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QuickBooks 2014 Has Arrived! Here is What To Expect

September 4, 2013 | By | 127 Replies More

QuickBooks 2014 is here! This release contains a number of new features as well as improvements to existing ones. This article will list the major changes that I’m aware of, with details to come in articles that I’ll be posting over the next few weeks.

PLEASE NOTE that much of this is based on information from an early release candidate of QuickBooks 2014 – it is possible that some features may end up changing slightly in the “official” release. In addition, this information applies to the U.S. versions of QuickBooks for Windows (and some for QB Mac). The UK and Canadian versions may include some or all of these features, and the delivery dates can differ from the U.S. versions.

Keep your eyes on the QuickBooks and Beyond blog over the next few weeks as I publish a series of articles that go into the details of these new and improved features. This article is a summary.

All Versions of QuickBooks 2014 for Windows

These changes will be found throughout all of the US desktop versions: Pro, Premier and Enterprise:

User Interface Changes

I’ll bet that subheading raised some people’s heart rate! No, we don’t have a big user interface overhaul like we did with QuickBooks 2013. There are a number of changes here, though (I squeezed the window for this screen shot to make it very narrow).

QuickBooks 2014 User Interface

Last year “Color” was a huge issue. This year, the primary “color” change is that the left navigation bar is a deep blue, rather than the harsher gray from last year. This is called “Harmony Blue”.

Other changes (in summary):

  • There is a new icon cluster in the upper right corner (may be called the “Global Access Bar”?), with icons for:
    • Reminders and To-Do’s.
    • Maintenance alerts.
    • Client Collaborator, a new feature that I’ll describe later.
  • You can customize the View Balances tab in the left navigation bar – a feature that many people have asked for.
  • The ability to copy and paste detail lines in transaction forms (useful!)
  • Contextual reports: In many transaction windows the Reports tab has been filled out with icons for reports that apply to that transaction.
  • Search Auto Suggestions: The Search window has been improved so that it suggests good matches for the term you are entering.
  • Company Information is now My Company: We’ve always had a Company Information window under the Company menu – the name has changed to My Company and the window has undergone an overhaul. It should be easier to find what you need, and see what apps you have.
  • No more “My Apps” in the left navigation bar. At first I thought that this was an indication of their pulling back from App Center integration, but no, it isn’t that. Now it is the “Your Apps” section in the new My Company window.

See my article on QuickBooks 2014 User Interface Changes for details.

Email Improvements

This has been an area where I’ve felt that Intuit hasn’t kept up with the times. Support and integration with email is just not very good. This year there are a number of changes in this area. Is it enough?

  • The Customer Center now has a tab for Sent Email, where you can see a history (of sorts) of the emails that you have sent to a client from within QuickBooks.
  • You now have the ability to send a customer payment receipt via email.
  • The entire send email feature has been overhauled so that you have more control over the message that you send out from QuickBooks, at least for users of Web Mail.

For details, see our article on QuickBooks 2014 Email Improvements.

Job Costing

There are a number of changes here to fine tune the Job Costing feature in QuickBooks – an area that many people use.

In all versions you will see:

  • Sales Reps on Jobs: You can specify a sales rep for a job, not just for the customer.
  • Job Status Filter: You can filter many reports by job status.

In addition, in Enterprise, there are a couple of differences:

  • You can customize bill, check and credit card transactions to add the Sales Rep as a column.
  • There are two additional job costing reports: Job WIP Summary and Committed Cost by Jobs.

For more details on the Job Costing features, see this article.

Bank Feeds

This is one area where cloud accounting products have advanced beyond QuickBooks desktop versions. Bank Feeds is the new Online Banking feature in QuickBooks 2014. Intuit is putting a lot of effort into improving this feature – I’m still digging through all the details, there are a lot!

Compared to the prior release the visual aspects of the online banking feature has been changed significantly, providing more room to work in (fine if you don’t have a small monitor) and using color to highlight different transactions and features.

QuickBooks 2014 Bank Feeds

The key to decreasing the amount of time you spend with reconciling your bank feed with your company file is how well you set up and manage the “rules”. This is an area where there are a lot of improvements.

Bank Feed Rules

For more details see my article on Bank Feeds.

Miscellaneous Changes

There are a lot of changes scattered about that will be found in all of the versions – I’ll just summarize them here.

  • Income Tracker: This is a great dashboard-like tool that lets you look at open invoices, overdue invoices, unbilled estimates and more. There is a very configurable spreadsheet format list. This replaces the Collection Center. For details, see my article on the QuickBooks 2014 Income Tracker.

QuickBooks 2014 Income Tracker

  • Bill Payment Stub: Now the stub will show if the bill is paid entirely with credits.
  • Bounced Checks: We had it, we lost it, and now it is back again better than ever! The ability to easily process bounced checks.
  • Fit report to x pages HIGH: When you print a report you now have the option to fit it to a number of pages vertically, where before we just had the ability to fit it horizontally.
  • Performance Improvements: I’m going to have to say that I can’t verify this from my own tests. I haven’t been working with a really large company file, and I test on a “virtual machine”, so speed comparisons are tough to make. Intuit claims that with this release QuickBooks opens faster, windows open faster, and you can toggle between editions faster. We’ll have to see…
  • Add/Edit Multiple Lists: This feature has a Find function – this year they have fine tuned this by adding a check-box for Search within results which should be helpful if you have long lists to work with.
  • In the Billable Time & Costs window in Premier, you now have the ability to sort the records by clicking on a column heading. This was added to Enterprise V13 in the R8 release, but apparently it wasn’t added to Premier until the 2014 release.
  • Installation/Product Registration: There are some changes here to the installation process that relates to “registration” that you might not notice. Has to do with logging in to your “user ID” or Intuit online account and finding your product keys. I’m still a bit confused as to what this is doing in all cases, and why, but it isn’t that big of a deal.

I go into more detail on these features in my article on miscellaneous features.

QuickBooks Accountant

Intuit continues to add features to QuickBooks Accountant, continuing to make this version a more powerful tool for the accounting professional.

Three changes of note:

  • Reclassify Source Account: There is an enhancement to Reclassify Transactions Tool of the Client Data Review that allows you to batch change transactions “written from” the wrong account.
  • Batch Enter Transactions: This feature has been expanded to allow the entry of Bills & Bill Credits as well as Invoices & Credit Memos, which are very welcome additions.
  • Send Journal Entries to QuickBooks Mac 2014: This extends the Send General Journal Entries feature to allow QuickBooks Accountant to send GJE’s to QuickBooks Mac.

