QuickBooks

QuickBooks 2015 Has Arrived! Here is What To Expect

Written by Charlie Russell

QuickBooks 2015QuickBooks 2015 for the desktop is here! This release contains a number of new features as well as improvements to existing ones. I’ll list the major changes that I’m aware of in this article. 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 was updated on 9/19/2014

It is interesting to note that a number of the features added this year are things that users have been requesting for years – but many of these are only being added to QuickBooks Enterprise Solutions.

So, take a deep breath, let’s jump right in…

All Versions of QuickBooks 2015 for Windows

Some of the changes apply to QuickBooks Pro, Premier, Accountant and Enterprise Solutions. Note that I’m only talking about the Windows versions of QuickBooks for the desktop, QuickBooks for Mac will be mentioned separately, later on.

There is a possibility that some of the features I list here will only be found in Enterprise Solutions, my apologies. Intuit doesn’t always make it easy for me to know if any particular feature is found only a limited range of their products. I think I have things segregated properly.

General Changes

There are a number of changes here, small tweaks and larger improvements, mostly in the realm of fine-tuning the product. But some of them are pretty useful…

  • Income Tracker has been improved to add Time & Expenses transactions to the money bar. In addition, you have the option of excluding estimates, sales orders and time & expenses from the unbilled section of the money bar. This is a nice improvement on this feature.
  • Insights is a new dashboard that is added to the Home Page. This is a more up to date, cleaner and interactive feature than the older Company Snapshot, although it doesn’t include all of the charts that the older dashboard had. It isn’t as sophisticated as what you can get from a business analytics add-on such as BizTools Analytics or webKPI, but it does help and it is free! This is, again, a nice improvement.
  • Pinned Notes: Now you can “pin” a note for a customer or vendor so that it always shows in the Center for that list, as well as being the default note included in reports. I like this improvement.
  • Flags on Billable Time & Costs: This is a nice update. When you are adding billable time and costs to an invoice you can see how many records there are available in the various tabs, making it less likely that you’ll overlook something. This is a very helpful improvement.
  • Send Portable Company File: This is a feature that lets you send a portable company file to someone (supposedly, exchanging this between the accounting professional and the client) in a simpler fashion than the way we used to. It streamlines the process, but I’m not overly excited about this one.
  • Reminders Window revamp: The Reminders window has undergone a visual update to make it easier to understand and work with. Nice improvement.
  • Lots of Little Changes: I’ll just list these smaller changes now, with more details to come later. Many of these are based on user requests.
    • Multi User Admin: The Admin user now has the ability to end another user’s QuickBooks session even if they have unsaved data. Sounds terrible, but there are times when you need to do it.
    • Estimates are automatically closed when you fully invoice them (at last!).
    • Improved filters in the Inventory Center.
    • Customer PO # can be added to the Customer Center transaction tab.
    • Improved selection of items to move from a Sales Order to an Invoice.
    • Warning when inactivating items that have a quantity on hand.
    • Branding Changes: Last year I talked about the new QuickBooks Logo that was starting to show up in different places. This year we are finally seeing the new logo show up in the desktop product.
    • Registration Improvements: There are some minor improvements in the registration process, such as the ability to paste your license key into the window instead of laboriously typing it all in.

Reporting Changes

We spend a lot of time looking at QuickBooks reports on the screen as well is printed or exported, so this is a great area for Intuit to work on improving. There are a number of updates here, some based on user requests, some that I really, really like.

  • Report Appearance Revamp: Intuit wants to make reports easier to see while on the screen (this doesn’t affect printed reports). You’ll see background shading to highlight some lines, more vertical and horizontal lines, a bit more spacing between lines, and so forth. It is an OK update, but it isn’t a huge change, and some people will be annoyed that there is a little bit less information showing vertically…
  • Comments on Reports: I’m glad that this isn’t restricted to QuickBooks Accountant, as lots of people will find it useful. You can take a “snapshot” of any report, and then add annotations (comments) to any line. I like this feature very much, although I wish that they had gone a little bit further with it.
  • Send Multiple Reports: Now you can click an email button and send a group of reports all as attachments to one email message. You still have separate reports, you still don’t have control over the attachment names. I’m not thrilled by this because they didn’t do all that they could have done to make this better. Besides, I firmly believe that you should not use email to send these kinds of things. I really dislike email attachments for sending sensitive materials.
  • Report filter names are sorted alphabetically, and are searchable. That says it all, a small change but welcome.
  • Filter Inactive/Active Names on Name-Based Reports: Reports where a customer or vendor name is the primary key, like a Customer Balance Detail report, now have a filter where you can select all active or inactive names.
  • Adding Other 1 and Other 2 to Reports: These fields have often been neglected, and were less useful than custom fields. Now you can add them to transaction detail reports, as well as filter records by their value.
  • Preferred Delivery Method can be added to some reports.
  • Preferred Vendor can be added as a column in some reports.
  • Manufacturer’s Part Number on Sales Transactions: People have asked for this for years, Intuit has finally heard you! Now you can add the Manufacturer’s Part Number as a column in invoices, sales receipts and sales orders. But not credit memos.

