QuickBooks

QuickBooks 2014 R3 Released

Written by Charlie Russell

Intuit has released the QuickBooks 2014 R3 update for the U.S. version of QuickBooks. This is available as a manual update from the Intuit support web site. I expect that this will be pushed out as an automatic update a week later. Hold on to your hat – this is the first “maintenance” release for the 2014 product, and there are a LOT of changes and bug fixes here, as I expected.

I’ve tried to highlight the “new features” and “enhancements” up front, for the most part, since this is a part of your decision to go to QuickBooks 2014. I list the bug fixes nearer the end (hopefully fewer of you are interested in that part).

Wait, “R3”? What happened to “R2”? Typically, Intuit sets aside the R2 designation in case there is a big, major disaster in the R1 release that is discovered after it comes out, while R3 is already being developed. They don’t want to have to push out a quick fix based on the R3 version that is under development.

Changes to the User Interface

When Intuit changed the user interface for QuickBooks in the 2013 release, one of the complaints related to the size of the scroll bars on windows. I was one of the people complaining – the scroll bars were too narrow to hit easily using a mouse. With the 2014 R3 release scroll bars are wider, which is a nice improvement. Are the wide ENOUGH? We’ll see what people think. The increase is about 4 pixels. In addition, although it is hard to demonstrate, they increased the “minimum size” for the scroll bar elevator – so if you have a very large list it won’t shrink as small as it would have in prior versions.

Here is a screen shot of a portion of the customer center in the R1 release for comparison.

Scroll bar width in QuickBooks 2014 R1

And here is the same window in the R3 release.

Scroll bar width in QuickBooks 2014 R3

There are a couple of other fine-tuning changes in the user interface, some of which are hard to notice even if you have R1 and R3 open side by side:

  • In bills and checks, the background pattern is a bit darker.
  • In bills and checks the border around the bill/check is a bit darker and wider.
  • In many if not all transaction windows, if you look at the detail table at the bottom of the form, the line that separates the columns is no longer a strong black line, it is a soft gray.
  • The editable fields on QuickBooks windows are made a little darker for better contrast and visibility.

Changes to QuickBooks Attached Documents

This is mainly a user interface change, a VERY nice improvement in the Attach icon that you see in transaction windows. Let’s use an invoice as an example.

Here is my invoice, with no attachments. You see the plain paper-clip icon.

No document attached

In the R1 release (and in prior years), if you add an attachment to this transaction using the QuickBooks Attached Documents feature, the icon would change – I’ve never liked this muddy, unclear icon.

Document attached in R1 or prior year

With the R3 release Intuit has finally made this icon useful – not only is it clearer that there ARE attachments, you are also told how many. Very nice!

Multiple documents attached in R3

Changes to Send Forms (Email)

There were a number of significant changes to how QuickBooks handles email in the R1 release, and with R3 Intuit continues to refine the feature.

In the Send window, you can now double-click on an attachment to open it. This is also available in the Send Batch Email window.

QuickBooks Send Email

In the Sent Email tab of the Customer Center there are several changes:

  • Statements now show on the list.
  • Two columns were added, Sent By and Email Template. These are very welcome changes.

Email Tab in Customer Center

There also are a few minor changes to the window appearance to be consistent with the overall theme for the program. For example, in the Send window, the spell check button is an icon instead of text, things like that.

There are some email-related changes in the Income Tracker feature as well.

Changes to Income Tracker

The Income Tracker is one of the major additions in QuickBooks 2014 which I really like. With R3, there are a number of improvements to this feature.

There has been a general cleanup of navigation issues, such as the order of the fields if you use the Tab key.

One nice change is that if you filter the display (by either clicking on the colored icon at the top, or by using the filter dropdown list options) you will see the total of the listed transactions in the lower right corner.

Income Tracker Total

Batch Email

In the lower left corner of the Income Tracker there is a Batch Actions menu/button. The R3 release adds a new option here that I find VERY useful, Batch Email.

If you select this option, a window opens that will include all of the transactions you selected (with the exception of statement charges and journal entries, which cannot be sent by email). The program will sort the transactions by Customer:Job and will send one consolidated email with all of the transactions for that Customer:Job.

Send Batch Email in 2014 R3

Very useful!

Note that in the Email tab in the Customer Center you will see the notation “Batch Email” by emails sent this way.

One thing that I have NOT tested at this time is to see what happens if one of the email addresses has attachments that add up to be larger than the attachment limit (2 MB for webmail, 10 MB for Outlook).

I’m slightly disappointed that this consolidation feature isn’t also available in the File/Send Forms function, although I’ll guess that it may show up there in a future release.

General Journal Entries

General Journal Entries will now show in the Income Tracker, and you can set a “type” filter to show just those. These will be excluded if you do a batch email.

General Journal Entries in the Income Tracker in R3

From what I can tell this will only show GJE’s that are made to Accounts Receivable. I don’t know what the use case is for this, so I can’t evaluate the need.

Changes to Client Collaborator

I’ve discussed the Client Collaborator before, a feature that lets the accountant open “conversations” about specific transactions in a client’s file. Not many people are using this yet, since it is a new feature and only works if both the client and the accountant have QuickBooks 2014. We’ll see more people using this when we get into tax season, I believe.

There are a number of changes in this feature in R3:

  • A bug is fixed where you would see a 404 error if you tried to open a second instance of the conversation list.
  • You can no longer use this feature from a “sample company file”.
  • The “access points” (menu options, icons) will be visible by default in all Accountant editions.
  • The “chat” icon in the upper right now has a dropdown menu, where before it was just an icon with no menu.
    Client Collaborator icon menu
  • The list of supported transactions has been significantly increased. In R1 there was only support for Check, Bill, Credit Card Charge and Item Receipt transactions. The list is now expanded to include:
    • Bill payment Check
    • Bill payment Credit Card
    • General Journal Entry
    • Sales tax payment
    • Item Receipt
    • Purchase Order
    • Estimate
    • Sales Order
    • Invoice
    • Sales receipt
    • Statement charge
    • Receive Payment
    • Credit memo
    • Credit Card Refund
    • Paycheck
    • Payroll Liability check
    • Liability Adjustment
    • YTD adjustment
    • Transfer
    • Deposit
    • Build assembly
    • Inventory Adjustment

Changes to Bank Feeds

QuickBooks 2014 introduced some significant changes to Bank Feeds (formerly called online banking), and the R3 release continues to expand upon the new feature.

One side note – I was running into a serious bug in the system when trying to add a new rule to the rule list, with R3. Odd crashes, strange error messages. The source of the problem ended up being that I had some vendors in the vendor list that had some non-printable characters in the vendor name (from an import done to test something else), once I removed the bad information the problem went away. This is a known problem in online banking / bank feeds (see this Intuit KB article), but you should get an error message that links to the KB article rather than the very arcane XML error message I was receiving in R3.

