so you can find transactions faster. Options include date/type/number, amount, number, order entered, date and order entered, and cleared status.
- iChat integration. In multiuser mode, see other QuickBooks users’ iChat status and easily start a chat with them to enhance collaboration around the office.
- Customizable Sounds. Assign new sounds to QuickBooks events, or add your own sounds.
- Online banking. Match transfers between two accounts enabled for statement downloads.
- Transactions deleted from the Downloaded Transactions window stay deleted. “Clear matchedtransactions” when closing the Downloaded Transactions window can be made the default.
- QuickBooks Help. Streamlined and consolidated articles to make it faster to find answers and relevant related information.
New in QuickBooks 2010 11.0f2827 R8 (Apr 21, 2010)
- Stability improvements and General fixes:
- Fixed a crash that was occurring in some company files imported from Quicken.
- Fixed a crash that was occurring opening some company files.
- Fixed a bug where some transactions (i.e. deposits, general journal, transfers) were incorrectly showing for the first customer in the Customer Center.
- Fixed a bug where customer notes were sometimes lost when upgrading company files from previous versions.
- Interoperability / Round-trip:
- Fixed a bug where an IIF import of accounts would sometimes re-order items/sub-items.
- Fixed a bug when trying to add a new Credit Card after round-tripping some files.
- Fixed a bug where the link to a Credit Card transaction was sometimes lost round-tripping some files.
- Merchant Services:
- Add support for Intuit GoPayment accounts and transaction processing.
- Fixed a bug where the Download Transactions window would sometimes remain open after closing a company file.
- Report and printing fixes:
- Fixed a crash that would sometimes occur printing a report as PDF.
- Fixed a crash that would sometimes occur running the Customer Summary Report.
- Fixed a bug where the P&L by Job Report was showing amounts/balances as "overflow" on Snow Leopard in some company files.
- Fixed a bug where the Unpaid Bills Detail report was showing "overflow" amounts on Snow Leopard in some company files.
- Fixed a bug where multi-page statements Sent in Email were sometimes all printing on a single page.
- Fixed a bug where budget reports would sometimes print blank.
New in QuickBooks 2010 11.0f2766 R7 (Mar 1, 2010)
- Stability improvements and General fixes:
- General performance fixes.
- Fixed a crash that occurred while condensing some files.
- Fixed a crash that occurred deleting some accounts from Chart of Accounts.
- Help Topic updates:
- Updated hyperlinks in Import/Export help topics.
- Online Banking:
- Fixed a crash that was encountered closing a file after saving a direct deposit.
- Fixed a crash that would occur downloading with Direct Connect.
- Fixed a problem where Direct Connect with some financial institutions was not connecting correctly.
- Updated text in warning message for Discount Info button in checks window.
- Payroll fixes:
- Fix for printer friendly payroll print outs.
- Preference fixes:
- Fixed a problem where transaction password could not be entered when closing date is '01/01/2009'.
- Report and printing fixes:
- Fixed a crash printing to some HP printers on Snow Leopard.
- Fixed a problem printing address info on 1096 forms.
- Fixed a problem where inactive items were still showing up on the Inventory report.
- Fixed a problem where inactive items were not showing up on the Sales report.
- Fixed a problem where a large left or right margin would produce a blank report.
- Utilities fixes:
- Fixed a problem where drag-n-dropping an IIF file would sometimes close the company file.
- Fixed a problem where the save dialog would sometimes appear twice while restoring from Windows.
- Fixed a problem where verify would sometimes incorrectly report, "abandoned recNums for accounts".
New in QuickBooks 2010 11.0f2731 R6 (Feb 3, 2010)
- Stability improvements and General fixes:
- Improved performance in files with a lot of item history.
- Improved round-tripping of customer information.
- Fixed a crash some users encountered trying to print various form types (i.e. checks, invoices).
- Fixed a crash that would sometimes occur in lists and combo boxes.
- Fixed a crash that would sometimes occur after quick adding a new Class on an Estimate form.
- Fixed a crash that would sometimes occur creating a new customer with Quickadd in newly created company files.
- Fixed a bug with the date picker in 1099/1096 printing window.
- Fixed a bug with the date picker in Transfer Funds window.
- Fixed a bug with Next button sometimes not saving changes in Transfer Funds window.
- Fixed a bug where memorizing a transaction incorrectly increased an invoice total.
- Fixed a bug where an item list would forget a custom sort order.
- Fixed a bug where merging two accounts would not properly delete the old account.
- Fixed a bug that would sometimes create a blank bank account after printing checks.
- Fixed a bug with recording changes to existing Transfer Funds records.
- Fixed a bug with prev/next not working properly in Receive Payments window.
- Fixed a bug where the Rep field in Customer info was sometimes not getting saved.
- Fixed a bug where you could not select default account for the Check Register icon in the Company Home Page.
- Fixed a bug where 'Transfer Funds' was not showing up in the Transaction Center, in the Other section.
- Fixed a bug where an error would sometimes occur when upgrading a QB 2007 file.
- Help Topic updates:
- Fixed some typos in the Glossary.
- Updated content in the "Reports and graphs tips" topic.
- Updated content for changing item types.
- Updated content for global report font settings.
- Updated content for toolbar information.
- Updated content for LightSpeed preference topic.
- Layout Designer fixes:
- Fixed a bug where the "Discount Available" field was not being printed correctly.