What I Think About These General Changes…

For the general changes, we see a trend towards making incremental changes for the most part, and working to take care of things that people have been asking about for some time. This is good, but you don’t see as much of a compelling reason to move up to QuickBooks 2015 unless there is something here that fixes an issue that has bugged you. This is in line with what Intuit CEO Brad Smith said recently, that Intuit will focus on resolving problems and fine tuning the desktop product without adding major new features. I’m not saying that I’m disappointed in the list of changes here – there are a lot of good fixes. There just isn’t a big “wow” moment here.

The one big exception to this, from my point of view, is Comments on Reports. I think that this is a big improvement that many people, particularly accounting professionals, are going to like.

QuickBooks Accountant

There are several new features that accountants are going to love that aren’t restricted to the QuickBooks Accountant product. Oddly, there aren’t any changes specifically in the QuickBooks Accountant product that isn’t found in other versions, really. I think that Comments on Reports is going to be a popular feature for accounting professionals. Send Multiple Reports and Send Portable Company File are available to everyone but I think that accounting professionals are going to use those the most. Intuit also will be touting the new Insights dashboard as being a feature for accountants, but I think it has wider value (and it is available to everyone).

There is one other feature that you will find, that is very helpful, if you are a current member of the QuickBooks ProAdvisor Program, or subscribed to the QuickBooks Accountant Plus program: the Accountant Toolbox.

Why didn’t they do this before? Until now, if you use the accountant user feature when at a client’s office to log in to their QuickBooks file you get access to some but not all of the features of the Client Data Review. Well, that is changed, now you can get all of those features when you log in as the accountant user, but only if you are a member of either the ProAdvisor or QuickBooks Accountant Plus programs. I’ll go into a lot more detail on this one very soon.

QuickBooks Enterprise Solutions

Intuit continues to put the majority of the new features into QuickBooks Enterprise Solutions. Here’s a brief rundown on the new features, with a lot more detail coming in future articles.

Inventory

  • Disallow Negative Quantities: That’s a big one, and people will wonder why they didn’t do this sooner. A preference setting that will prevent you from using more inventory part or inventory assembly items than you have on hand. This will be both a blessing and a curse for QuickBooks users, but fortunately it is something you can turn on or off easily. It’s a simple change, with big implications (and, no, they didn’t implement some sort of holding account to deal with negative inventory balances).
  • Negative Item Listing is a new report that lists all items with a negative quantity on hand, which is useful.
  • Shortage Report for Manufacturing: If you want to build an assembly you must have the parts on hand. If you don’t, the new shortage report will show you exactly what you have on hand, how many the build needs, and give you a list of the shortages. You can also get this report to cover all “pending builds” that you have waiting for parts.
  • Inventory Stock Status report upgrades: A new “full assemblies” checkbox that will make the report look at all levels of a multiple-level assembly. Also a filter to hide lines that have a “zero reorder quantity”.
  • An improvement in Advanced Inventory if you are using both Multiple Locations and Lot Tracking that suppresses an annoying error message when you are doing an inventory transfer.
  • Restoring a backup will do a better job of restoring inventory images to the right place. Yay!

Transactions and Form Customization

  • Total Columns on Forms: Another feature that people have been requesting for years. You can set your subtotal item to show a subtotal of the quantity, price, cost or any custom field, rather than just the amount. A very good feature.
  • Sorting Columns on Forms: Yet again a feature that people have been requesting for years. In sales forms, purchase orders, weekly timesheets, build assemblies, checks, credit card charges, bills and item receipts, you can simply click on a column heading and the detail lines will sort by that column. Simply implemented, works well, very useful.
  • Footer on Last Page on Forms: Still another feature that people have been asking about for years. If you have a sales or purchasing form that flows over to more than one page, why should you have the “total” box show in the footer of every page? It doesn’t look professional. Now QuickBooks Enterprise has an option to Only show Total on the last page. Actually, more than just the “total”, pretty much all of the footer of the form. A useful option.
  • Search on Transactions: A new tab in transactions that lets you do a “search” within the transaction to find a specific value. I’m not too excited by this, but if you work with really long transactions and you need to edit them often, perhaps you’ll find this useful?
  • Showing Cost on Sales Transactions: Another often-requested feature that will make people happy – you can show “cost” on sales transactions.
  • Row Shading on forms: You can specify that forms should print with alternating rows of shading, which is a nice feature.

Miscellaneous

  • There is a preference setting to hide opening balances in the display for names and items.
  • There is a preference setting to not allow sales to overdue customers.