What about QuickBooks Professional Bookkeeper, which was introduced in June of 2012? Gone!

For details on these updates see my article on QuickBooks Accountant 2014.

QuickBooks Accountant Plus

This is a new term this year, but for a concept that has been around for a bit, with some added features.

QuickBooks Accountant Plus is a program where you can purchase QuickBooks Accountant on a subscription basis. You pay a monthly (or annual) fee and you get a number of services. This has been available since September 2012. If you don’t want to pay the full cost of the  QuickBooks ProAdvisor Program, you can subscribe to QuickBooks Accountant Plus.

This year Intuit is expanding QuickBooks Accountant Plus to include:

  • Automatic update to the latest version of QuickBooks after it is released, as long as you continue to pay your monthly fee.
  • A subscription to the Accountants Copy File Transfer service.
  • Access to the new Client Collaborator feature that I’ll describe in a moment.

Client Collaborator

This is a new feature that is available only in the 2014 releases of QuickBooks. In summary, it is a way for accountants to communicate through a QuickBooks service with their clients about issues in their file. For this to work:

  • The accountant must be using a current copy of QuickBooks Accountant Plus. This is available, as I mentioned just above, either as a separate subscription OR as a part of the QuickBooks ProAdvisor Program.
  • The client must be using the 2014 version of QuickBooks.

It looks like a VERY interesting feature. You can create “conversations” that are tied to specific transactions in the QuickBooks file, exchanging information between the accounting professional and the client. For details on this see my Client Collaborator article.

QuickBooks Enterprise

Intuit continues to add higher level features in Intuit QuickBooks Enterprise V14, adding to the level of sophistication of the product and making it more useful to inventory related businesses. I’m glad to see that many of these features are NOT being added to the extra-cost Advanced Inventory add-on product.

  • Maximum Stocking Levels: You now can specify a maximum quantity on hand in addition to the reorder point (also referred to as a minimum quantity on hand) in the item list. With Advanced Inventory this can be set by site.
  • Improvements for Assemblies: Intuit is ramping up the features for manufacturers with this release, with a number of VERY interesting changes:
    • The ability to build nested assemblies.
    • A where-used query.
    • Assembly Cost and Price Rollups if your component costs change.
  • New Job Cost Reports: Enterprise adds two job cost reports – Job WIP Summary and Committed Cost by Jobs.
  • More Customization Options for Checks, Bills and Credit Card Charges: This is neat – you can add columns to the detail sections of these transaction forms. You can add the sales rep and “custom fields”. The values you enter in the transaction can be shown in certain reports.
  • Simpler Item Editing: There are now some fields that you can edit for an item in the Inventory Center without clicking the edit button.
  • Markup or Margin: Now we have both, when editing inventory parts and assemblies.

For more information on Job Costing, see this article.

For more information on the inventory improvements, see this article.

Advanced Pricing

We’ve had price levels for quite some time now – a way for you to specify a different price for an item than the “base” price listed in the item record. Now Intuit is adding price rules, a feature that you can choose in place of price levels. You can use one or the other, but not both.

This is going to be an added-cost subscription feature only available to Enterprise users called Advanced Pricing, similar to what Intuit has done with Advanced Inventory. I believe that the cost to use this feature will be $399 a year. That is unfortunate – but I guess the good news is that they didn’t roll this into the higher priced Advanced Inventory feature for those who just want this. What’s worse, ProAdvisors won’t get this for free unless they are Enterprise Certified. Wow – that is a change in policy! First time I’ve seen an Enterprise Certification needed to get access to a feature like this.

To summarize:

  • Quantity Breaks: You can specify a special price for an item based on the quantity that you sell. This has been a feature that MANY businesses have asked for.
  • Complex Price Rules: You can create complex price rules that have:
    • Conditions – set multiple criteria that need to be met before a special price is applied.
    • Date Ranges – you can set a beginning and/or ending date for a special price.
    • Price Overrides – set custom prices for specific items that are exceptions to a rule
    • Exclusive Rule – price rules can be set to be exclusive, so that they cannot be combined with other rules.

There are a LOT of changes here – and given some of the issues we’ve had with pricing structure changes in the database in the past, I would be cautious about using this in the early releases. Not that I know of problems, I’m just really cautious with wide-ranging changes like this.

For more details on this see my article on Advanced Pricing.

ProAdvisor Program

There will be (or have been already) some changes in the ProAdvisor program. Just to summarize:

  • ProAdvisor Mobile Alerts: There will be an iPhone app (others coming later, probably) available in the September/October timeframe where you can receive “ProAdvisor Alerts”.
  • Find a ProAdvisor Site Improvements: These were made earlier this year. The infamous “Find-A-ProAdvisor” search algorithm was changed, the website was made easier for people to use.
  • ProAdvisor Member Website Improvements: The ProAdvisor member website has been improved, and more improvements are on their way. So far, I’ve found the changes to be beneficial (easier to find things) and I look forward to additional changes.
  • Products/Services Included in ProAdvisor Membership: This isn’t a part of the Fall rollout, but I’ll mention this here since I haven’t talked about it earlier.
    • Intuit has dropped QuickBooks for Windows Mobile Companion and Intuit Data Protect from the list of products provided to us as a part of our membership. The stated reason is that “Less than 5% of the more than 70,000 US-based ProAdvisors were signed up or used these services”. Now, I’ll admit that I don’t use them myself, and they don’t have high ratings in the Intuit App Center. These are products that work specifically with QuickBooks Windows only. My gut feeling (and this is pure speculation on my part) is that these infrequently used Desktop-related services may be discontinued at some point in the future.
    • Intuit is not providing a license to the Enterprise Price Rules feature unless you are Enterprise certified.
    • Intuit has added the new Client Collaborator feature as a (I believe) free service to ProAdvisors.

Payroll

The Payroll Center has been rearranged, and I like a lot of what they have done. Instead of just the three major blocks of info stacked vertically in one window you now have a separate tab for each area, and this allows them to put a LOT more information in there. More links to reports and functions, more information to show you the status of your payroll process. See this detailed article for more information.

QuickBooks Plus

QuickBooks Plus is essentially a way to rent QuickBooks Pro or Premier. You pay a low monthly or annual fee, you get a license to use QuickBooks on your computer. You also get some other items bundled in – telephone support, Intuit Data Protect, and QuickBooks Mobile for Windows.

An interesting advantage is that you get to upgrade to the new product each year for no additional charge, as long as you maintain your subscription. Once QB 2014 is released, your Plus account will download it silently in the background. Once it is fully downloaded you will be notified that your copy is ready to be upgraded. You can defer this, but only for awhile (eventually you have to upgrade).

