Recent changes, improvements, and fixes in QuickBooks 2011 and Enterprise 11.0

• The account is now correctly filled when writing a check to a vendor if the "Automatically Recall last transaction for this name" preference is enabled.

• The confirmation dialog to record your changes to to the check now correctly appears after changing a payment that is linked to a check.

• QuickBooks should no longer display unrecoverable error 14461 13861 when duplicating a row in the Add/Edit Multiple screen.
• QuickBooks will no longer display the error 0 non-inventory records have been saved when duplicating a row in the Add/Edit Multiple List Entries window.

• The tax line assignments for new company files created by choosing the Rental industry have been updated.

• You can now edit transactions flagged to email without adding a duplicate email to the Send Forms list.

• Tax tracking types will now show up correctly when viewing the Payroll Summary by Tax Tracking Type report in Excel.

• Changes made to a sales order template with the Backordered and Invoiced columns selected to print, will now be saved.

• The Help for Report Center will now display corresponding help content when launched and the "About saving credit card information link" topic has been updated.

• The error 1334 should now only be seen when updating from R1. It should not happen if you are updating from R3 or Later to the latest release.
• Some customers will have an icon that allows them to perform a 1-Click Upgrade to a newer QuickBooks version. This is in place of needing to download and install the new version after purchase. It happens automatically as part of the purchase process.

• When credits have been applied to an invoice before it is sent, PaymentNetwork now presents the net amount (not the gross) as the default amount to be paid online. Credits applied after the invoice was sent are not reflected in the amount to be paid unless the invoice is re-sent. 
   
• Instead of using Sync, you can now download payments received via PaymentNetwork directly into QuickBooks 2011. You see a list of payments, with under- and over-payments flagged, and can choose which to record. QuickBooks marks the invoices “paid”, records receipt of payment, and optionally records the bank deposit. To access: Open the Online Services/Online Solutions menu, select Intuit PaymentNetwork, click Download Payments, and sign in with your PaymentNetwork password.
   

• The Clear Quantities button on checks written Purchase Orders will now correctly clear the quantities and free up the received quantities on the PO.

• QuickBooks will no longer crash when a sales transaction (eg., invoice) is edited and saved using 'Save' button.

• Loan Manager and Cash flow projector will now work on IE 9 without opening to a KB article.

• The Add People or Products and services feature in the QuickBooks Setup window has been improved.

• Paychecks are now excluded from the Deposit Detail Report.
• QuickBooks will no longer print Company Contributions in the taxable section of the paystub when they are actually not taxable.

• QuickBooks will now properly update the pin vault when the E-File and Pay pin is changed.

• QuickBooks will now print deposit slips correctly when a custom payment method is used.

• Automatic update is no longer defaulted to on until the terms and conditions have been accepted.

• The Bank URL, Fee WebSite and Support URL are no longer missing in the Contact FI info to request PIN screen.

• Time Tracker access points have been removed.

• Emailing reports now works correctly. 
• QuickBooks will now display the correct quantity when the QTY column is added to the Transaction by Payroll Item report.

• The calculation for shipping estimates in the USPS shipping manager has been updated.

• QuickBooks will no longer allow users with view only access to Receive Payments save any edits made.

• The error "Warning: There was a problem sending changes to the accountant copy file transfer server..." will no longer be caused by entering long dashes in MS Word and pasting them into the Additional Notes.
• Using the Accountants File Transfer Service to convert a QB 2009 client's file with QBA 2011 will no longer give the following incorrect msg: "The accountant's Copy transfer file came from QuickBooks 2009. You can edit it with QuickBooks Accountant 2011......" The message is incorrect - you can only edit files from the previous year's version.

• The site quantities will no longer be incorrect when an item transfer transaction is duplicated and then the quantities changed before the new transaction is saved.
• Manually closing a Sales Order will no longer cause verify to report problems with the data file incorrectly.

• Client Data Review will no longer unexpectedly close when using the Troubleshoot Inventory feature and changing the filter criteria.
• Client Data Review will no longer unexpectedly close when filtering by account in the "Fix unapplied customer payments and credits" feature.

