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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.
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