One of the features you get with Plus is that during the course of the year there will be new features that may be released (usually late Spring but it can vary). People who purchase QuickBooks won’t get these features until the next year. What makes this confusing is that ProAdvisors get these Plus features in their ProAdvisor copy of QuickBooks Accountant. That is good, because ProAdvisors need to see all of the features a client might have. That is bad, because the ProAdvisor sees something that MANY of their clients do NOT have, which is confusing.

In any case, here are some features that are being rolled out in the QuickBooks Plus this Fall:

  • When you are told that the new version is ready and you opt to install it, the program will automatically take care of entering your product and licensing information to simplify the upgrade process.
  • There is a new option to support multiple users. In the past you could only have a single user installation (although Intuit did some testing of multiple users earlier this year). You will now have the option of licensing up to three users in Pro Plus and up to five users in Premier Plus.
  • Intuit is always trying out different “bundles” to provide Plus users with different optional features, in an effort to provide users with cost savings. This year there will be a Payroll Bundle (which was tested for a period of time earlier this year).

When Is QuickBooks 2014 Available?

From what I understand, you should be able to see this on:

  • ProAdvisors with currently active accounts should be able to download their version on or near September 9th through the download software section of your ProAdvisor web account.
  • Online Sales for everyone else through the Intuit website should start starting approximately September 23rd.
  • You should start seeing copies of QuickBooks 2014 in retail stores at some point in October.

Product Price Changes

Pricing is always hard to compare, since there are all kinds of discounts, sales and so forth. All I can to is look at the standard, non-discount non-sale price as a point of comparison.

For QuickBooks Accountant, prices seem to have gone down. I’m not going to list them here because there is almost always some discount you can get somewhere.

As for other QuickBooks versions, I believe that prices are going to be stable.

How About QuickBooks for Mac?

I don’t work with the Mac version myself, so I haven’t been able to test these. You should see the following in QuickBooks for Mac 2014:

  • “Guide Me” Enhancements: “Guide Me” answers your questions right in QuickBooks.
  • Setup checklist:
    • For a new QB Mac user there is a “setup checklist” with a recommended set of key activities to get you started.
    • If you are switching from a QB Windows version to QB Mac the setup checklist will take you through the process of converting your file so that it will work the same on QB Mac.
  • Launch Page: Gives you a quick overview of your company’s financials.
  • Income Tracker: This will be very similar to what I described above for the QB Windows product.
  • Centers Enhancements: Columns in the Customer and Vendor Centers can now be customized by right-clicking (Control+click) on a header in the transaction list. Select or deselect columns, reorder columns by drag/drop.
  • Sales Reps: A sales rep list has been added so you can assign sales reps to customers, add them to transactions, and see a report.
  • Sales Tax Enhancements: They’ve finally added an easy way to adjust sales tax paid to account for rounding and so forth.
  • Find within Reports: A search field has been added to reports, so you can search within reports to find key words and phrases.
  • Left Navigation Bar: This is going to be similar to the left navigation bar added to QuickBooks Windows 2013 and QuickBooks Online “Harmony”. Part of the “Harmony” update for all products to make them have similar navigation features.
  • Import Journal Entries from QuickBooks Accountant 2014 (described above).

My Conclusion

As we see each year, there are improvements and new features scattered about. A lot of these changes are things that I’ve seen people asking for.

I like the direction they are going with a number of the improvements, but at this moment I’m recommending that you don’t use the R1 release for your critical business processes. This should come as no surprise to people who’ve been reading my articles each year, it is the same EVERY year. R1 is almost by definition buggy. Look at QuickBooks 2014, but wait for a couple of revisions before you jump into using this for your “production” company file, if you can. My general rule of thumb is to try to wait until the upcoming January, after you have finished your year-end processing, before making the jump (unless you really need some of these features). Even if you DO really need them, wait until at least the next one or two revisions.

This is particularly important when considering Advanced Pricing. I’m worried that the first release of this is going to have a number of “gotcha’s” hidden – particularly since we haven’t been able to test this in it’s final release. I would definitely wait a bit before implementing this, even though it sounds very useful.

Stay tuned! Over the next few weeks I’ll be publishing detailed, in-depth articles on all of these features, and more that I didn’t squeeze into this article. Let me know which features you are the most interested in, so that I can publish those articles first!

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Category: QuickBooks Tips/Tricks, Software Updates

About the Author ()

Charlie Russell is the founder of CCRSoftware. He's been involved with the small business software industry since the mid 70's, and remembers releasing his first commercial accounting software product when you had a one-floppy disk drive system, loading the program from one floppy and then replacing that with the other floppy to hold the data. He has a special interest in inventory and manufacturing software for small businesses. Charlie is a Certified Advanced QuickBooks ProAdvisor with additional certifications for QuickBooks Online and QuickBooks Enterprise. He also is a Xero Certified Partner. Visit his CCRSoftware web site for information about his QuickBooks add-on products. Charlie can be reached at charlie.russell@sleeter.com He is also the author of the California Wildflower Hikes blog Connect with Charlie at Google

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  1. Surveying the Reviews of QuickBooks 2014 « QuickBooks and Your Business | October 24, 2013
  1. William Murphy says:

    Great article
    Murph

    • Thanks, Murph (boy, you didn’t have much to say this time?). Nice meeting you today at the Intuit event.

    • Angela says:

      I have two computers using QuickBooks Pro 2011. Only one runs the payroll module. Can I upgrade only the one computer to QuickBooks Pro 2014 (to enable the payroll support to continue) and leave the other one at 2011 and still access the same data base and they will work ok? Thanks.

  2. Eric Hebert says:

    What is nested build assemblies mean? I tried googling, not much result.

    • Eric, my apologies, this is a summary article (even though it is VERY long). I’ll have more on this feature, in depth, in an article probably coming out next week. Briefly…

      You can create an assembly item, it has a list of components (a BOM). One of those components can, itself, be an assembly that has it’s OWN BOM. An assembly within an assembly – that is a nested assembly. You can create that in older versions – but if you want to build the whole thing, you have to first build the interior assembly (the sub assembly), THEN build the top assembly. You have to do two steps. In Enterprise 14 you now can say “build the whole thing” and QB will figure out that you need to build the sub assembly and then higher assembly, all with you just saying “build it”. I’ll have more details in the article.

      • I learned the hard way not to create a circular assembly (an assembly of an assembly that uses that assembly). It made it impossible to verify or rebuild and data services told me I had to start a new file. Took me almost 3 weeks to figure out the cause and fix it.