• Rebuilding your company file will no longer get stuck on the message: Working: Rebuilding data when there are special characters in the online payee records.
• When QuickBooks matched an online payee prior to R9, the logic decided which name field to use (name, name on check, or address line 0) based on name type (customer, employee, other). Now all the possible fields that could contain the correct name (name, address line 0, address line 1, name on check, first-middle-last) - are compared to the online payee to find the right match. Verify data should now only report a problem when there is no match.
• QuickBooks will no longer display the message: Message: "Another user has made changes to this Invoice or a transaction that is linked to it" when creating or editing transactions in Multi-User mode.
• Company files from newer releases will no longer produce an error during Verify data or a backup in releases of QuickBooks 2009 prior to R6.

• Sent invoices will no longer show in the invoices to send list (send forms) from the File menu.
• QuickBooks will no longer attempt to send all selected items when double clicking an item in the Send Forms screen. The edit email window will open.
• Sending templates from QuickBooks to mobile devices that use QBConnect will now preserve more of the color settings of the template.

• Many instances of the error 1603 have been fixed.

• The Enable online payment checkbox on the invoice now allows you to add or remove the links for
  • This Invoice only
  • All invoices for this customer
  • All invoices for all customers
  
   
• The Edit Payment Info Tab in the customer center now includes Customer Level Preferences for turning the IPN links on and off. It has 3 options
  • Follow Company Default
  • Always On For This Customer
  • Always Off For this Cutomer
  
   
• Sign Up to Inuit Payment Network  Alert will now show when Saving the Invoice.
  
   
• The payments preferences page now has the following options
  • Include online payment link on emailed invoices – On click alerts the users that this will not override their customer settings for customer.
  • Include online payment link on printed invoices
  • Intuit Payment Network Email
  • Turn off all online payment links – Pops up caution dialog and the user has to type ‘yes’ to completely turn off all IPN links. Progress indicators are used and a message indicates that all IPN links have been turned off.
  
   
• Email to payor with invoice has IPN links and the learn more link. And the pdf containing the invoice and the IPN link is attached with the mail.
  
   
• The Add/Edit Multiple List Entries feature will now contain an online payment link when viewing customers.

• QuickBooks will no longer display the wrong quantities on an Inventory Item QuickReport when the item quantity has an opening balance for the date range of the report.
• The Inventory Item QuickReport now calculates the Quantity correctly, even when there are multiple Units of Measure set up.
• The Change Item Prices "Mark All" selection is now working correctly.
• The physical inventory worksheet will now quickzoom to the item quickreport instead of the edit item window.
• Price levels no longer round to 2 digits when "no rounding" is selected.

• When you turn on the phone number to print on paystubs, the phone number will no longer print in the return address section too.
• Sick and vacation balances now update when editing a pending paycheck.
• QuickBooks now has the ability to detect your subscription if you are an Enhanced Payroll for Accountants subscriber.

• The R9 release, when installed from the full product download, will now include Intuit Sync Manager version 4.5.

• The audit trail report now includes better tracking of the user (in MU mode) that makes changes to a transaction.
• Custom fields for transactions are now available in Custom Advanced Reporting.
• More contacts are available in Custom Advanced Reporting.

• In some cases a old QuickBooks related service was preventing QuickBooks from opening correctly after installing an update. QuickBooks should now open correctly after the R9 update is installed.

• Closing the write checks screen will no longer cause QuickBooks to unexpectedly close when there are multiple bank accounts.

• QuickBooks will no longer unexpectedly close or display the error "QuickBooks has stopped working" when creating or editing memorized transactions.
   

• When you create more than one invoice for a percentage of an Estimate that includes a discount, the discount amount now calculates correctly on all invoices for the estimate.
   
• "Assertion Error" will no longer appear when a new inventory item is created from the invoice and the transaction is saved when clicking the icon on the invoice toolbar.

• "Transaction is not in balance" message will no longer appear when deleting or editing lines on inventory transfers.
   
• Inventory Stock Status by Site and Inventory Valuation Summary by Site reports will show active items only.

• If you have signed up for QuickBooks Mail Invoices, you can now send batch invoices from the Collections Center.

• Users will no longer get a runtime error if Launchpad is closed during a template upload
   
• QBWin.log will no longer show a LVL error when Launchpad is opened.
   
• Data Sync Help links now point to QuickBooks Support site rather than AssistanceCentral.
   
