Intuit has released the QuickBooks 2011 R9 update for the U.S. versions of QuickBooks. This is an update that some people have been anxiously waiting for. It has been a long time coming, and the list of fixes is fairly extensive. You may remember, last June Intuit released QuickBooks 2011 R7, and then very quickly released QuickBooks 2011 R8 to fix a problem that R7 created. A few weeks after that I wrote about problems with the R8 release. Many people (including me, as well as Intuit themselves) recommended that you NOT install the R8 release.
Many of us expected that R9 would come out soon. Well, here we are, three months later. Why wasn’t it a rush? Shortly after the R8 release was published Intuit said to not install the update because of problems, but over the next month the warnings were toned down until we got to a point where they disappeared. What happened? My guess is that Intuit looked at the problems and came up with workarounds for several (including the 1603 errors that happened just when you converted a file), and that they just didn’t think that some of them were that bad (such as the item QuickReport problems). Speculation on my part.
Looking back at my article on the R8 problems I see that the R9 update should address all of the problems that we saw at that time. Hopefully this wraps up all of the loose ends and we can trust the 2011 product. However, my take on this is that you may want to wait until the R9 update has been out in the field for awhile. Let other people test it before you do? I’ve only had this release for a very short time as I’m writing this - I’m just a cautious person…
I recommend that you make a backup copy of your company file before installing this update. There is a file conversion required when you first run the R9 version. It doesn’t take long, and this isn’t an unusual thing, but again, I’m cautious…
At the time I’m writing this, the release is available as a manual update from the Intuit support web site. If all goes well with the manual update you can expect this to go out as an automatic update very quickly.
Items & Inventory
- This fixes a couple of ongoing problem with the QuickReport for inventory items:
- If you are using the multiple unit of measure feature then the quantity would not be shown properly on the QuickReport depending on how the dates were set on the report. This release fixes the issue. There may have been a couple of problems related to the multiple unit of measure feature here.
- Incorrect quantities would be shown in the report if you selected a date range and you had an opening balance (a balance forward from before the starting date).
- Advanced Inventory: 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.
- The “Mark All” option in the Change Item Prices window now works correctly.
- The Physical Inventory Worksheet will go to a QuickReport instead of the Edit Item window if you do a QuickZoom.
- Price Levels are no longer rounded to 2 digits if you select “no rounding”.
Email & Send Forms
- This fixes the problem with getting a “Could not print to printer” error message if you tried to email a statement.
- Invoices that have already been emailed will no longer be listed in the Select Forms To Send window.
- QuickBooks will no longer attempt to send all selected items when double clicking an item in the Send Forms screen
- If you are using the Accountant’s Copy feature in QuickBooks 2011 you can work with a client file from the 2011 or 2010 version – the current product year and one year prior. If you tried to use this with a 2009 file you would get an incorrect message that implied that you COULD use that file, when you can’t. The message is corrected.
- The audit trail report does a better job of tracking the proper user making changes to a transaction in multi-user mode.
- This one is a bit obtuse. If you paste text from Microsoft Word that contains a “long dash” into the Additional Notes field you will no longer get the error “Warning: There was a problem sending changes to the accountant copy file transfer server”.
- Client Data Review will no longer crash QuickBooks when:
- using the Troubleshoot Inventory feature and change the filter criteria.
- filtering by account in the Fix unapplied customer payments and credits feature.
Intuit PaymentNetwork is a very useful feature (I use it a lot), but Intuit made it very intrusive for people who do NOT want to use it. Over the past year Intuit has been changing how this works. In most cases they are making it LESS intrusive, or at least providing more options to control how it shows up. In some cases they are ADDING the feature to places it didn’t exist before. Here are some notes from Intuit about the changes in R9, I have not looked at all of these issues.
- 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 Intuit PaymentNetwork links on and off. It has 3 options
- Follow Company Default
- Always On For This Customer
- Always Off For this Customer
- The Payments preference now has the following options
- Include online payment link on emailed invoices
- Include online payment link on printed invoices
- Intuit Payment Network Email
- Turn off all online payment links
- Email to payor with invoice now has Intuit PaymentNetwork links.
- The Add/Edit Multiple List Entries function will now contain an online payment link when viewing customers.
- There is a change relating to the Sign Up to Inuit Payment Network Alert when saving an invoice. Not sure if they started doing this or stopped doing this?
- If you turn on the phone number to print on a pay stub, the phone number will no longer print in the return address section.
- Sick and vacation balances now update when editing a pending paycheck.
- QuickBooks can now detect your subscription if you are a subscriber to Enhanced Payroll for Accountants.
- If you have multiple bank accounts the write checks window will no long cause QuickBooks to crash.
- A problem with the Rebuild Data function has been corrected – in some cases the program would stop responding when using this function. One problem was related to haveing special characters in online payee records.
- There is a fix relating to the logic related to matching online payees – matching should be improved.
- Custom Advanced Reporting (a feature in Enterprise):
- Custom fields are now available.
- More contacts are available.
- Error 1603 could occur in many different situations. This release fixes many of those issues. All? I’m not sure…
- You should no longer get the 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.
- Sending templates from QuickBooks to mobile devices as a part of the QuickBooks Connect service will preserve more of the color settings than before.
- Manually closing a Sales Order will no longer cause the Verify function to incorrectly report problems in the data file.
- Update: If you have an R6 or later company file, and you try to verify it with a version older than R6, the verify would fail even though it shouldn’t. This might happen if you have one workstation that didn’t get updated past R5. R9 fixes this error. My thanks to Sam at Intuit for clarifying this update note for me.
There are a number of other issues that related to updates, file verifying, and more that would show up in prior versions that will now go away if you install the R9 update.