        • What version of QB are you using (year, national version, etc)? In 2013 you can’t create a circular assembly – QB warns you when you try (from the item editor). And, since QB prior to 2014 Enterprise doesn’t do any multiple level processing, I find it curious that this would make any difference to the program if you did?

          • Jeff McRitchie says:

            I was using Quickbooks 2009 Enterprise at the time but the problem didn’t fix itself when we upgraded to 2011. The circular assemblies caused an infinite loop making it impossible to complete a rebuild. I sent the file to Data Services and they told me that it was beyond repair and that I needed to start a new file. In the end I was able to figure out what happened and when the circular assemblies were removed we were able to complete the rebuild process again.

          • Sounds odd, Jeff – if you could get into the file, all you have to do is to edit out one of the subassemblies in the chain.

            We might be talking about different issues. In any case, in current releases, you can’t purposely create what I’m calling a circular assembly. Of course, files CAN become corrupted…

      • John says:

        Charlie,

        I am a QB Pro user in Canada. I recently ran across your review. Not sure why there was no mention about QB online in your review or even in this thread.. From what have I have learned from QB Canada the cloud environment may render desktop versions obsolete. At this point the QB Canada online version it is quite limited with transferring of data. Is there anyway or any indication that QB Canada will deal with this major issue. It is my understanding that QB US has the capability to share a complete QB file with QB Online. Any information would be useful as I continue to try and use both program to the maximum.

        • John, this article is specifically aimed at the desktop release of QuickBooks 2014 – so I’m not sure why there would be any reason to talk about QuickBooks Online. Totally separate product, not a part of this discussion.

          I have other articles that talk about the new version of QuickBooks Online – such as http://www.sleeter.com/blog/2013/08/quickbooks-online-user-interface-update/. This is the product that is being rolled out over time, including in international markets. All countries will, eventually, be using this unified version.

          “the cloud environment may render desktop versions obsolete” – Intuit is pushing hard on getting people to move to the cloud versions, but they have a long ways to go before the desktop becomes “obsolete”.

  3. Steve says:

    Charlie, we can always count on you to get the good stuff out first. In Enterprise with advanced inventory according to Intuit they broke the inventory by site report with 2013 R3 and when receiving more than one PO on a bill and change the PO quantity you get booted out. Do you know if they fixed these problems in 2014?

    • Steve, I don’t have any customers using R3, it is full of bugs. They are up to R8 now (which has bugs, but not as many or as bad) – have you tried it there? I haven’t looked back at that issue, to tell the truth.

  4. Marie Gibson says:

    Thanks again for all the detail!

  5. Great job Charlie!! Thanks for keeping me “in the know”.

  6. Thanks Charlie – I look forward to your blogs and analysis on QB products and appreciate the insights.
    C.

      • Michelle says:

        I upgraded from QB Enterprise Solutions 5.0 to Intuit QB Enterprise Solutions Accountant 14.0 as well as to Windows 8. Upon entering a Journal transaction and posting to an existing account, QB informed me that it does not exist when it does and already have transactions in it. I don’t know why, do you?

        • That is a big jump, Michelle, and the QB database underwent many changes in that timeframe. Diagnosing things like this via blog comments is not really feasible. There can be many reasons for this kind of thing. The fix may be easy, may be hard. You should work with someone who can look at your file.

          One simple thing to do is to do a “rebuild” of your file, to see if that cleans things up.

  7. Debbie says:

    Hi:

    Thanks for the great article. Do you know if it is going to be compatible with MS Office 2013? Do you know if they are going to make MS Office 2013 compatible with QB 2013?

    Is there a Paid Invoices by Job Report by any chance?

    Thanks again.

    Debbie

    • Debbie, Intuit doesn’t list compatibility with Office 2013 at this time. That may come out in a later release (I’m just speculating on that). Which is a different issue than Office 365 compatibility, which is much harder. Also, you asked about QuickBooks 2013 – hard to day if they’ll do that there, or instead just in QuickBooks 2014.

      There is no specific “paid invoices by job” report, but perhaps there is a way to create one (or one close to that). I’ll give that some thought, although that might not happen until the QB 2014 dust settles a bit.

  8. John Power says:

    Any SDK related changes in QB 2014 you’ve come across Charlie?

    • John, I am not aware of any, but that doesn’t mean that there aren’t any. I haven’t seen a new SDK. As we know, Intuit can make changes without telling us (I just ran across some unannounced but intentional changes made in 2013 R8, for example).

  9. Scott Marshall says:

    I may have missed it, but did they change the slider bar back to a wider format (away from the dental floss width used in 2013)?

  10. Sharon Dahl says:

    I, too, am interested to see if QB will be compatible with MS Office 2013. I do feel it would be a very poor business practice to make people pay another $200+ to upgrade from 2013 to QB 2014 if all you need or want is the ability to create letters and envelopes without having to retain an older version of Word (of course, IF they fix that feature). I failed to notice that QB 2013 was not compatible with Office 2013 when I purchased it – my fault. Great blog! I will be following! Thanks!

  11. I was working on a quote as an Intuit Premier Reseller and Solution Provider to provide QuickBooks Enterprise with or without Advanced Inventory to a potential client in Seattle and mentioned the Sale Rep by Job (as a reason to upgrade to 14.0) as that would meet their need to track commissions based on each job or sale.

    The new assembly feature may also appeal to them. I am still waiting for Intuit to allow us to lock a sales tax rate based on the job. That would have appealed to my potential client and other clients.

    I don’t have a problem with Intuit restricting advanced pricing to those of us who are Enterprise certified. They do the same with Point of Sale. I think they should offer a Mac certification just like they do for Online. I don’t agree with dropping QuickBooks Mobile for Windows just because only 5% of us use it. I show that to a number of my field service oriented clients. Perhaps, they should make that advailable to anyone who is Advanced certified or asks for it on a yearly basis.

    • Thank you, Keith. Lots of ways at looking at it. The issue with Enterprise certification is just that it is a surprise AND a change in how they have dealt with ProAdvisors in the general product (not QBPOS).

      I have more of an issue with the pricing structure for Advanced Pricing. I wish it was built in to Enterprise rather than being an added-price subscription. Enterprise is getting more and more expensive. Also, remembering how they did a price increase in Advanced Inventory after the first year, I’m worried about what the price on Advanced Pricing will look like next hear? Maybe an issue, maybe not.

  12. Jeanne Rath says:

    Excellent article…Thank you!