• Intuit Sync Manager is now installed as a QuickBooks SDK application to prevent QuickBooks from closing with an unexpected error.

• QuickBooks should no longer display the message "Data Truncated" when using the ODBC reporting feature.

• Payroll reports in Excel now work with Excel 2010 64-bit.

• The .TLG file will no longer increase in size when the program installs an update.
   
• Verify/Rebuild will now detect and fix when an Online Payee name differs from the corresponding Vendor.
   
• The Password reset tool no longer treats the username as case sensitive.
   
• The password reset function inside QuickBooks will now work for files from older versions of QuickBooks.
   
• QuickBooks Pro will no longer display an unexpected error message and close when more than the max number of users try to log into the company file.
   
• QuickBooks has been improved to help prevent Data corruption in the event of a power outage.
   
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• Verify Log File will now display the Transaction No (number) and Form No which are displayed in the QuickBooks form.
   
• QuickBooks Windows now shows a one-time message when the user goes to File>Utilities>Copy company file for QuickBooks Mac.
   
• QuickBooks will now correctly prompt for a backup to be made when updating a company file from an Pro or Premier 2011 version to an Enterprise solutions 11.0 version.

• Downloaded Templates will now keep formatting and color scheme once imported into QuickBooks 2011.

• Several Help topics have updated content and the help pane has been improved.

• Enhanced the refresh time for Intuit Data Protect to show a more accurate status on the Home page.

• IPN footer no longer appears on emailed or printed invoices when online payment is disabled.
   
• Intuit PaymentsNetwork link on emailed invoices has been shortened by removing the "To:" and "From:" email addresses on the IPN url.

• Sales Tax Group items are filtered out from the Item Code field on invoices.

No Company Open Window Improvements  (available in QuickBooks Pro Plus, QuickBooks Premier Plus,  QuickBooks Accountant PAP)

• QuickBooks now displays the last Date/Time modified and the file size for company files listed in the No Company Open window.
• When you put your mouse over longer filenames that are not complete displayed in the No Company Open screen, you will see a tooltip that gives the full filename.

One Click Bill Payment (available in QuickBooks Pro Plus, QuickBooks Premier Plus,  QuickBooks Accountant PAP)

• You can now enter a payment for a bill using the button the Bill and all the fields will be filled in to create the payment.

• Send Payroll reports to Excel should work with Excel 2010 64-bit.
   
• Enhanced the way sick/vacation balances show on historical paychecks in order to reflect more accurate balances.
   
• More fields are available on employee records in QuickBooks for customers who have a payroll subscription.
   
• Pay period end date and begin date, columns and filters have been added to transaction reports.
   
• QuickBooks now allows automatic export of tax forms to the tax form viewer.

• You will now be able to adjust the Help window to view Help and work in QuickBooks File Manager simultaneously.

• QuickBooks no longer closes with an unexpected error while downloading fee transactions when the memo field contains non-alphanumeric characters.
   

• Opening Balances entered with a future date through QuickBooks Setup will have invoices and journal entries reflecting the date entered and not current date.

• It is no longer necessary to turn off and turn back on UAC (including system restart) when the SDK is having trouble connecting to QuickBooks.

• QuickBooks Shipping Manager will now work with the United States Postal Service.

• The Doc Center icon no longer reappears after it is deleted.

• QuickBooks will now allow users to delete a Customer Note before sending emails from the Collections Center.

• Importing and customizing sales form templates will no longer cause the unrecoverable error 14867 99905.

• Send troubleshooting information to your support agent
  • Sends data from QuickBooks in-product browser and makes the data immediately available to agents.
  • Data sent includes OS, disk space, options in use, size of tables and more.
• Integrated Help (available in Pro Plus, Premier Plus & Premier PAP)
  • A search box and button have been added to the QuickBooks menu bar to allow quick access to online help.
  • A single search now queries the QuickBooks in-product help, the Intuit Communities and the QuickBooks support website for answers.
• Built in Password Reset
  • QuickBooks can now reset your company file admin password from within the program.
  • Correct registration and license information is required to complete the process (to verify your identity).
• Enhanced the way Help displays when changing the default Windows 7 font to a larger font.
• Enhanced display issues when loading graphics in Help.
• QuickBooks Automatic Data Recovery (not available for Premier Accountant and Enterprise Solutions at this time)
  • QuickBooks Pro, Pro Plus, Premier and Premier Plus now automatically create a copy of the data file. This can be used to do automatic data recovery should the file become damaged.