Performance Fixes

  • The Bank Feed Center should start faster with R3 (I don’t notice a big difference, but I have a small amount of data there).
  • If you open the Rules List when you have more than 1000 rules, R3 should open much faster.
  • There are performance improvements when you edit, save and delete rules.
  • There should be performance improvements when you open the transaction list

Automation Changes

  • A “take no action” rule is automatically created that will tell the program to leave the payee and account blank if the description contains “Check” or “ATM” or “ACH”.
    Take No Action rule
  • You now have an option to edit or ignore auto-created rules.
  • You can now bulk-delete rules.
  • The “renamed” flag is updated even for transactions for non-vendors.

Usability Changes

  • There is a single warning message for “Greater than X day” and “Older than X day” transactions during Bulk Add.
  • There is an option do display and hide the Memo on the transaction list.
  • There are new combo boxes for Payee in the transaction list and rule edit window that will help improve performance.
  • There is a “Finish Later” button in the transaction list, something that existed in QuickBooks 2013 but was left out of QuickBooks 2014 R1.
  • You can set the default Sync to be “Download per FI” (FI = Financial Institution) on Overview for all Direct Connect connections.
  • There are a number of user interface fixes that are listed. To be honest, many of these are VERY subtle changes and in some cases I have a hard time seeing that Intuit is referring to. I’m listing what they told me about, whether I can actually prove a change or not…
    • There is a Sync All icon on the Overview screen.
    • The Transaction List status bar, filters, grid and so forth have been changed to match the Income Tracker format.
    • The Direct Connect windows have been updated to the new user interface style.
    • There are changes in the rule list window to match UI changes in other transaction windows.

Changes to Enterprise Job Costing Reports

A new filter option has been added to several of the job costing reports in QuickBooks Enterprise, filter Name by Active Status.

Filter Name by Active Status

This is available for:

  • Profit & Loss by Job
  • Job Profitability Summary
  • Job WIP Summary
  • Job Estimates VS Actuals Summary
  • Committed Cost by Job

Advanced Pricing Changes

Advanced Pricing is an added-charge subscription feature that works with QuickBooks Enterprise to provide you with additional options for setting pricing rules. There are a few improvements in the R3 release:

  • When creating a price rule, one of the criteria you can use to qualify a price rule is the “item type”. R3 expands the list of types that can be selected by adding Other Charge items.
  • Quantity discounts have been modified to add a “effective date” feature, as you find in the regular price rules. This is VERY helpful.

QuickBooks File Doctor Integration

The QuickBooks File Doctor is one of the free repair and diagnostic tools that Intuit provides to us (see this article on fixing QuickBooks problems). This tool is aimed primarily at errors that prevent you from opening your QuickBooks company file.

With the R3 release Intuit has integrated the QuickBooks File Doctor (QBFD) with the QuickBooks program so that if an error occurs of the type that QBFD should address, QBFD will automatically be launched and it will attempt to repair any problems that are found. It will also offer (if necessary) an option to upload the file to Intuit Data Services for repair.

I haven’t been able to test this as I don’t have a system setup where one of these kinds of errors would occur. What you SHOULD see, if a startup error occurs, is a window similar to the following. If you click the start button then the diagnosis and repair process should proceed.

QuickBooks File Doctor in R3

When launched this way you won’t have the options to change company file (that makes sense) or the option to select the advanced settings to choose the specific diagnostic type.

Related to this, there is a new option in the File/Utilities menu, Download QuickBooks File Doctor. This simply opens a browser window that takes you to the Intuit support site where you can download a copy of QBFD. You can run this and then have access to the features that the internal version doesn’t offer.

Note that if you are not the Admin User when you start QuickBooks, and an error occurs which invokes QBFD, then some of the diagnostic features may be limited. For example, the network diagnostics portion of the tool will only display the list of errors that need to be corrected in your network setup – since some of those may need to be corrected on another computer.

Here’s a list of the errors that QBFD can resolve (usually the kind of error message that you will see, but sometimes just a note on what is happening):

  • DB Maintenance in Progress
  • 6130 error: A corruption in the LOCKS table
  • Certain kinds of datasync database errors, where a ColumnReorderRequired flag has been turned on in the database
  • 6147 error: Duplicate entries in the sysinfo table
  • 305 or –301 error: A log corruption
  • 82, –305 or –301 error: Database metadata corruption
  • 82 or –106 error: White space in the file name
  • H202: Firewall error
  • -6177,0 error: Incorrect path in the .ND file
  • -6123,0 error: Firewall blocking the 8019 or database port
  • other -6xxx errors: There are some other errors in this sequence that MIGHT be fixed.

Changes to My Company

As near as I can tell, the main change here is that the My Account link has been added in this window (Company then My Company). This lets you log in to your Intuit account to be able to manage your services and accounts. There could be more here that I haven’t discovered yet.

My Company update

You can also now see up to 10 subscriptions in the “manage my apps…” section.

Changes in Help

The have a question window in the Help system has been reorganized a bit. In the graphic below, the help window from R1 is on the left, R3 is on the right. These changes are mostly to set up the window so that you don’t have to scroll down to see results.

Updated help screen

Changes to Payment Processing

There are several changes to how the payment method is handled differently in Customer Payment and Sales Receipt transactions.

Here is what you would see in a customer payment transaction with the R1 (and prior year) release. The fields that show below and to the right of the payment method will depend on the “Type” of the payment method chosen.

Customer Payment options in R1

Looking at the same transaction type in the R3 release (similar changes are found in sales receipts) you will see that there is a set of bold new icons, and that the layout of the rest of the window remains consistent between each payment type.

Customer payment options in 2014 R3

You select the payment type by clicking on the icon, rather than on a dropdown list. The one you have selected will be highlighted in green. The only fields that change is the one under the date, which will have a label for reference # or check #.

If I select Credit Debit then I get a popup window that asks for the detailed information for that payment. The Payment dropdown list will show only the credit card payment types on my Payment Method List.

Credit/Debit payment type selected

Click the More icon and you can see payment methods that might not be listed as an icon (I had added the “alternate” options, for example) and the ability to easily add new payment methods.

More payment methods

As it stands, I like some features (having a consistent layout of the fields, for example), but I’m not sure that I’m entirely happy with this. It might be that I don’t fully understand how this is working.