  13. Thanks for the article Charlie. Time really got away from me this year, I hadn’t realized it was time for a new release. I’ve just gotten use to 2013. But, I really like some of the new features you mentioned and have already thought of clients that would benefit from them. Per your advise though, I will wait until the bugs from R1 are worked out.

  14. Bob Crook says:

    Charlie = awesome! You write so clearly and with great a summary information so we know what’s coming. I especially like your openness about Intuit with regards to their policies and practices. I hope they read your articles and pay attention.

    Seems like they sometimes seem to do things in their own insulated “development team bubble”. Glad it is still a free country and we have wonderful people like you to point out inconsistencies in the way Intuit does things sometimes. Thank You!

  15. Kim Noh says:

    Charlie –
    You are so awesome in your explanation and descriptions! I love the fact that you are always truthful and factual in all your reviews ect.
    Keep them coming. I never know if I am more excited to read your articles or to see the new products in action.
    Thank you!
    Kim Noh

  16. Doreen Rauzi says:

    Glad that we can now add sales rep to a job, but how about sales tax rates? We have numerous customers with jobs in different locations throughout the state and we can only have one rate on the main customer. There is no Sales Tax Settings for individual jobs.

    • Doreen, all I can do is suggest that you ask Intuit for that in the “feedback” option in the help menu in QuickBooks. If they hear it from enough people, they may consider it. Alternately, look at Avatax by Avalara (see http://www.sleeter.com/blog/2012/12/managing-quickbooks-sales-tax-with-avatax/ )

      • Doreen Rauzi says:

        Thanks for the recommendation but I’ve already looked into Avatax and their quote was extremely expensive. We are located in Colorado and have more than 40 municipalities to report to. And their reporting is driven off of our sales tax rate setup by customer (not job) so it would not help. Seems it would be a simple fix to add a sales tax settings tab for each job. I have submitted this in feedback, but I guess I need to continue submitting on a regular basis until they add it. Thanks again for the response and all of your very informative articles.

        • Christy says:

          Doreen: I am in CO as well. I am wondering if you ever found a version of quickbooks with a solution for this issue?

  17. Charlie says:

    Great article… Any chance that Intuit will add classing for both Income statement AND Balance sheet?

    This is a major discrepancy between PC and Mac versions in 2013 and is preventing us from making the switch to the Mac version (which we would love)…

  18. Cheryl says:

    Hi Charlie
    I am using 2009 QB Pro on an xp laptop which is having difficulty with space so I had purchased a windows 8 PC but it didn’t take QB’s at that time. I was going to purchase QB Pro 2013 but now I’m thinking of purchasing QB Pro 2014. Can I use it on my windows 8 laptop?

    • Cheryl, you can use either QB 2013 or QB 2014 on Windows 8.

      • Cheryl says:

        I need to upgrade quickly before my old PC crashes. Which version would you suggest I purchase to use on my windows 8?

        • Tough question. I’m not sure that you can purchase 2013 any longer, from Intuit directly. 2013 works fine, 2014 is still in the R1 release and I generally recommend that people avoid it until a later revision that will fix the problems it is sure to have.

          If Intuit lets you buy 2013 now, do so, because they should let you get a free update to 2014 that you can install later.

          • Matt says:

            Did an online chat with Quickbooks sales rep, and here is the transcript on this compatibility and free upgrade issue (as of today, 09/27/2013) = I replaced the quickbooks rep’s name with “quickbooks” below:
            ———–
            you: If I buy the 2014 Premier Professional Services edition, can my accountant use my file, if she has 2013 accountant? or should I buy the 2013 professional services version?
            quickbooks: My apologies however they would not be able to access the data as they would need the 2014 version as well.
            you: ok
            you: if they have the 2014 version and I had the 2013 version, that would be ok?
            quickbooks: It would be the same. They would be able to open your data however you would not be able to re open the data once it is open on the 2014 version.
            you: ah, so it’s crucial that we have the same version it sounds
            quickbooks: Yes that would be correct.
            quickbooks: As QuickBooks software is not Backwards compatible.
            you: if I buy version 2013 on amazon.com
            you: would I get a free upgrade to 2014 when my accountant upgrades?
            you: or is that only if I buy it on quickbooks.com
            quickbooks: I do apologize that would not be applicable anymore as the Migration period ended last September 22.
            you: i see, so no more free upgrades?
            quickbooks: Yes that would be correct.

          • Makes sense that they would cut that update period off once they start selling the 2014 product.

            If a client has 2014, they should work with a ProAdvisor who has the 2014 product as a part of their membership.

            If the accountant has 2014, and the user has 2013, then the accountant CAN work with the client 2013 file IF they use the “accountant’s copy” feature, which is compatible back at least one year (I can’t remember if it is one or two years back compatible). That is a different process than just opening the client QBW file.

            Any accounting professional that is serious about working with multiple QB desktop clients is going to have copies of all of the years of QB products, at least back for a few years (I have every copy from 2005 to 2014 in my setup here).

          • Matt says:

            Wow, good to know, thanks!!

  19. Jenna says:

    Hi Charlie,

    First I’d like to thank you for this great article.
    I am looking to purchase Quickbooks for the first time for my art gallery business. Do you recommend buying 2014 and working through the R1 bugs? Or is it possible to buy 2013 and not pay to upgrade for ’14?
    I’d appreciate any advice you might have.

    Thanks,
    Jenna

    • Jenna says:

      After I posted my comment the refreshed page showed Matt’s post. I understand now that I lost my chance to upgrade.
      I’ll go ahead with QB Premier 2014 and hope that the R1 bugs and glitches aren’t too debilitating.

      Any thoughts on pros/cons of downloading the software vs having a physical cd for safe keeping?

      • Jenna, at this point, the CD and the downloaded version are identical, the R1 release. Later on when updates come out, the downloaded versions will include the updates.

        I generally just download the product and then make my own CD to hold the downloaded file, to save a few bucks.

    • If you buy 2013, you won’t get a free update to 2014. The 2013 product will be “retired” one year earlier than the 2014 product, as far as services that you might be using (but many people don’t). I have a hard time recommending that anyone use 2014 at this point, given that it is so raw (and there are a number of reports of bugs). Typically there is an update release (R3) that comes out in about a month after the release of R1, if you can hold out for that at least.

      • How I wish I had read this before upgrading to 2014… sigh! We are in the midst of a meltdown at my office as all Customers with Sub-Accounts no longer work.. as in you open a previously made sales order or invoice and when you try to close it says the client does not exist and would you like to add it? You say no and hit revert, then close only to get a repeat client does not exist and would you like to add… In the meantime all other users now trying to look at the same client.. all sub-accounts have disappeared? The only solutions is to do a Control-Alt-Delete to force a shut down, as you cant close the window w/out creating a new client account…. Trying desperately to get this fixed.. will update if it happens, and shall read your articles beforehand!

