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At first, I was pretty excited about the announcement. “They’re going to fix the shitty interface for online banking,” I thought! Then I read the release notes. So they’re going to allow access to other QuickBooks windows while the online banking window is open. I guess that’s not so bad… at least my PaperSave software won’t throw an error every time the listener checks the database for a new transaction. I was really hoping they were going to fix that business whereby QuickBooks matches transactions to vendors without prompting. It would be much easier for me to reconcile my own online banking (without having to remove the matched vendor name for each transaction), given the fact that I use the company debit card for a wide range of purchases. So here it is, straight from my inbox to you:
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Issues Addressed Thanks to Your Feedback
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Dear William Kirwin,
In Intuit’s continuing response to your feedback on Online Banking in QuickBooks 2009, we are making this early announcement about a new update to Online Banking in QuickBooks 2009. [Note 1]
In late March, Release 7 for QuickBooks 2009 will allow accessibility to other windows in QuickBooks while Online Banking is open so users can easily move between QuickBooks windows. [Note 2]
With the new release, once again QuickBooks users will be able to have multiple windows open, and have access to other areas of QuickBooks, when working in Online Banking.
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Updates to Online Banking Available Late March
Release 7 is expected to be made available in late March 2009. We are now putting the final touches on this new release, which we expect will provide
- Access to multiple QuickBooks windows while users work in Online Banking.
- Faster performance for the Online Banking feature.
- Several other minor changes relating to customer feedback.
Stay Tuned. As we get closer to deployment we will confirm release dates and provide additional release notes.
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Please Help Your Clients Get Ready
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Check to Make Sure Clients Are Ready for the Update. Efficiencies in Online Banking for your clients should translate into fewer data entry errors and less time spent fixing errors. To make sure you and your clients will benefit from this update, you may need to make sure their QuickBooks settings allow Automatic Updates.
You or clients can turn on Automatic Updates by going to the Help menu in QuickBooks and selecting Update QuickBooks. Then, go to the Options tab and select Yes for Automatic Update. The QuickBooks user will then be prompted in QuickBooks when the update becomes available in late March.
Manual Update May Be Ready Sooner. When we confirm release dates, it’s possible we will be able to identify an early download (requiring a manual update) of the Release for you to test and preview. Again, stay tuned.
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Public Announcements: Online Banking Information Center
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How We’re Sharing This Information. Over the next few weeks we will reach out to other QuickBooks users by a variety of means, and typically those messages will include a link to the Online Banking 2009 Updates page at
http://intuitcommunity.com/onlinebanking2009
This page — which will be updated soon to reference Release 7 — serves as a central location for QuickBooks users to find our most updated information on Online Banking.
Note: The site also repeats instructions on obtaining the release by automatic or manual update. Feel free to share this link with any clients also concerned about Online Banking access.
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Ongoing Feedback on Online Banking Is WELCOME
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We’re Listening. Please continue to email us at OnlineBanking_QB2009@intuit.com with your thoughts. We appreciate your suggestions to help us better meet the needs of both our existing and new QuickBooks users.
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Previous Improvements from Your Feedback
Thanks to your feedback so far, in earlier QuickBooks 2009 releases we were able to provide many of the most-requested online banking features. These included
- Quick Fill. The ability to start typing entry information, such as payee and account names, and QuickBooks will recognize what you are typing and complete the information for you.
- Add New. The ability to quickly add new names, accounts, and classes within Online Banking by selecting Add New from the dropdown list.
- Manual Match. The ability to view and select QuickBooks register entries to manually match the downloaded transaction.
- Review and Add Multiple Bank Transactions at Once. The ability to easily review, edit, and save downloaded transactions in a batch.
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Thanks for Your Help
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Getting It Right. At Intuit we are committed to making the new Online Banking feature as good as in previous versions, and we hope better. As QuickBooks ProAdvisors, your feedback is especially valuable to us in this effort.
Because of your help, we can continue to develop the best way to address your needs as accounting professionals, while still finding ways to encourage use of Online Banking by other QuickBooks users.
Sincerely,
Your QuickBooks ProAdvisor Team
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Notes
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- This alert relates to Windows versions of QuickBooks 2009 in its Pro and Premier editions, as well as to QuickBooks Enterprise Solutions 9.0.
- Pre-announcement of Release 7 is based on best available estimates. We will update ProAdvisors as we get closer to the actual release date.
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QuickBooks ProAdvisor Alerts
Editor: Bill Teague
Publisher: QuickBooks ProAdvisor Team
We welcome your suggestions and feedback on the content or design of your newsletter at pap-editor@intuit.com. For feedback or questions about your ProAdvisor benefits or log-in, please contact proadvisors@intuit.com.
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© 2009 Intuit Inc. All rights reserved. Intuit, the Intuit logo, Intuit ProConnection, EasyACCT, Lacerte, ProSeries, QuickBooks, QuickBooks ProAdvisor, Quicken, and TurboTax, among others, are registered trademarks and/or registered service marks of Intuit Inc. in the United States and other countries. Other parties’ trademarks or service marks are the property of their respective owners and should be treated as such.