  • I cannot see the information about the credit/debit card payment without clicking on the icon – so I can’t easily see what used to be right up front in the older approach.
  • I can define multiple payment methods for Cash, Check and e-Check in my payment methods list, but when I click on one of those icons I don’t have an option to select WHICH of those payment methods I want to use? If I click the More button I can select an alternate,  and the appropriate icon will turn green, but there is no way to tell which specific method I chose within that type. Not good!
  • Being a picky person, I wish they could be consistent. Is it e-Check, E-Check or eCheck (different spellings that I found in different places in the program).

I’m going to make some guesses, as there are some aspects of this that I can’t test. If you are connected to an Intuit payment processing system, I think that these icons are going to work in a different way. I’ve seen some screen shots that show different options and more detailed popups when you click some of the payment method icons if an Intuit payment solution is enabled. I haven’t been able to test that at this time (hopefully soon).

Single Payments Account

Single Payments Account is a feature that you can use to sign up for payments within QuickBooks and get a single account that will provide you with the ability to process credit card payments, eCheck payments, and use Intuit GoPayment. You can then receive payments through the Receive Payments or Sales Receipt transactions. This is tied in with the new payment method icons I show above.

At the time that I’m writing this article I can’t fully review the feature. I hope to have a more detailed explanation of this in a future article.

The full power of this new layout will probably show when you have this kind of account set up. However, many users won’t want to use an Intuit account for this, and it looks like the new icon layout isn’t working as well as it should for that situation.

Bug Fixes and Other Changes

In addition to what I’ve already listed, here are a few other random bug fixes and feature changes in the QuickBooks 2014 R3 release. Please note that I have NOT tested all of these myself. There are a lot more changes/fixes in this release than I list here, but Intuit hasn’t explained what they are.

  • In the Contractor Edition, the Direct Deposit for Vendors button no longer overlaps the “Work Comp Expires” field under the Additional Info tab of the Edit Vendor window.
  • When viewing a previously save weekly timesheet the time entries will remain in the originally entered order.
  • The Committed Cost report can now be filtered for one job.
  • The Customer Price List Report items will now show on the report even if their price goes negative.
  • Payment Receipts will no longer show up on the send forms queue – this was a problem since there wasn’t an email later box to control this behavior.
  • The Account column can no longer be removed when customizing purchase forms, since it is required.
  • If you enabled “use BOM cost” and the BOM contained inventory parts with 5 decimal places in the cost the cost will now display correctly.
  • A problem has been fixed that caused batch emailed invoices to include a Winmail.dat attachment instead of a PDF file.
  • Users who can create and memorize reports will no longer be restricted from viewing those reports.
  • The “recommended memory alert” will not display when available system memory is less than 2 GB.
  • Shipping Manager will no longer display the error “PackageSpecialServicesRequested – Invalid codCollectionAmount in Requested Package 1 [ship:6617]” when attempting to ship packages using FedEx.
  • Using Advanced Inventory Lot Tracking, creating a “lot adjustment” will now correctly change the lot count.
  • The Customer Price List report will now show the base rate instead of the calculated price when the item’s rate is percentage.
  • The Automatically build required subassemblies check box (Enterprise) will no longer disappear if a customized template is selected.
  • When you remove an item from the Bill of Materials a blank line will no longer be left in the list.
  • The Markup field on the Add/Edit Multiple List Entries window will now calculate based on the global preferences when a new service item or new non-inventory part is added.
  • When an estimate form includes the Markup column, the cost will now appear instead of the sales price.
  • You can now print multiple copies of bar codes.

Payroll

QuickBooks 2014 reworked the user interface in the payroll center – the R3 release refines that a bit more:

  • The tables in the payroll center can be sorted by clicking on the column headings.
  • The toolbar at the top of the Payroll Center has a number of new buttons for the various tabs, adding new options.
  • There are “notification icons” for overdue items that need to be completed.
  • A bug was fixed that would cause QuickBooks to close unexpectedly when you were creating a large number of paychecks.
  • A bug was fixed that would cause QuickBooks to close unexpectedly when you were printing or viewing a large number of paychecks.

In addition:

  • Paychecks created by Assisted Payroll subscribers that are not marked for Direct Deposit will now have the status To Send in the Recent Payrolls table of the Payroll Center.
  • Paychecks marked “To Be Printed” and that are sent for Direct Deposit will default to having the option “Lock Net Pay” selected.
  • A Status column has been added to the Create Paychecks table in the Payroll Center.
  • You can now QuickZoom on entries in the Recent Payroll table by clicking on the Net Pay amount. The result is a Paycheck Detail report that shows each paycheck for the selected payroll.
  • Direct Deposit paychecks will no longer be shown with a zero dollar amount under the Email History tab.
  • The WH1 Form will now properly populate.

Advanced Pricing

    • The help link for Advanced Pricing will now work.
    • There is a fix for a crash that would occur when editing Quantity Discounts in Advanced Pricing.
    • In R1, prices didn’t recalculate for quantity discounts when a transaction date was changed. Now the do.
    • Price rounding will now occur correctly when rounding is set to “use the same rounding across all price rules” and “1.00 minus .11” is selected.
    • Inactive items will no longer show incorrectly in the Item Prices by Price Rule report.
    • All price rules will now show in the Item Prices by Price Rule report.
    • If you have a “fixed price rule” and an “amount off price” rule applied to the sales line item a problem was fixed where the price was miscalculated.
    • The Item Prices by Price Rule report will now show all subitems properly.
    • When using Quantity Discounts, the cost or amount/price will no longer be rounded if you set the preference to “don’t round prices” (see Intuit KB Article SLN76584).
    • Price rules notes will now update when editing a saved statement charge.
    • The Price Rule List has been expanded to accept 100,000 price rules, up from 10,000.
    • The hot key Alt+c will now open the Price Rules list instead of the Company drop-down list.
    • QuickBooks will now attach the Intuit PaymentNetwork line to the email and PDF correctly.
    • When opening the Item Prices by Price Rule report, QuickBooks will no longer freeze or show a white screen.
    • Price Rules will no longer override billing rates assigned to Vendors.
    • You are now able to track prices edited or modified by other users when a Price Rule has been applied.
    • When different Price Rules are used at the same time (fixed price, percent or amount) the Fixed Price will be used as the default.
    • Price rules will now calculate on Estimates.

Enterprise Inventory Center Bug Fixed

Here’s one bug that has been fixed from the R1 release that has been causing problems for people. In the Inventory Center with R1, you either couldn’t see the item name, or it would be truncated:

Inventory Center in R1

This particular display bug was fixed in R3:

Inventory Center in R3

Bottom Line – Should You Use This Release?

That is always the key question, and it is always a tough one. Is this release reliable? That is hard to tell. I’ve been using it for a short time, but I don’t enter the volume of transactions (or the breadth of type of transactions) that most users will. This release WAS beta tested, but even then the beta testers can’t try every combination of features. It is a guessing game when even a small update comes out, but this is not a small update.