        • That is an interesting problem, Monique. I can’t duplicate it here, but that doesn’t necessarily mean anything.

          • Nicole says:

            ughh is right. I was forced almost to upgrade the entire company because of bad information given by one of the many representatives. We went to the 2014 Enterprise Contractor Edition. We process payroll inhouse for approx 100 employees, most of which is job costed thru the use of the weekly timesheet. The problem is that the data does not pull from the timesheet into the paycheck. So, now, to get it to be able to report, until further notice, we are entering it twice. The first time into the timesheet, the second time, manually editing each paycheck to manually for hours into the job and item. Much more room for error. Then, when we try to batch print the paychecks, no matter what mode, it boots you out, but if you go to File, Print, Paychecks, you can print multiples with no issues.
            The other issue we are having is that we will create checks, print them, say OK to the dialog box about did they print properly, but then you go into the register and the check isn’t there. It’s as if you didn’t create it in the first place, even though it printed and is in your hand. For companies with tight cash flows or separate payroll accounts, this can get tricky trying to make sure that each entry it properly logged. There is nothing on the audit trail either. It is very frustrating. I did notice today when we logged in that we had to download an upgrade, but haven’t had a chance to test it out.

          • The 2014 R3 release is out, and it addresses MANY payroll issues, including at least some of the ones you mention (not sure if it will take care of all). See http://www.sleeter.com/blog/2013/10/quickbooks-2014-r3-released/

  20. Nicole says:

    Hi Charlie,
    Have you been using the QB 2014 version personally? And if so, have you encountered any bugs during your own use of it? I am looking at using the QuickBooks Premier Plus Hosted 2014 for our company but am now nervous having read the above comments!
    Thanks for any input, it is greatly appreciated!

    • Nicole, I’ve been using the 2014 version myself in test cases personally. All of the screen shots in this and the other articles, with the exception of the first one on Client Collaborator, have been taken from my copy of QB 2014. I always try to use the products that I am writing about.

      There are numerous bugs, although at this time I personally have not run into anything that I would consider a show stopper. That doesn’t mean that there isn’t a big problem, just that I haven’t come across them. There is a problem with Payroll for some users (I don’t use payroll myself). There are some bugs in the SDK but they only affect certain products. Lots of other little things.

      In general, I always recommend waiting until a later revision, because this is an early version and if there IS some big issue, let’s wait until they are worked out.

  21. Stephane says:

    Hi Charlie,
    Thanks for this great article.
    With the 2014 version,is it possible to make the item price unchangeable when invoicing ?

  22. Rosemary Loncaric says:

    I’m still waiting for Quickbooks calendar to sync with Outlook/Google calendar. That would be very helpful.

    • Rosemary, that would be interesting, but I have my doubts that you will see this. One issue is that your Outlook and Google calendars are your personal calendar – but the calendar in QuickBooks is not per user, it is per company file. So whose personal calendar should this work with? And what if you have multiple company files that you work with, should all sync with your personal calendar? These calendars work in different ways.

    • Jason says:

      This would be a great option. Charlie, there are ways to make it work with permissions, categories in Outlook, etc. I have seen all types of software with shared calendars that sync with the clients Outlook. I hope Intuit gives this a chance.

      • Jason, the problem is, they don’t have any switch at this time to make individual calendars inside QB itself – it is all “company wide”. To be honest, I doubt that they will. However, you never know what they will do…

  23. Jo Ann says:

    Hello Charlie,
    We just purchased new Windows 8 computers, working with Office 365 and need to upgrade from our QuickBooks Pro 2011. Sounds like we need to wait a bit before going with QuickBooks 2014. I noticed you mentioned buying 2013 from Intuit and getting 2014 free upgrade later. What compatibility problems are you seeing with this combination?

    • Jo Ann: The time is past as far as buying QB 2013 and getting a free upgrade to QB 2014. Intuit has shut that door.

      There is no version of QuickBooks (desktop) that supports Office 365.

      You should be able to get QB 2011 to work on Windows 8, although it takes a bit of work for some features. There are articles in this blog that talk about that.

  24. Mika says:

    Is there any news on Unicode support? Update to performance of underlaying database? Thanks for nice review.

    • Mike, I don’t see anything relating to Unicode support. I don’t really expect them to address that in the desktop product (although you can never be sure). They are focusing work for international versions in the online product.

      Performance, it is still the same database system, and there have been some small tweaks, but nothing of significance that I can see.

  25. Klem says:

    Charlie thank you so much for all the help you provide.

    We are still using 2008 QB. What kind of trouble am I going to be in when I upgrade to 2014 do you think? I will wait until I send my file to my accountant in January most likely but just wanted to know what your thoughts may be. Thank you.

    • It can be done, but it sometimes takes some patience. Supposedly you just have to install QB 2014 and open the 2008 file to convert it. That doesn’t always work – so you should keep both QB 2008 and QB 2014 on the system so that you can still use the 2008 product. Before converting, do a “rebuild” of the 2008 file to try to correct any problems that might occur. Then make a backup. THEN convert and see how it goes. Sometimes you may need the help of a knowledgeable consultant to help out.

  26. does any know of a printed manual for the 2014 on mac

  27. Gabriel says:

    Hi Charlie,
    There are some nice details you have in this Quickbooks 2014 article.

    So, to follow your guidance…I have QB 2011 and was about to upgrade. You are suggesting that I wait until Jan 2014 so it’s R3 or R4 by then?

    • Gabriel, the R3 release is out already (see this article: http://www.sleeter.com/blog/2013/10/quickbooks-2014-r3-released/ )

      I know that R4 is under development. I’m not allowed to mention when that might be out, until it is actually released.

      There are still problems in the R3 release, although fewer than in the R1 release. My general recommendation each year is to wait until after you have finished your year-end processing. I’d rather not run into bug issues when I’m trying to close my books for the year. That isn’t based on any particular issues I know about in the program – it is the same kind of thing I say every year.

  28. Betsy Curtis says:

    Thank you for posting this article. It has been very helpful in deciding whether or not to update our company file right now. We’ll be waiting till after year-end.

  29. Megan says:

    Thanks for the great article! I’ve recently purchased a new laptop and am using Windows 8. I have QuickBooks Pro 2010 and am having a great deal of trouble installing and was considering just upgrading to QuickBooks Pro 2014. I see that I may want to wait until the 1st of the year to start using the 2014 software though, is it even a possibility to run QuickBooks Pro 2010 on a Windows 8 OS?