- Payroll fixes:
- Fixed a bug where an employee sometimes gets imported with 'Print As' line set to the Company Name.
- Preference fixes:
- Fixed a bug where a customer list could get damaged after adding a second sales tax item after a customer import.
- Fixed a bug where the "Legal" company name was not saved correctly for printing 1099s.
- Report and printing fixes:
- Fixed a crash that was sometimes encountered exporting Vendor Balance Summary to Excel.
- Fixed a problem where printing registers would sometimes lock up on Snow Leopard.
- Fixed a bug where the 1096 phone number was getting truncated on printouts.
- Fixed a bug where user could not use DELETE key to remove forms from the 'Print Forms' window.
- Fixed a bug where Unicode characters were not printing correctly in some reports.
- Fixed a bug where you could not tab out of the Account field in Print Checks window.
- Fixed a bug where Item Price List report was not properly printing two digits for the cents.
- Fixed a bug where name column sorting was not case-insensitive.
- Fixed a bug where newly created invoices would sometimes show up as checks to be printed.
- Fixed a bug where the Reconciliation report would sometimes print all on one line.
- Fixed a bug where the Job Detail report would sometimes display wrong data on Snow Leopard.
- Fixed a bug where Job Summary was not sorting by customer, then job number.
- Utilities fixes:
- Fixed a bug where 1099 preferences are not retained round-tripping.
- Fixed a bug where memorized transactions could get lost round-tripping.
- Fixed a problem where automatic backup was interrupting Lightspeed IIF imports.
- On IIF import, canceling of automatic backup now allows the import to proceed.
New in QuickBooks 2010 11.0f2539 R5 (Jan 6, 2010)
- File upgrade/import performance fixes:
- Improved upgrade performance from previous versions of QuickBooks for Mac.
- Improved import performance from round-tripping files with Windows.
- Stability improvements and General fixes:
- Added memo column for journal entries in the Transaction Center.
- Added ability to filter Transfer Funds transactions in find and report filters.
- Added the ability to show all dates in the following Company Snapshot widgets: "Income and Expense Trends", "Expense Breakdown", and "Income Breakdown".
- Enabled save as text/email as pdf menu items in contextual menu displayed in lists.
- Fixed a crash that would sometimes occur opening a file while new toolbar dialog is displayed.
- Fixed a bug where date shortcut keys were not working in Create Statements window.
- Fixed a bug where the ESC key would not close the date picker in some windows.
- Fixed a bug where Restore Defaults in Company Snapshot would sometimes result in a blank window with no widgets.
- Fixed a bug where selecting 'Permanent' in the name information change dialog would sometimes not save changes in terms from an invoice.
- Fixed a bug where the sales tax preferences window could become grayed out in some company files.
- Fixed a bug where the decimal point preference was not being used in the Transfer Funds window.
- Fixed a bug where the Transfer Funds window could not be added to the toolbar.
- Fixed a bug where the Vendor pay bills window would not remember the payment account previously used.
- Fixed a bug where an error dialog would appear when trying to use a discount in receive payments to write off 100% of an invoice.
- Help Topic updates:
- Updated the payroll video in the Tutorial Center.
- Layout Designer fixes:
- Fixed a bug where custom estimates would sometimes not print in landscape mode.
- Fixed a bug where some text boxes in a layout were printing unevenly.
- Merchant Account Services fixes:
- Fixed a bug where receipts would sometimes show AMEX for all card types.
- Online Banking fixes:
- Improved error messages displayed when receiving transmission errors from financial institutions.
- Preference fixes.
- Report and printing fixes:
- Added support for selecting multiple transaction types in report filters.
- Added back the ability to select which forms to print in the print forms window.
- Fixed a crash that would sometimes occur printing a bill payment check that includes a bill credit.
- Fixed a bug where high resolution images were not printing correctly.
- Fixed a bug where copyright symbol would sometimes print as a '?' question mark.
- Fixed a bug where inactive items would print on some inventory reports.
- Fixed a bug where line spacing in Ship To field on some invoices was too close.
- Fixed a bug where the 'Name' filter was not working on Time Reports.
- Fixed a bug where Purchase Orders would sometimes show as negative amounts in the print forms window.
- Fixed a bug where Income & Expense graph would not show income recorded via general journal transactions.
- Backup and Restore fixes.
New in QuickBooks 2010 11.0f2389 R4 (Dec 16, 2009)
- Stability improvements - crash fixes.
- File upgrade performance fixes.
- General interaction fixes.
- General performance fixes.
- Help Topic updates.
- Layout Designer fixes.
- Merchant Account Services fixes.
- Preference fixes.
- Report and printing fixes.
- Visual bug fixes.
New in QuickBooks 2009 10.0.3 R6 (Apr 20, 2009)
- File Operations - QuickBooks no longer displays error (-6177, 0) when opening a company file on the root drive or some network locations.
- Inventory - Some Sales Orders are incorrectly marked as closed when group items or unit of measure items are used.
New in QuickBooks 2009 10.0.3 R4 (Jan 19, 2009)
- Allows you to create and print deposit slips.
- See all transactions in one place in the Transaction Center.
- Get a real-time snapshot of your business in one central location with the new Company Snapshot.
- Organize data all in one place with Customer, Vendor and Transaction Centers.
- Automatically populate and print 1099s for independent contractors and federal filing.
- Improved downloaded bank and credit card transactions importing.