• The Intuit Data Protect System Tray icon will no longer load for unsubscribed users.

• Batch invoices will now have a selection to add the Intuit Payment Network link to them.
• QuickBooks will no longer become temporarily unresponsive when selecting Allow Online Payment and Send Invoice Via Email while creating an invoice.

• The build point of an Assembly Item will now reflect properly on the items Reorder point.
• QuickBooks will now display the "You don't have enough quantity to sell" message when appropriate while generating an Invoice from an Estimate or Sales order.
• Added the ability to remove line items from Inventory Adjustments after the document has been saved.

• Batch Invoicing for Time and Expenses (Available in Premier Plus and Premier Accountant PAP.)
  • Users can view billable transactions for multiple customers and view the billable amounts for time, expenses, mileage, and purchased items.
  • Select the customers to be invoiced, generate invoices, and select delivery options (email or printed).

• Memorized Transactions Improvements (Available in Pro Plus, Premier Plus and Premier Accountant PAP.)
  • The prompt to enter memorized transactions when opening QuickBooks has been replaced with a list of memorized transactions ready to be entered.
  • You can now choose "Do not display in the future" when prompted to enter a memorized transaction.

• The Print checks window now correctly show payroll checks in the print queue.
• QuickBooks should no longer incorrectly display Error PS036 when you try to validate your payroll subscription.

• The XPS Document Driver will now install properly if .Net is already installed on the computer.

• Intuit Data Sync (Sync Manager) will no longer fail to connect to company files that have special characters in the Company Name inside QuickBooks.
• Launchpad Improvements (Available in Pro, Premier, Premier Accountant, Pro Plus and Premier Plus.)
  • The launchpad feature can now be updated without a QuickBooks release patch.
  • Launchpad can track unique users within QuickBooks Desktop based on the company file name.
  • QuickBooks can now detect new Connected Services Applications that have not been setup yet and prompt the user to set them up.
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• You will no longer see the "Files Assignment May Change" dialog when you remove your client list and then update it.

• Inventory Items without a description will no longer display the description of the item above in the Inventory to Reorder section.

• The transaction journal report now displays the Debit and Credit columns automatically in more cases.
• When you combine multiple Profit and Loss reports, inactive accounts will no longer appear on the report.
• Custom field views for MLI will now be available in OBDC reports.
• Multi Location Inventory (MLI) views are now available when creating reports using ODBC.
• New columns have been added for ODBC reporting.

• Unit of Measure will now correctly import when there are more than 2 digits to the right of the decimal point in the conversion ratio.

• The transaction journal report now displays the Debit and Credit columns automatically in more cases.
• New tab on Transaction pane for information specific to the current transaction (Available in Pro Plus, Premier Plus and Premier Accountant PAP.)
  • See who created and edited a transaction
  • When it was emailed
  • What transactions were related to it
  • New ability to create notes on supported transactions

• Vendor names are no longer missing in the Client Data Review Reclassify Transactions feature. They were missing when using this feature with Release 4.

• QuickBooks will no longer erroneously display the message "A Data problem prevents QuickBooks from continuing" when running the verify data utility or a backup that includes the verify process. This message was being displayed erroneously in some cases. If this message is displayed in Release 5 or later, the message is correct and you should follow the instructions on the message.

• 1-Click-Sync will no longer fail when the company file has special characters in the name.

• You will now receive the correct account status messages when trying to connect to the Accountant's Copy File Transfer Service.

• Billed Data and Due Date now function correctly on memorized transactions.

• The "Total Quantity" field in the Add/Edit Multiple List Entries correctly reflects the total quantity for all locations.
• QuickBooks will now copy reorder points correctly when using the Copy Down option in the Open Inventory site information screen.
• QuickBooks will now calculate adjusted item values properly in Inventory Adjustment transactions when Advanced Inventory is enabled
• When using "Copy Down" in the Add/Edit Multiple List Entries screen to copy similar Site Reorder Points or Site Quantities, QuickBooks now copies the similar information down.

• The Business Planner in Windows 2008 Server no longer displays the error ""version has stopped working".