Program terms and conditions, pricing, features and service options are subject to change without notice.
This Alert is provided as a convenience for our customers and is not intended to supplement, modify, or extend the Intuit software license agreement between Intuit and the customer for any Intuit product or service. Terms and conditions subject to change without notice.
Please Note: Intuit respects the personal nature of email communication. Every effort is made to offer only information or products that may be of value to you. If you do not wish to receive this QuickBooks ProAdvisors Newsletter, please click here to UNSUBSCRIBE and we’ll take you off the list as quickly as possible. Unsubscribing will remove your address from receiving the QuickBooks ProAdvisor Newsletter and noncritical product alerts. You will still receive critical product alerts on Intuit products which are registered to your name. If you desire to halt ALL communications from Intuit please send an email to proadvisors@intuit.com.
MOST TRUSTED. In January 2008, TRUSTe, the leading Internet privacy seal-of-approval, in conjunction with the Ponemon Institute, announced that Intuit Inc. has been honored as one of the Top 3 Most Trusted Companies for Privacy for 2007. The award is designed to celebrate the companies who take active measures to protect and inform their consumers and to encourage a safer online ecosystem. To view the full report, please visit http://www.truste.org/about/most_trusted_company.php. To learn more about TRUSTe, go to: www.truste.org.
Intuit Inc., Customer Communications, 2800 E. Commerce Center Place, Tucson, AZ 85706
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Due to several illnesses in my family immediately following the holiday season, I have had to take a great deal of personal time this January. For the past few weeks, I have had to reschedule or cancel many appointments, put some projects on hold, and limit the number of hours per week that I am able to work for clients of Network Services. As a result, response times for non-critical issues have suffered. Due to more illness in my family, it is likely that I may be called away from work at any time over the next several weeks. In order to better service clients, I will be subcontracting any work that cannot be completed in a timely fashion. I hope to be back to a full work schedule as soon as possible.
BK
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I haven’t actually seen a message like this in some time. This is a good example of a virus/malware attached to an e-mail. In this case, you actually have to extract the executable program from the zipped file, and then run it to compromise your system. That makes this relatively harmless for the most part.
Overall, this is pretty weak, and most obviously spam:
- Notice that the domain is “ups.com” where the United States Postal Service should be “usps.gov”
- Notice that the format of the communication has no contact information and does not look like the professional communication you’d expect from the postal service
- You may also note that you did not ship a postal package on November 25th
So, if you see a message like this in your inbox, be kind to your computer and delete it.
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No big surprise here. Another Internet Explorer security issue as reported by CNN. If you’re using Internet Explorer on a Windows PC to surf the net, consider switching to another browser such as Firefox. If you’re not dependent on Windows based software, consider switching to a Mac.
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I guess Intuit got my e-mail. If any of you are using the online banking features of QuickBooks 2009, then I’m sure you’ve also found the implementation to be abysmal. Every time I classify an unmatched transaction to a vendor, every transaction with the same description is automatically marked as belonging to the same vendor. This is very annoying, and the result is such a convoluted process that the end result is a product that seems unfinished and barely usable. I am pleased to see that the updates to be released address the exact issues I am having with my QuickBooks installation.
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Update 1 (QuickBooks 2009 Release 4)
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Update 1 provides the ability to
- Quick Fill. You will be able to start typing entry information, such as payee and account names, and QuickBooks will recognize what you are typing and complete the information for you.
- Add New. You can quickly add new names, accounts, and classes within Online Banking by selecting Add New from the dropdown list.
- Manual Match. You will have the ability to view and select QuickBooks register entries to manually match the downloaded transaction. [2]
Update 1 becomes available on
- Thursday, Dec. 11, as a download at www.quickbooks.com/support (click on the Updates & Downloads link along the top navigation bar).
- Thursday, Dec. 18 as an auto-update if you and clients have automatic updates enabled.
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Update 2 (QuickBooks 2009 Release 5)
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By working overtime, our programmers were able to complete this first update and catch up with one more heavily requested change. Update 2 provides the ability to
- Review and Add Multiple Bank Transactions at Once. You will be able to easily review, edit, and save downloaded transactions in a batch.
Update 2 becomes available on
- Thursday, Dec. 18, both as a download from www.quickbooks.com/support and as an auto-update if you and clients have automatic updates enabled.
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More Feedback
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Bank of America. Some QuickBooks users have reported difficulties downloading bank transactions from Bank of America. Bank of America reports it will be able to update its systems to resolve these difficulties as early as December 12.
Multiple Windows. Some QuickBooks users have asked for the ability to have multiple windows open at the same time. We are working on an update for this as well.
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Feedback on Online Banking
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Feel free to email us at OnlineBanking_QB2009@intuit.com with your thoughts or if you would like to be notified of Online Banking-related updates. We appreciate your suggestions to date to help us better meet the needs of both our existing and new customers.
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