At this point in time, my best guess is:

  • If you are already using QuickBooks 2014 R1, I would definitely update to R3. We know that R1 has a lot of bugs, we know that R3 addresses a lot of them. I’m thinking that an R1 user will be better off using R3.
  • If you have not upgraded to QuickBooks 2014 yet and you are not using Advanced Inventory, well, that is a tougher decision. I’m not aware of any huge, widespread, universal big problems that tell me that you shouldn’t upgrade. But, that doesn’t mean that it is clean! I’m thinking that if you don’t see a compelling reason to move to the 2014 product, why rush it? This is still a relatively young release, and the R3 update has a lot of changes in it, so I would wait at least a month more to see what kinds of things shake out with OTHER users. My usual recommendation is to wait until January, to put the upgrade off until after you have closed your books for the year, but that does depend on the type of business you have and what your fiscal year is. I tend to be really, really cautious.
  • If you have not upgraded to QuickBooks 2014 yet and you ARE using Advanced Inventory I would definitely wait a bit before moving to QuickBooks 2014. There are some reports of some odd things going on with Advanced Inventory, perhaps just with the Lot Number feature, so I am making a stronger recommendation about waiting. I don’t know the nitty-gritty details of the problems that I’ve seen reported, so I’m not sure what is going on. So I’m again being cautious.
  • If you haven’t yet subscribed to the new Advanced Pricing feature, which is only available in Enterprise V14, I would still be very cautious about this. It is a new feature, it has only been in use a very short time, and it has a lot of calculations going on. As we see, there are a lot of bug fixes in R3 that relate specifically to this. I’m nervous about relying on it at this point, there may be other issues that will crop up. I like the feature, it is just so very new and so very complicated.

Overall, the product looks good. A better R1/R3 release than normal. There just haven’t been enough users putting in enough hours on this yet for me to have full confidence.

About the author

Charlie Russell

Charlie Russell has 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 an 8-bit microcomputer with one 8 inch floppy disk drive. 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, as well as being a Xero Certified Partner. Charlie started blogging about QuickBooks in 2008 (Practical QuickBooks) and has been writing for the Accountex Report (formerly the Sleeter Report) since 2011. He retired from accounting and QuickBooks activities in early 2018.

Visit his CCRSoftware web site for information about his QuickBooks add-on products. He is also the author of the California Wildflower Hikes blog.

114 Comments

  • Whew, you must have a hand-cramp after typing that one! This is an excellent, useful, reliable, understandable and relevant article.

    Thank you so much, Charlie, as always!!

    ~Lyn

    • Ken, it is a “manual” update at this time. Click on the support link in the first paragraph of this article, select your product, click the “update” button, you get a manual update that you can download and then run on your system.

  • Looks like a welcome update–if it introduces no significant bugs)…it appears Intuit is finally addressing some of the UI deficiencies they introduced in QB 2013 (narrow scrollbars, difficult-to-notice bill and check background color changes). Looks promising.

    • Well, Mark, as you and I know from experience (such as, 2013 R7) Intuit can introduce significant bugs at any point in their release process. I’m just amazed, as a software developer, that they can get away with how they release the R1 versions each year with so many known bugs…

  • Great article Charlie. It is nice to hear that Intuit is listening to the ProAdvisors and our clients.

    I like the improvement to the attachments icon and the income bar. Very useful. I can see my clients using them.

    I also got a call yesterday from a potential client in Greater Seattle that had upgraded to Enterprise 14.0 and was having problems opening up their file.

    I suggested that they do a R3 manual update and see if that fixes their problem as well as call Intuit for their free technical support. I mentioned that there was “no point in paying me when your purchase includes help”.

    • Thanks, Keith. I usually tell people that when a new R level release comes out as a manual update, don’t rush to get it, wait awhile to see if there are any new issues. However, in THIS case, I’m recommending that R1 users move to R3 as soon as possible (and I’m crossing my fingers).

  • My thanks to everyone for their comments.

    I also want to thank the many people at Intuit who helped with this by providing me with more detail than what is published in the support pages.

  • There is still a bug where sales tax does not display correctly on the invoice. When “Identify taxable amounts as “T” for “Taxable” when printing” is selected as a preference, the dollar/cents amounts do not line up correctly on the invoice. This bug was introduced in version 2013 and was not fixed in version 2014.
    Here is a picture of the problem from version 2014.
    http://postimg.org/image/rv3nvhgml/

    In version 2012 and before, the invoice would look like this.
    http://postimg.org/image/xiyc1hikn/

    • I can’t figure out why they don’t fix that one, Cliff, it seems like such a simple thing to do. There are add-on products that you can use to print invoices, where that won’t be an issue, although they are more work to set up…

  • I came across your article while searching to find out what the all the bug fixes were in the updates.
    I spent over an hour on the phone with Intuit this morning because I am no longer able to link a “check” to a particular “class”. Once I found this, I panicked, wondering if when we did our upgrade from a previous version of QuickBooks whether or not everything got linked correctly, and it did.
    I also ran into the same problem with linking a check written to MVA for sales taxes and fees on a vehicle. No way to link it to the vehicle sale transaction (customer invoice), therefore the check does not decrease the amount I owe to MVA.
    In the end, they told me they were aware of this issue and it should be included in R4 to be released next month (Nov.) and until then, I would just need to keep track of those checks and once the release is out go back to each one and link it to the “class”.
    I’ve worked with QuickBooks Pro for almost 20 years and I’ve never really experienced too many problems upgrading to the newer version, until now.
    I just wish companies would stop making so many changes to their programs. As my parents taught me, “no need to fix what isn’t broken”. Just wish programmers would learn that.
    Thank you for your well written insights Mr. Russell.

    • Hi Diane… I just upgraded to 2014 and I am having the same problem with no class field when writing checks. Did you ever get this issue resolved? Thanks very much, Patti

      • Patti, one possible cause if that problem is how you have the resolution set on your monitor, and the font size settings. Do you have multiple computers, does the problem show on all?

        • I am having several issues with how the “Write Checks” window displays. I have changed my screen resolution per the suggestions, but no improvement. I have three companies in QB 2014. This issue is happening only in one of the companies — the write checks view in the other two is fine.

  • Thank you for the very informative article!

    Unfortunately, our Enterprise 2014 users just applied the R3 update through the Automatic Update and now we are stuck. After the update you are asked to restart you computer. After so, once you open the QB Enterprise 2014 R3 you are prompted to again update the company file. Thought that was odd, but accepted anyway and it completed “successfully”. Now, every user is being asked to update the company file and you may not do so with other users in the company file. This has left us with only having one user in Quickbooks at a time, even for different company files.