• You can now reclassify item-based transactions to or from balance sheet accounts using Client Data Review.
• A wrench icon has been added for the "Find Incorrectly Paid Payroll Liabilities" link on the Client Data Review Center. This should make it easier to identify this link as a tool.

• QuickBooks will no longer display an unexpected or unrecoverable error and close after viewing a newly deleting a newly created account that was viewed in the company snapshot.

• ODBC Reporting now includes hierarchical names for names lists.
• ODBC Reports can now include payroll data.
• Custom Advanced Reporting permissions have been improved.
• The Sales Tax Code list is now available in ODBC reporting.

• Icons for QuickBooks Plus subscription versions will now show that they are for QuickBooks Plus.
• QuickBooks should no longer display the (-6129, -143) or (-6000,-99003) error codes when opening a company file.

• All tutorials now display the completed checkbox once the tutorial has been finished.
• E-book link now opens the correct page from the Learning Center Tutorials.
• The help topic for Average Days to Pay now correctly points to the Average Days to Pay report.

• ISW will now function correctly with Office 2010 32 bit.  The 64 bit version of Office is not supported with ISW.
• The messaging displayed when attempting to use ISW with 64-bit Office 2010 has been updated.
• ISW Update Manager now checks for updates on a weekly schedule.
• ISW will close (and install the updates)  if you choose to install updates when you open the program.
• The correct version, version year, and copyright year appear in the "About ISW" box.
• If an update to ISW is damaged during the download you will be prompted to try again or cancel.  If you cancel you will be prompted to download the update the next time ISW is opened.
• You will be prompted to install available updates the next time you launch ISW after canceling the installation in a prior session.  Previously, the prompt never appeared again.

• Inactive items can now be hidden on the Change Item Prices window.
• Inventory Adjustments can now be entered with zero value adjustments.

Multi-Instance  (available in QuickBooks Accountant and QuickBooks Enterprise Solutions.)

• Save Forms as PDF no longer restricted in a second instance of QuickBooks.
• Send Forms is no longer restricted in a second instance of QuickBooks.

• QuickBooks Coach can now be disabled in files that are converted from QuickBooks 2010 where the Coach was enabled.
• QuickBooks Easy Setup now requires single user mode to open.

• QuickBooks no longer displays the message "One or more of your paychecks are dated earlier than 09/09/2027" when transmitting payroll.

• Users can now drag and drop files into QB File Manager to create a new client folder.
• Renamed clients will now be sorted alphabetically.
• You can now drag a single file from your desktop to a QFM client without having all desktop files and folders listed in the client after a refresh.
• If you choose the option to "Add multiple clients at a time (select a folder containing multiple client sub folders)" you will be prompted to us the selected folder if it does not contain any subfolders.
• The Client List Setup Wizard will no longer automatically open after setting up Client Lists.
• A password is no longer required when changing from a client level login to a file level login.
• You will now be prompted that the name exists if you add a duplicate Client and the existing name will be highlighted.
• Password Vault credentials are retained when merging 2 QB File Manager Clients.
• QuickBooks File Manger no longer shows all company files as "version unknown" when a single file is damaged. Only the damaged company file(s) will show as version unknown.
• New file command, "Open Second Company" this new command will open a second instance of QuickBooks so you can refer to or work in a second company file without closing the first.
• Username recovery and password reset have been improved for QuickBooks File Manager.

• Upon completion of a Local Backup, QuickBooks no longer displays the offer to use Online Backup after you have clicked No Thanks.
• The Learn More link now launches Intuit Data Protect correctly.
• The correct Connected Services landing page will open for Accountant users.
• The Backup Wizard now remembers the previously used selection for Online Backup or Local Backup when performing the next backup.
• The Backup Status messaging on the Home Page has been updated.
• QuickBooks will no longer display the crash error code 1445027903.

• There is help content displayed that says "delete the amount from the first line and add it to the line with the prefilled account" when customers have first setup an account prefill.

• Quick Zoom of Inventory Valuation Summary by Site Report now displays the On Hand quantity correctly.
• The History pane will no longer reopen when moving between transactions with different templates.
• The History pane will now display on the Sales Order form.
• QuickBooks users without the proper permissions will be prevented from accessing unauthorized transactions from summary reports.
• Average Days to Pay Summary report now shows the correct information when a new payment is recorded.