    • Megan, some people can get it to work, but there will most likely always be some sort of issue you will run into. There are ways around this, such as setting up a “virtual machine” inside your Win8 system, but that takes some effort to set up and is not free. You may find that you have to use Pro 2014 – odds are you won’t have a lot of issues (but I can’t promise that) as most of the issues I’ve been seeing are found in the features that are in the more expensive versions of QuickBooks.

  30. Nicole says:

    One other feature that we like is that when entering bills, there is now a print feature that allows you to print the entry. This comes in handy when it is something that you want to attach to the stub or have for historical records. I review AP, so when I see an issue (odd invoice number, double amounts 1 digit off, etc). It looks odd at first, but I really like this feature. The other one I like is the ability to pay a bill from inside the enter bill screen.

    • Nicole, if you are referring to the ability to print a bill, that is a great feature, but it isn’t new in QuickBooks 2014. I don’t recall when that was added, but it is in the 2012 and 2013 product as well

  31. Daniel says:

    This is excellent as I am now in the process of considering an upgrade. Question, is there anyway to convince Intuit to add more decimals to the FX rate? They have been stuck at 5 (even online is at 7) but banks quote in the 7-9 decimals range. The reason I ask is after chatting to Intuit they said it is 5 decimals which has not changed in years.

  32. Rudy says:

    THank you for the article. I think is really helpful. I have a question. Yesterday I upgraded to Pro 2014 version R3. When I pulled my sales report, I noticed that is not pulling the item description. I called Intuit and they said that there is a problem with the R3 version. The only way to fix that is to I need go to the R1 version.
    I host QB in a server and they told me they can not go back to the R1 version. Is there any other suggestion that can help me pull reports from my invoices with the item description? Thank you

    • Rudy, I hadn’t seen that error. Best I can say is to hold on until R4 and hope that it comes soon, and that they fix this issue. Or you can purchase an add-on reporting tool, but you might not want to spend the money for that.

      Which specific report are you looking at?

  33. Heidi says:

    Hi, great information! Thanks! I’ve upgraded to 2014 Premier and the reports are not showing any of the memo’s from transactions. Occasionally, the default item description will appear in the field. This is mission critical, especially for month and year end. Do you have a work around or know when this will be fixed? Thanks, Heidi

    • Heidi – two questions:
      1) Are you using the R3 release? If not, you definitely need to move up to that.
      2) Which transactions/reports are you referring to? Give me an example.

      I can’t say anything about a release that hasn’t been released yet, other than to say that they have another release in the works.

  34. Dear Mr. Russell, nice to meet you trough this blog. I am a big fan of QB, I actually use QB in my company for over 11 years. I had send many requests to help desk to improve QB in my business, but unfortunately any of my request are used or may no even read by the QB engineers :(
    I want to give only two important example of tools that I need, and you will understand my situation and concerns.
    My business handle more than 50K products, and I have 12 people adding new items/prices and updating old items/prices. Would be excellent to have expiration date on the item set-up, then when you add the item to a Estimate, Sales Order or Purchase Order, you have a alert about the item be expired. This toll will gain a lot of time to my employees and more accuracy on the quotations.
    Second example is the option to indicate the user that set-up the new item, with 12 people setting up products all day long is kind of hard to find out who is not doing a good job.
    I appreciate if you can indicate to me the best way to send my improvements need for QB.

    Kind regards,
    Claudete

    • Claudete, those are both good ideas. I recommend that you use the “feedback” option in the Help menu to submit them. Intuit does look at those responses – if enough people ask for something they are likely to consider it.

      For the first suggestion you could add a “custom field” to the item list for the expiration date, and then add that as a column to your sales and purchasing forms. Then you would see the date when the item is added. This wouldn’t be a warning, but at least you would see it.

  35. Megan says:

    Thank you for this great article! I look forward to reading more of your blog posts.

  36. Daniel says:

    Hi Charlie,

    Great Article. I’m curious if QuickBooks Enterprise Solutions 14.0 has POS already built in. If I ask Intuit they will try to sell the QB POS software they have.

    Do you know by any chance?

    Thanks,

    Dan.

    • Daniel, there is no POS built in, as in cash drawer and management of that kind of thing. That is what you would do with QuickBooks POS, which posts info to Enterprise, or one of the third-party POS products that integrate.

  37. Alvin says:

    Charlie,

    Does the 2014 enterprise edition of QuickBooks has the feature of customizing the Font into Barcode Style (format) in the Report Layout Designer?

    If not, does it possible to incorporate the feature it in the future versions?

    Thanks,

    • You can change some fonts, but that won’t do what you are looking for. Are you looking to put barcodes in a “report”, or in a form template like an Invoice form?

      • Alvin says:

        Yeah, am looking for a report that has a barcode on reference number.

        We do have program that generate barcodes, but we’re looking for the report output from QuickBooks that we scan the invoice#, sales order# and Build Assembly Ref# for us to be able to speed up our processes in our 3rd party program.

        We are looking forward to have this feature in the future versions.

        Thanks,

        • Alvin, if you are using the Barcode feature of Advanced Inventory, Intuit has been very stingy in where they have included barcoded values in their reports. Far to simplistic. I haven’t seen any indication that they are going to expand on that.

          Very few third-party addons can see that barcode field – it has only been made available recently, and most products haven’t taken advantage of that.

          I don’t know if QQube (www.clearify.com) has provided that field yet – if they have, then that would be a good report generator to use.

          If you contact me directly I know of a product that is being field tested now that can provide SOME reports that would include the barcode field.

  38. Robin Burrill says:

    Sorry if someone asked this…but did QB’s finally get rid of the interface problems with windows 8/8.1? I didn’t upgrade because of that.

  39. Carol says:

    I’m having a problem with QuickBooks. I posted an payable to a vendor, paid that invoice, yet the invoice still shows in amounts owing to a vendor however the G/L is the correct amount (doesn’t include this “duplicate” invoice). I can’t just post a credit since the expenses will be credited (and they haven’t been posted double to). It’s a glitch in the software, not sure how to fix. Anyone else experience this and have a fix? Thanks!

  40. Sharon says:

    Thanks for the introduction. Can you help me with this? I just formed a small consulting firm and want to find something software simple to use to keep tracking my expenses. Do I need Quickbooks pro or is there something else you can recommend for a starter? Thanks

  41. L. Peterson says:

    Do you know if Quickbooks Enterprise 14 has anything in the works to allow ACH payments for invoices rather than paper checks? That would be a key piece of functionality for our org. Thank you.