    We are waiting to hear back from the next tier of Intuit support. In the meantime we have reinstalled all users’ Enterprise 14, selected “No” in the setup process when asked to update and turned Automatic Updates off. We still have the payroll issues that we can work-around, far better than no QuickBooks at all.

  • Charlie,
    I will echo the sentiments expressed earlier. Your articles are very informative, easy to eyeball with the pictures and diagrams and finally , very to practical. Thank you !! and keep up the excellent articles coming.

    I just have a small question. In the QB Online version, How can I expand the memo field width in the bank register? When I download bank statements, I have to click “edit”, which opens another window and frankly, it is a pain to do two clicks when, I should simply be able to drag the column width.

    YES, YES I know the standard answer.. I am dealing with cloud application and so..BOO HOO . Charlie, Do your influential connections reach the cloud developers?

    Best Regards- Hari

  • We have upgraded R3 with no obvious problems yet. However, we also had just downloaded the Advance Pricing and started working with it. Now with the R3 upgrade they have changed most of the drop down options and now none of our price rules work. Even worse, none of the new drop down options will work the way we need them to work. That makes the Advanced Pricing a waste of money.

      • After spending an hour with customer support, we found out that the price rule won’t work when you have the margin field in your template. It seems like they reduced the number of drop down choices as well. At least we had a couple of selections that don’t exist anymore. It is working now, but it doesn’t look like it will work for us anyway. We need to calulate a cost based on the list price and then calulate the resale price from that cost. This would be for a special discount from list given to us from our vendor.

          • Let me back up and explain what we are trying to do. We normally use the Estimate template to send out price quotes to customers. When and if they respond with a PO, we convert the Estimate to a Sales Order. Our purchasing will then fill the sales order from our inventory or create a PO to one of 100 or so vendors to complete the Sales Order. Our problem is the pricing from one specific Vendor. We would normally get a discount from the Vendors list price to sell at some markup (markup column) to the customer. Pretty normal so far. We have one Vendor that prefers to offer special discounts to select costomers (OEM). However, they bill us at full list price. It is up to our Accounting people to apply for a rebate to bring our cost down to the discounted cost. We buy several hundred items from this vendor, all at different discounts and the discounts may vary by customer depending on their purchase volume. I am trying to automate our pricing so everyone in the office can see what price each customer gets from this vendor. We spend to much time offering credits to customers that were overcharged and even worse if accounting misses a rebate, we lose. I thought the price rule would allow me to specify the discount available per customer per item by vendor. I’ve only been able to create the discount from list to the customer or the markup from cost but it still leaves someone very familiar with the process to do the math. I’m not sure it will do what we were hoping for. Sorry to get so long winded.

          • Jim, as you have found, I’m not sure that Advanced Pricing is set up to accommodate that. It is, however, a new feature and there may be more flexibility in the future.

            I believe that there are other addon products that might offer more pricing flexibility, but I haven’t worked with any of them myself on the level that you are looking for. And, there are costs associated with these products that might be problematical for you. One you might look at is ACCTivate (http://www.acctivate.com/) – the product is very reliable, it is a great company. They have a pricing module that provides some flexibility, but again I haven’t used that feature myself so I’m not sure if it is a fit for you or not.

  • I did the upgrade and noticed the memo field does not show description when reviewing a transaction detail report especially, when the transaction entered is a “split” transaction entry.
    Also, when you modify/change a memo on a transaction and save it, it does not accept the save. WEIRD! I regret the upgrade!!!!!

    • I agree – this is a disaster, it’s one of the most-needed management reports we use!

      Surprised Charlie hasn’t noticed / thought it worthy of a reply! WISH I hadn’t upgraded!!

      • Michael,I haven’t had great access to my system the past few days, so I haven’t tested this particular issue. Keep in mind that I’ve said that I generally don’t recommend moving to the 2014 product if you can avoid it, for exactly this kind of reason. In general, R1 users should go to R3 because there are SO MANY issues. If the memo issue is a problem for you, then you have to decide which bugs you want to live with. I haven’t personally moved my own company file over to 2014 yet.

        • Thanks for the reply Charlie … I am using QB Enterprise 2014 (UK version, though for once it seems pretty similar with most if not all of the functionality of the US version)

          I have already “upgraded” to R3 and entered loads of transactions before I realised this bug exists – does that mean I’m stuck now?

          Best

          Michael

          • Michael, thre are options, but they might not be good for you. Reinstalling the older product (if you can) and restoring a backup (you lose your new transactions). Hiring a service that can move your current, converted file back to an older version (expensive, probably). Waiting for an updated release that resolves the problem (I don’t know if the next release will resolve this for you or not).

          • @ Charlie Russell
            November 5, 2013 at 6:56 am

            Thanks for your reply.

            (In case anyone else struggling with this)

            I have just been on the phone to the Uk Pro-Advisor team, they say they are aware of this issue, it has been “solved” for people running QBE 13 (they may not have even suffered the “bug” in the first place) and it is being worked on as we speak – they are aware this is a non-minor problem.

            All the best

            Michael

            PS do you have any Blogposts specifically about moving a client from QB desktop to QB online? (There’s a general one about moving to the cloud but not much specific advice or potential QBD to QBO issues…)
            I am supposed to be trying this for a new client for the first time on Thursday

          • Michael – the thing to keep in mind is that there is no guarantee that the “fix” will be in the next maintenance release. We can only hope…

            Converting to QBO from Desktop – all I have is info on how it works in the US versions. We can’t test the UK versions, unfortunately. And my understanding (although I can be wrong) is that you might not have the same capability as we have in the US. You should contact the UK support people on this.

            The articles we have that apply as far as US versions:
            https://www.sleeter.com/blog/2012/12/converting-quickbooks-quickbooks-online/
            https://www.sleeter.com/blog/2013/02/checklist-for-converting-from-quickbooks-desktop-to-quickbooks-online/

      • This did not correct the memo bug in the expense detail area of check writing. That field is still blocked for me and it doesn’t save any changes to that field. This is not a report memo bug but within the check writing module. Any help would be appreciated, am running version R4 and attempted a manual update twice by resetting the update log…

    • I have had the same memo field problem. I spent 3 weeks with intuit technical support level 1 and 2 and they claim they even spoke to level 3. they took a copy of my data and couldn’t find the problem. They were unable to correct the problem. I use this field for payment period information and it will not let me update. I created new company files from scratch twice and eliminated the problem, but it just started again with no warning. They have terrible bugs in this program and their technical support is garbage. I am looking to change to a different software package after 20 years with them because I can’t tolerate rebuilding my data file from scratch every month. I regret upgrading as well, but was forced to do so due to 1099 report changes…

  • Hi Charlie, Great Article

    I would like to pass along some issues that I have found with the R3 update.