• Pressing the ESC key while the Send Form dialog is open will cancel any emails from being processed.

• The QuickBooks File Manager now correctly shows the version of portable company files.
• QuickBooks no longer displays the message "You Need Full Access" when entering time in a second instance of QuickBooks.

• The messaging for subscribing to the Accountant Copy File Transfer Service has been improved.

• If you have signed up for QuickBooks Mail Invoices, you can now send batch invoices from the Collections Center.

• QuickBooks will no longer crash when converting a Quicken 2010 file on a Windows XP computer.

• Setup.exe no longer encounters an error at the end of installation.
• QuickBooks installer correctly detects the screen resolution and allows the install to continue.
• QuickBooks no longer encounters an unexpected error when converting a file from Quicken 2010.

• Paid invoices that are re-sent do not display the Intuit Payment Network link.

• Instructions in the Help topic for switching to Multi Location Inventory have been updated.
• The Inventory Adjustment screen now shows "New Global Value" when Multi Location Inventory is activated.

• You can now set a preference to remove the Intuit Payment Network link from printed invoices.

Multi-Instance  (available in QuickBooks Accountant and QuickBooks Enterprise Solutions.)

• The options to set up Budgets and Forecasts are now correctly restricted in all company files opened in a second instance of QuickBooks.
• QuickBooks now displays a warning message that payroll schedules cannot be added, edited, deleted, or inactivated in a second instance of QuickBooks.
• QuickBooks no longer displays multi-instance restriction messages when you only have one instance open.

• QuickBooks no longer displays the message "QuickBooks Payroll Service could not validate your PIN" when sending direct deposit checks.

• Company logos attached to forms (invoices, statements, sales orders, etc.) that are in the .tif image format now display correctly on those forms.

• QuickBooks displays errors 1310 and 1321 much less often when installing QuickBooks updates.

• You can now modify customer or vendor balances when adding them through the QuickBooks Setup feature.
• The "Top Mistakes to avoid" link in the Quick Start Center now opens to the correct address.

• If you use ODBC, you can now view data for nonposting transactions.

• QuickBooks will no longer display the message "PurchaseOrderQuery Internal error 1000" when using a third-party application to modify or create purchase orders in QuickBooks.

• The Close button in the Search window is no longer hidden.

• You will no longer see the message "An empty QuickBooks window already exists, so QuickBooks will use that window" when QuickBooks has been run in the background by an online service or third-party application and you have opened it using the icon.

• Viewing paycheck information has been made more secure.
• Permissions now allow a user to be restricted from writing a check in an account they do not have access to, even when they have been assigned Sensitive Accounting rights.

• You can now purchase QuickBooks Email to send forms and reports from QuickBooks.
• QuickBooks sends email through Yahoo using the SSL protocol for increased security.

• Offers a consolidated view of an individual customer’s purchase history, average days to pay, and outstanding balance. This helps small businesses make timely decisions on customer requests.

• Lets users quickly locate any customer, account, report or invoice details within their QuickBooks repository with a simple keyword search.

• Provides at-a-glance views of important customer and vendor details, such as history, estimates and past orders, on a single screen.

• Provides a way for QuickBooks Premier users to separately track multiple funds, departments or locations in a single, easy-to-access report.

• Lets small business owners who often bill many customers for the same service streamline the process by creating one template invoice to send to all related customers.

• Allows businesses to easily send invoices, estimates, and other e-mails from their preferred webmail service directly from QuickBooks.

• Helps users to quickly identify overdue and almost-due invoices, and then directly e-mail collection notices from their Outlook, Yahoo, Gmail, or Hotmail accounts.

Intuit PaymentNetwork (sold separately)

• Provides a way for a small business’s customers to instantly pay their invoices.

Multi-Instance  (available in QuickBooks Accountant and QuickBooks Enterprise Solutions)

• Allows users to work in two different company files at the same time.

File Manager  (available in QuickBooks Accountant and QuickBooks Enterprise Solutions)

• Enables users to manage all client QuickBooks files by version year, edition, and location, or group them by common characteristics set by the accountant. A built-in password vault stores user names and passwords in one place. It also automates the process of upgrading clients’ QuickBooks files in batch to the latest version year.