  42. Peter says:

    Hi Charlie and thanks for the great info.

    Never used QB before but now researching which is the most simplest version/year.
    I have a small biz and 1-4 employees/independent contractors. Primarily I want to keep track of customers, invoices, little inventory, sales tax etc.
    Someone told me that the odd yrs is more user friendly. Should I just get 2011 or 2013 Pro or just get the 2014 QB Pro?
    thanks

    • Odd years? Never heard that one before. I can’t say that there is any reason to think that.

      I can’t really make a recommendation because I would need to know much more about your business. If you have independent contractors, if they work from other locations, if they need access to the invoicing system (etc), there may be other options that you want to consider. There are MANY options out there, as we talk about in this blog.

      I generally would recommend getting the 2014 product if you go with QuickBooks. You can’t get anything else from Intuit directly, if you get older products from other sources they might not be valid copies. Also, if you are planning on using any “service” that plugs in (payroll, for example) note that Intuit retires a product after three years, so you can’t use these services if you don’t have a current copy. So you should always get the most current product available.

  43. freazei says:

    Hi
    How resolve Calendar Problem in quickbooks 2014
    any time at opening i get “Error Refreshing Upcoming Dues”
    Thanks

  44. freazei says:

    That Issue appear in windows 8.1

  45. Sreedevi says:

    Hi Charlie,
    Is it a right decision to choose QB for school accounting? If yes,Which version of QB is best for school accounting? Where do we look for an effective training for QB implementation? Is QB supports 3 digit currency decimal?

    Thank You

    • Sreedevi, I would need to know more about your situation before I could make a recommendation. “school accounting” is a fairly vague statement. Basic accounting is the same across most businesses, and QuickBooks Pro or Premier can handle basic accounting. But if you get into some of the additional things that a “school” might run into, then it isn’t clear which product to use. It all depends on what you are trying to accomplish, what environment you are in, what your budget is.

      Training – that depends on where you are located, what nationality of QuickBooks you are working with, and more. There are many great books available, and many US colleges have courses.

  46. Sreedevi says:

    Hi Charlie,
    Thanks for your reply.
    I am working as Accountant in a school in Kuwait. We are planning to implement RenWeb, an US school management ERP software system. RenWeb has the facility to integrate with Quick Books for Accounting. Before going ahead with integration we would like to have a detail study on QB.
    So please advise, to which QB version is suitable for School accounting and how we can get a step by step training for QB, from scratch.

    Thanks
    Sreedevi

  47. Carenpnt says:

    I’ve just purchased QuickBooks Premier 2014. I have not yet installed the program as I can’t find any information regarding multiple companies or subsidiaries of a umbrella company. We need at least 4 companies set up. Please advise. Thanks so much.

    • Carenpnt – that depends on what you are looking to do. If you purchase the desktop product (such as Premier, which you bought), you can open as many “company files” as you wish. You can have a totally separate file for each company. However, with Premier (without using an add-on product) you can’t get “combined” financial reports for all of those companies together. If you want combined reporting, there are several options:
      -You can create one company file that has all of the companies together, and use the “Class” feature to get some separate reporting on the individual companies. There are some limitations here.
      -You can upgrade to the Enterprise version, which does have some capabilities for creating combined reports for separate files.
      -You can purchase several different add-on products that will let you create combined reports from multiple files, such as QQube (www.clearify.com, which we reviewed in this blog) or the Report Combiner by Karl Irvin (http://www.q2q.us/).

  48. Donna Morris says:

    Wow, I just purchased 2014 Pro and after reading all your comments I am a little afraid to install and run it. I have taken over the desk that has been running Quickbooks Simple Start 2008. Guess I will be in for a few exciting days once I get it installed? We run Windows 7. Does anyone have any assistance for me? anything I should look for? Thank you Donna

  49. Frederick Doner says:

    Charlie,

    Do you think it is smarter to buy Free standing QuickBooks Pro 2014 for $249.95 instead of QuickBooks ProPlus 2014 for $299.95 per year for three years? I know the latter includes data protect (which normally costs $60/year), and mobile access (which I don’t use), but isn’t the real price difference between $249.95 + $60 plus the value of mobile vs. $900 over three years? I suppose it has to do with whether you think the upgrades each year over three years are worth automatically paying an annual fee equal to the first year’s. Please let me know. Thank you.

    • It all depends on how you use QuickBooks.

      Some people upgrade every year, some don’t. If you don’t want to upgrade every year, then Plus isn’t as good a deal.

      Some people want (and use) Intuit technical support. YOu left that out of your description of what Plus includes. If you rely on Intuit technical support, then Plus may be a better deal.

      Personally, I’m not a fan of Intuit Data Protect. I prefer more flexible backup products, but sometimes you do have to do some extra work to get backups done right.

      There are some minor added features during the course of the year that you MIGHT get in the Plus system, but often these mid-year updates aren’t a major addition for most people.

      You have to do the analysis, you have to think about how you plan on using the product. The good news is that these are the same basic QuickBooks product, either way you go.

  50. Cathe Ray says:

    Charlie – that’s for the review and it’s great reading all the comments. I own a retail store and we’ve been using 5.0 Enterprise since 2004. It’s worked fine for the most part but it is time to upgrade. I’m on an Enterprise support plan so we get the annual updates. Given how far back we are would you recommend trying to upgrade the database (~900MB) through a couple of versions or jumping straight to 13.0 or 14.0? We had tried upgrading way back in 2008 and ran into database problems which we never resolved – basically I gave up and keep using 5.0 Ent (we’re still on XP at least for awhile longer). Have you had any experience trying to jump forward that far and how best to handle it?

    • Cathe, the “generally accepted practice” on big jumps is to first make sure your existing database is as clean as is possible, and then to do the jump in some increments. With a file that big, I would be concerned that you would have trouble moving it all up, and in general you probably don’t need all that historical information. I would suggest working with someone who can help you in the transition, rather than trying it yourself. There are multiple issues here.

      Try contacting the folks at http://www.qbornotqb.com to see if they can help with this. This is a great company, very reliable and professional. I know they can shrink the file, I don’t know if they would deal with a file that old or not. Good chance that they do. There are individual ProAdvisors that I can refer you to if you do not want to work with that service – contact me directly for some names.

  51. Ben says:

    We need Quickbooks 2014 Pro for 5 users.

    Is it going to be cheaper for us to buy Quickbooks Premier 5 user, or Quickbooks Pro 3 user and then add two more licenses?

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