    I have updated 7 client machines in the past couple of days.
    One XP, 2 Vista, one Windows server 2008, and one Windows 7, all successfully. I also attempted to update 2 Windows 8 machines without success. On the windows 8 machines the update will not even download. I get an error #15240 in the status column of the update QuickBooks Window. This is what I am trying to research tonight.

    I did run into a problem when I tried to restore a MAC Version windows backup after I did the R3 update using both the Windows 7 machine and the XP machine. Everything seems to go fine until you hit the Save Button and the update windows close leaving you back at the program without doing a thing. The save process simply closed without even an error message.

    Thanks for listening.

  • Hi Charlie,
    Why would Intuit bring back the timesheet “preserve order” vs alphabetize? They made this change in QB 2013 R7 and quickly changed it back in R8 after users complained. Why don’t they just make it a checkbox in preferences? Why do they think it’s important which order the entries were entered?

    Could you please confirm that once you “save” and close a timesheet, then reopen, that it will not have sorted alphabetically? If so, it looks like I may never update QB again! It is very important to me to be able to quickly review a timesheet and view the entries in alphabetical order.

    • Looks like R3 doesn’t sort the timesheet by customer:job.

      Most of the complaints that I heard about had more to do with how time entries ended up being sorted when you added them to the invoice for time & billing. But, I don’t work with clients that use this kind of feature, so I haven’t been paying that much attention to it.

      • Oh please do. It’s really inconvenient. And if users complained so much on the last version, what would possess them to do it again. It’s a serious time waster for me. I might not enter a week’s worth of time all at once, and now I am wasting time looking to see if an employee has worked on a particular job already this week so I can add time to it there, or I am duplicating information since it’s not sorted by the job. QB gives you 80 million ways to change views and list orders etc., why would they chose this item to limit?

  • I am currently doing extended testing of 2014 R3 on what was our 2012 R12 file. I must say, I am for once, Impressed with Intuit. First of all, it will run out of the box on Server 2012. It also feels more stable. Not that Quickbooks ever crashed for us, but with 2012, there were plenty of time that it went to “Program not responding”. Our file also converted to 2014 without any issues or corruption.
    Running as a virtual machine, I never get CPU alerts the way I do with Quickbooks 2012. Honestly, if I didn’t have so many people to train and show the new interface to, I’d roll it out right now! I would say if you’ve been burned in the past with Quickbooks version upgrades, I would not worry with this one. Our file was “dropped on its head as a child” and has been in such bad shape, even some other experts had difficulty with it. So for us to see a smooth transition, everybody will have one.

  • Charlie,

    This article is incredibly useful, thank you.

    Can you tell me if there is a difference between R3 and R3P? My version says its R3P. I am still having problems such as, in order to send invoices or any forms through my Gmail I have to restart quickbooks or it keeps saying that my gmail password is incorrect, and also, in Banking Feeds, while trying to edit rules (an awesome feature I don’t remember before) it slows and stops responding at which point if I restart it works again.

    Tired of the restarting.

    Thanks again,
    Foster

    • Good question, and a good reminder that I need to be careful about how I talk about this. Yes, “R3” is the same as “R3P”. We generally talk about the revision level based just on that “R3” level. The “P” is always there, we jsut ignore it.

      However, it can be more complicated sometimes. You can have a much longer set of info that comes after the “R3” part, sometimes. We haven’t seen this yet in the 2014 product, I think, but we probably will soon. See this article for info on the “critical fix” nomenclature which can make this more complicated: https://www.sleeter.com/blog/2013/04/clarifying-the-critical-fix-feature-in-quickbooks-2013/

      • Charlie,

        I am still having the problems mentioned before but with a new twist, when trying to send and email it first tells me wrong password and when I try to input the correct one quickbooks “experiences a problem” and shuts down. It seems to do this quite often while performing other tasks as well and sometimes does not save the document I am working on.

        • I’m not running into that problem – without hands on your system there isn’t much more that I can add at this point. Have you tried creating a new test company from scratch and seeing if the problem occurs there?

          Another revision of QB 2014 should be on its way soon, I hope. I don’t know if there is anything that addresses this kind of issue, though.

        • After I did this update I have the same exact problem and its now 4/16/14. If I try sending an email (without batch), it crashes and closes. I have to always send invoice emails (and purchase order emails) via batch and then it will work 50% of the time. It will ask for my password and then finish, but crash afterwards. I can never tell if the emails went out because it waits until it completed before it crashes. Its causing a big pain especially with purchase orders (drop ships).

  • Thought I would mention a strange issue that encountered this morning….
    I loaded QB 2014 Accountant on my system.
    Whenever I would go into QB 2012 or QB 2013 upon loading a company file, it would tell me that there was a read error on the file click cancel or continue.
    Well I said continue.. this would happen multiple times… until I clicked enough that the file was loaded. However in the background between clicks I saw a progress bar going across so I know I would eventually get the file loaded when it got to 100%

    The file I was loading was an accountants copy in QB 2012. All I wanted to do was send the change file back as it was complete. However the view/send change file was greyed out. I did a double take and it did not say Accountants Copy at the top. Hmmmmmm……

    Call to tech support.. who told me that this was a know issue if you installed QB 2014. Until there is a fix… right click on the icon and use “run as administrator”.
    Viola… no more file problem…

    Ok.. now I went back into my accountants copy to try and send the change back… wow.. ok… it says accountants copy at the top… yay!!!
    Go into view/send changes…. and…..and,,,,, no changes
    Checked the audit report… there are all my changes…

    Call to tech support.. even though I was using 2012.. the bug from 2014 caused it to change to a working file because I did not run it as the administrator.
    It was because I clicked through the read only issue before I knew about the fix.

    Bottom line.. I lost all my changes….

  • Charlie, I also noticed that for example in the Bill To and Ship To fields shown in Invoice, that the size of those fields is too small also, similar in nature to the overly narrow scrollbars, and sadly looks like Intuit overlooked fixing this bug too. In older versions, you could read all of the address for the bill to and ship to, but now, it cuts off and you have to manually scroll each long line of text to verify – painful and unnecessary given the resolution available to the app. Interesting that extra large word “Invoice” but a sizeably large amount of white space until you get over to the right side of the window to view the date, invoice #, bill to, ship to fields, makes me wonder if the QB developers actually had anyone test the product before its release. R3 did not fix the cut off text issue and again, with all the real estate available, why keep the still somewhat narrow scroll bars.

  • Just wanted to comment that I read this page often now for insight into upcoming features and releases to Quickbooks. Without it, I’d be lost.

