A new way to explore the best of what QuickBooks has to offer. Fixed an issue that prevented opening memorized reports created in QuickBooks For Accountant versions, when creating a new company file with QuickBooks , the Admin will be prompted to login to their Intuit Account. Fixed an issue where your NEC Memorized report didn't warn you when using unsupported dates. Admin users can now request access for a Secondary Admin Intuit account role.
Helps ensure that the file password is typed correctly. Request to deposit customer payments into your bank account in minutes. QuickBooks Company File Admin will be prompted to re-login to Intuit account at Company File open after days of previous login helping Admin users consume Intuit connected services seamlessly.
Fixed the incorrect values in the aging column for an invoice when selecting different Sort By for all customer reports. Company file users can request the Admin grant them necessary roles or permissions needed to complete certain tasks. Fixed an issue that caused QuickBooks to quit unexpectedly while upgrading from an earlier version of QuickBooks. New checkbox appears when saving customer credit cards that requires merchants to explicitly agree that they have a signed consent on file from their customers.
Users are able to batch delete unlinked sales orders similar to the batch delete for invoices, bills, and checks. Fixed an issue that caused QuickBooks to close unexpected after an old prior to file was upgraded Fixed an issue that caused QuickBooks to close unexpectedly when emailing Payment Receipts using QuickBooks-Email method Fixed an issue where QuickBooks passed incorrect cents amount for L3 items when processing a credit card transaction Fixed an issue where users were getting "Payroll Activation" screen when accessing Invite Page Fixed an issue that would allow non admin users access to the Merchant Service Deposits screen Fixed an issue that caused an incorrect online payment balance to show for pay enabled Invoices modified by 3rd Party applications.
Admin is now required to sign in to their Intuit account when: Creating a new company file Opening an existing file. The migration tool for moving QuickBooks from one computer to another is improved and more reliable.
Creating a new QuickBooks Time account will require use of your existing Intuit account login. Sending mails from QuickBooks through Gmail's secured option will show a pop-up window instead of an embedded browser in order to comply with additional changes to Google's privacy policy.
QuickBooks Desktop customers can now efile Misc forms via an Intuit service, in addition to the Tax service. Fixed an error where the "See History" link for an invoice appeared blank because credits were applied to it. QuickBooks Payroll now supports the W-4 as well as continuing to support the and prior W Payroll has been updated to ensure continued compliance with United States payroll tax laws. Have the flexibility to calculate landed costs for transactions under closed accounting period as well.
Fixed an issue which showed incorrect results in the income or bill tracker filtering transactions by 'Last Fiscal YTD'. Release 3 R3 - November What's important about Release 3? Embedded browser updated To comply with the sunsetting of the Internet Explorer browser by Microsoft, the embedded browser has been updated to CEF Chromium Embedded to continue in-product browser support.
Release 1 R1 - October What's important about Release 1? Learn how this improves stability and performance. Accomplish your accounting tasks faster with a quicker, more reliable QuickBooks. Was this helpful? Yes No. You must sign in to vote, reply, or post. If you have the full program with the QuickBooks Database Manager on your computer, then you can install over the previous version. You can also keep both versions. One Database Manager will run the services for one or multiple versions installed.
Follow the onscreen prompts until the install is done. If you receive an error message during install and reboot your system and try the install again. Open your company file in the new version of QuickBooks.
Sign in as the Admin. QuickBooks will back up your file before updating it. To do this: Select the Windows Start button. Select Settings , then select Control Panel. Select Add or Remove Programs. Select the Windows Start button, then select Programs. Improvements in Online Banking Users can now Assign a customer:job to their expenses in their banking transaction tables.
Create rules that automatically assign customer jobs to expenses. Refresh bank data for multiple accounts within a bank with a single click of a button. Create rules for both money in and money out transactions. Save customizations of columns. Scheduled Statements Users will now be able to send statements to customers who are dynamically added to the group after the group has already been sent statements. Receipt Management Users can register a custom email id for the company file and send receipts via email.
The emailed receipts will be extracted and can be reviewed before adding to the register. Users can also batch edit and delete the transactions as needed. Bug Fixes Fixed an issue that caused a crash when creating a Payment Receipt template. Fixed an issue causing a crash while restoring a company file backup. Fixed an issue that caused a crash when closing the company file after adding contacts in the Customer or Vendor center.
Fixed an issue where the number of attachments to an email were not shown correctly after an attachment was removed while using the 'Combine all forms to recipient in one email' option in the 'Send Forms' window.
Fixed an issue with Receipt Management where create new transactions used to fail if the bank account name included special characters. Fixed an issue where date and amount columns were not getting sorted on the 'Match to Existing transactions' window. Fixed an issue with Receipt Management where all the receipts are not listed in the dashboard if a large number of receipts above are uploaded.
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