    We didn’t upgrade to 14 until R3 released. I was excited to try Advanced Pricing as we have complicated pricing structures based on Customers, Items, and a variety of custom fields.

    We’ve been running with Advanced Pricing implemented for a few weeks now and we’re encountering a few major issues. The biggest is that if you create an invoice, make manual changes to over-ride the price rules, save the invoice, then go to edit an invoice at a later date (to add freight, for instance), Advanced Pricing reverts all the manual changes back to the pricing rules. I need to be able to know that anything I change manually is going to stay changed once the invoice is saved.

    Another issue is that Advanced Pricing rules don’t work with credit memo’s yet. Before, we could use the pricing list drop downs and it would default to the customer pricing levels but everything has to be done manually now.

    And finally, column widths don’t save in the advanced price rule list. It’s a small thing, but if you’re entering a lot of rules it gets annoying fast.

    I’m hoping future features will allow us to use item custom fields; adding items manually to the rule list is cumbersome when your item list is a few 1000 items long and changes regularly. I’m also hoping the rules will eventually allow for some additional logic; if/then would be a start.

  • The manual update such as release 11 for Enterprise version 13 is nearly 600MB in size. Why is Enterprise 14 release three only 118MB? I haven’t installed 14 yet and thought I could just install the latest release (i.e. V14_R3), but it’s so small. Thanks!

    • Sam, the manual patch file has all of the patches for the entire year of product. So the 2013 version has 9 rounds of patches (since there was no R2 release, just R3 to R11), while the 2014 version has just one round of patches (again, no R2, so just R3). So the patch file grows as the year goes on. This is good, because the patch file can patch ANY revision – you can apply the 2013 R11 patch to anything from R1 to R10 and have it work. Rather than having to sequentially download each of the patches and apply them one after the other.

        • As a followup, I have a stand-alone install of Enterprise at home so that I can test certain situation before trying them at the office on our server. I am trying to go from Enterprise 2013 R11 and install 2014 R4. When I try executing the download, I get “No version of QuickBooks was found to update. Canceling update”. I can find nothing online indicating a resolution. As a point of information, I’ve never had problems going from release to release in 2013. Thanks for your time!

          • That sounds like you are running a patch file for 2014 R4, not a full install. The web patch file only updates the existing 2014 product, and you get that error message if 2014 R1 or R3 aren’t already there. What is the name of the file you are running, have you purchased Enterprise V14, and if you just downloaded it did you use the “Download” button or the “Update” button on that page?

  • Just purchased QB2014. Upgraded my company and lost all of my customers and all of my invoices. How do I get them back? This is my number one concern. Right now, and before, I really hate Intuit and Microsoft. If I could change software I would, but all of my clients use it so I have to. However, now that my customer list is GONE!!!! Please help with this.

    • Chris, it is not clear what exactly you did and what exactly you are seeing. There are several different answers depending on the situation. If you just don’t see ANY of your info, then you probably haven’t opened your existing QuickBooks company file with the new product. If you see SOME of your info (like vendors, or chart of accounts, etc) but not your customers and invoices, it may be just that you need to run a file rebuild. Many variables. If you just purchased the product you should be able to get installation support from Intuit. Or, work with a knowledgeable accounting professional or ProAdvisor who can help. Odds are you didn’t really lose anything.

  • We are a 20 year user of QB and have recently Upgraded to QB 2014 Acct PLus and have encountered problems that no one has ever seen in QB before. We upgraded from QB Pro 2012. We use this in a small multi user application. Two people logged into the same file will see different information than the administrator logged in as it pertains to vendor info and employee info. In the vendor file,where the federal tax ID number is recorded and kept, this information is being changed randomly ( not the same vendors each time we open the file ) and an alpha string of letters 12 to 18 letters long are inserted where a federal tax ID number should be and shows up as an error in verify data. Have over 1000 vendors in the file and over a 100 at a time get changed. In the employee file where the SS # exists the same problem happens with alpha numbers being recorded where the SS number is kept.

    It acts like the QB 2014 operating system has its own virus built in. Rebuild data does not fix the problem. Also when trying to add users to company file this can not be completed. QB software kicks admin logged in person out and restarts. The online Bank feed locked up and could not be deactivated without going thru an excel export and import of chart of accounts to delete the information for the particular bank.

    Each day we get new surprises and are in a bind as Intuit has not seen these problems before. Started QB 2014 at Rls 3 and reinstalled as Rls 4 and problems are in both releases

    • This sounds like it may be a variation of the encryption error that has been causing problems, although it is hard to tell without having hands on the file, or seeing the QBWIN.LOG file after you try a rebuild. The problem might have been in your file for some time, QB 2014 just shows it in a different way (it is more apparent). You need to work with someone to look at your file to see if a repair is possible. The Rebuild by itself doesn’t fix the problem, the log file shows what you need to work on. If you contact me directly I can get you in touch with someone who can look at the file and possibly do the repair, depending on the issue.

  • How can I use my (Commission income) as income on the Profit and lost Acc insted of the Premium income(which is another income report). How do I go about it?

    • Christian, that is a bit too vague for us to answer, plus it is off the topic of this article. We don’t know what version of QB you are using, what kind of business you are in, how you are entering your information, etc.

      You may want to work with a qualified advisor – the “find a consultant” link at the top right of this page can help you find someone to work with you.

  • I am looking for a solution to my direct deposit payroll data not being able to be sent. It all started with the change over to the new ViewMyPaycheck upload right after I purchased the QB Pro 2014. I also purchased a new Windows 8 laptop around the same time and downloaded my upgraded product. Everything was going fine, uploading the previous year’s pay stubs to the new website, then all of a sudden in the middle of the year the system hiccuped with the following error:
    Payroll Service server error. Please try again later. If problem persists, please contact Intuit Technical Support.

    I never have been able to upload any more pay stubs or send direct deposits, even after days and hours on phone support. They last concluded that they need to obtain a new Microsoft license for the Windows 8 OS before this can be fixed.
    The thing is…I manage 2 business files in QB and the other company file doesn’t seem to be affected. Now, when I call the support line voice message says it is no longer a working number. I got this once before, early January, but have spoken with someone since then.

    Do you have any idea what might fix my issue?
    Or how to at least remove pay stubs from the Items to Send area?

    Wish I’d seen your article earlier.
    Thank you,
    Heather

  • Hi Charlie,

    We are having a problem where the item selling price is automatically changing when we put in a new cost.
    I have checked in the company preferences and it is set to ask us before changes are made.
    Is this a bug that will be fixed? Or is there something else I am missing?

      • Hi Charlie,

        Yes all of the items I have checked (I picked about 6 at random) have the same preference in the mark-up “always ask about updating sales price”. We have also tried changing it to “Never update sales price” and it still updates automatically.
        I’m assuming this is a Quickbooks bug but I want to make sure before calling them.

  • My husband is completely frustrated when ‘trying’ to enter a Work Order (option under Invoices) because an error box pops up and QBs shuts down! Loonnnggg story short … after working w QBs support they said we needed to update our old XP to Win 8 so we did, spent $$$ for two computers software etc. and lo & behold it happened again (1 day later) today! I’ve spent/wasted so much time have no idea what to do. Have been on HOLD w them as I type for about 45 minutes. I told them they are having ‘clients’ discover bugs when they should have tested & retested prior to any release not even addressing OLD issues. Thanks for allowing me to vent and any good suggestions would be greatly appreciated. Suzan

    • Sorry that you got bum information – upgrading to Windows 8 doesn’t have any bearing on this kind of issue.

      I don’t have much that I can give to you on this without hands on the file – particularly since you don’t mention the year/edition/revision/nationality of the QB program that you have. I would suggest trying this step in a new test file – if it doesn’t happen there, then most likely it is a problem with your database. But, impossible to fully diagnose without hands on the system.

  • We are having issues with Enterprise 12. We need to pay our state sales tax. I click on “Vendors”, Click on “Sales tax”, when I click on “pay sales tax”, QuickBooks shuts down. I have been on the phone with support for 2 hours and even they don’t know how to fix it. Any ideas?

  • We recently updated our QB here at work. Since then there’s a large gray search bar across the top of the screen and I can’t figure out how to remove it. Has anyone else experienced this? I tried changing it under the Search preferences – but all options under the Search Field Preferences are grayed out.

  • I work for a SaaS company and we bill our clients a monthly fixed rate based on the number of services – similar to the billing model that Intuit has for their cloud based solution. Due to the high volume of invoices (roughly 2,200) we send out each month, we have memorized these invoice transactions. Does QuickBooks Enterprise 14 have the ability to apply a price lift to multiple memorized invoice transactions?

    • No. A memorized transaction is just that, memorized. It is a snapshot of the transaction that won’t be modified.

      Memorized transactions are a poor way to deal with this issue. There may be some addons that will help, but I haven’t investigated that. You could take a look at the tools from Karl Irvin at http://q2q.us/ – he has a dues billing system and an invoice duplicator, that MIGHT help

  • Great info in here, glad I found this….
    We just updated to QB 2014 and in the WRITE CHECKS function, my co-workers screen does not display the CUSTOMER JOB or BILLABLE columns yet they display on my screen.
    I have tried/looked everywhere to try to figure this out but can’t find the fix any ideas?

    • Those kinds of things may be due to the resolution that your co-worker’s screen is set to. Either that person has the larger font selected in the Windows display, or the monitor is a smaller one. I can’t say that is the case for sure, but that is usually what causes that kind of problem. Hard to diagnose without having access to the computer.

  • We just updated to QB 2014. In previous versions, there was a REFERENCE field in the Receive Customer Payments screen (when the payment was a check.) In QB 2014, if I select CHECK as the payment method, the REFERENCE field is not available. I use both fields and this is quite inconvenient. Does anyone know if/how the REFERENCE field can be enabled in QB 2014?

    • Cole, when you say “previous versions”, what are you referring to? I’m looking at QB 2011, for example (which is before the user interface overhaul) and it works the same way. In the database there aren’t separate fields for check number or reference – it is the same field. Switching between check and cash, for instance, you have the one field but just the TITLE of the field changes from reference to check #.

      • Hi Charlie,

        Thank you for your reply. I was previously using QB 2012. On the Customer Payment screen of QB 2102 there was a field for MEMO and for REFERENCE NUMBER. A picture is available here. (Point #1)

        http://www.dummies.com/how-to/content/how-to-receive-customer-payments-in-quickbooks-201.html

        We assign a unique number to each transaction, and until upgrading to QB2014, we placed that unique number in the REFERENCE field in the Customer Payment Screen. The information placed in the REFERENCE field was available on the BANKING>MAKE DEPOSITS screen.

        I am hoping that there is a way to get the REFERENCE field back. Any help you can offer is much appreciated.

        Thank You!

        • Cole, you didn’t mention the “memo” field in your first comment, so it wasn’t clear what you were referring to.

          QuickBooks 2014 is working the same was as QuickBooks 2012. In the screen shot you reference you’ll notice that the payment method isn’t selected. If you select a payment method of “check” in the 2012 product, “reference #” changes to “check #” – just as it does in the 2014 product. The 2014 product has the same “memo” field as the 2012 product, it is just down in the lower left corner of the window instead near the top.

          That “check #” field for a received check works exactly the same as the “reference #” field for other types of payments – and it is working the same in 2014 as it did in 2012

  • Just upgraded to QB 2014 on a computer operating windows 8.1 Been using QB since QB 4 version.Have always loved the icon bar with text. The writing on this bar is so tiny that it is hard to read. Have tried changing text size, resolution etc. The menu bar is now readable but the icons are still so small. Any suggestions?

  • Upgraded to Enterprise 14 from 7.0 and haven’t been able to print statement since. Is there a reason? It keeps saying I am out of memory.

  • Hey Charlie,

    In several of your articles, you reference how the email attachment file size limit when using outlook is greater than 2MB. I have an outlook email account setup through QuickBooks but the file size for email attachments still seems to be 2MB. Any advice?

    Thanks!

  • Charlie, some more information that might help you is that when I go to Preferences – Send Forms, outlook does show up as an email provider. To get the outlook emails connected to QuickBooks, I have had to select “others” for the email provider. Could this be the reason that QuickBooks is not allowing me to send emails with larger attachments?

    I am using QuickBooks Premier 2014

    • Tim, yes, that means you aren’t using Outlook directly and so the limits are different. You need to get it to show up as an option. Try doing a “repair” of your Microsoft Office installation.

  • My Quickbooks just updated and now I have printing issues. When I print my A/P and A/R reports, the whole name doesn’t show. Only a letter or two. What is causing this? Everything was fine before today.

  • Ever since upgrading to QB pro 2013 we have had trouble with it shutting down while making invoices. We are running Windows 8 and did the up grade to Windows 8.1, have totally debugged out computer and reinstalled the QBooks program but no improvement at all. Shuts down every other invoice. Please help!
    Thank you!
    Carol

  • Hello Charlie, will there ever be a fix that you know of for the dreaded “another QuickBooks user (unknown user)” or is there a list of task that will cause this? we are running QB 2016 enterprise with about 30 users, and have try and find who that unknown user is. thank you for any thoughts on this.

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