What I Think About Enterprise Changes…

While Intuit is holding back on the “wow factor” for QuickBooks Pro and Premier (and trying to get everyone to move to QuickBooks Online), they are clearly putting a lot of energy into developing QuickBooks Enterprise Solutions (look for my article on this after the QuickBooks 2015 dust settles). Many of the best new features are being released in QuickBooks Enterprise Solutions.

Many of the improvements are in response to customer requests, but that doesn’t mean that they are just small fixes with little impact. The cumulative impact of the forms changes is huge, addressing a number of things that people have wanted for years. It will be interesting, also, to see what people thing about the Disallow Negative Quantities feature – people have asked for this over an over, but I wonder how many people will turn that feature on and later decide that it causes more headaches than it solves? I just wish Intuit had come up with something that would actually resolve the problems that negative inventory causes (such as file corruption, errors in reports balancing) instead of just saying “OK, now you can turn that preference on and hide the problem”.

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.

139 Comments

        • What about emailed invoices? The printed invoices I was able to figure it out reading all the blogs. But emailed invoices have the shaded lines too!! Seriously?! Does anyone know how to fix this. Help please. Not to happy with the update when no one tested the update!

    • Found a solution: Print to file with 3d party pdf print driver. (Does anyone test drive these “new” albeit not necessarily better features from the “I do not want that” viewpoint before installing them in the next version? Please suggest a “devil’s advocate” next time you chat with our friends at Intuit.

    • The most recent update – that occurred automatically – has totally screwed-up the processing of invoices online. At the beginning of the month, we run about 160 credit card payments. Only 6 were correctly allocated to the specific client. The remaining 154 had to be manually applied. Once that ‘little’ effort was completed, QB STILL showed them as not being allocated to the specific open invoice. Then once I started re-allocating them, the indiv client accounts showed TWO payments as being made. I am dealing w/the highest level of QB customer service, and they are totally baffled by this major major bug in something that used to work pretty flawlessly.

  • Wouldn’t it be wonderful if one year instead of adding spurious features, Intuit just took the whole year to fix data corruption, system errors, and all the other oddball bugs that have persisted for more than a decade?

    As a free bonus – it would be the first version that didn’t introduce new bugs! (I would hope.)

    • Good point, Max.

      However, I do know that there are a lot of bug fixes in this release. The problem is, I can’t get them to tell me what they have fixed. The statement is that “the list is too long to properly organize for you”, essentially, which I find to be annoying. I really, really would like a list of bug fixes to go along with this list of features and improvements.

      • Hi Charlie,

        Next time you get that “too long” response, tell them “Don’t bother organizing it, I will take the list as is. If I get baffled, I will not bother you again.” 😉

        • I doubt that this will change, Von. Their internal notes are really cryptic sometimes, and they would not only have to have someone explain the details they would also have to filter out the things that they don’t want publicized.

  • Thanks Charlie, great article summarizing the new feature set and your insights therein. I’m also hoping that since no major features were included, that more time and effort has been put forth into refining the product, so we don’t have to go through so many releases to get a somewhat stable product. Their QC the last few years has really been awful and has caused a lot of embarrasomething and friction with myou clients. Hoping for a better version this time around.

    • You are welcome, Jeff – I’m hoping for a cleaner release this year as well, but I’m still going to wait a few revisions before I even consider recommending that people use the product. You have to be sure…

  • Thanks for the summary of new features. We’ll watch how some of this unfolds. I suppose they can’t list the bug fixes lest we then raise the issue of why aren’t they also part of the update releases for the older versions they still support?

    • Ian, I’ve been told that there should be an updated SDK, but there is no public information about that at this time. I doubt that there will be significant improvements there, but that is just a guess.

  • Hi Charlie,

    Great news on QBks 2015! Makes me feel really old knowing that I started using their software back when they first started out about 30 years or so. The bugs never die, they just keep getting more frustrating!

  • I can’t believe that “Sorting Columns on Forms” is only an Enterprise feature. Intuit broke the way time sheets have worked by not allowing them to sort alphabetically. A simple fix would have been what they have done here – but ONLY FOR ENTERPRISE! I’m stuck with my install of 2014 R2 because the lack of a sort order other than the “order they were entered” is a deal breaker for me. Any chance there was an error in their release notes and this is available in QB Premier? Otherwise QB 2014 R2 will be the last version of QB I ever buy…

    • Okay, at least for version 2014 (which is what I still have), I accidentally found a potential work-around.

      One day, I had accidentally changed my Windows 7 System Time/Date/Calendar at the bottom right of the task bar to the day before.

      Lo and behold, the timesheet entries were in alphabetical order by Customer/Job. When I corrected the system date, the timesheet entries reverted back to order by which they were entered. You may have to exit and re-enter Quickbooks after the system date/calendar change in either direction.

      Actually for my purposes, sometimes I need the entries one way and sometimes I need them the other way, so I wish Intuit would just make it a checkable box on the company preferences, like for other features. Sigh!

      I only know that this work-around worked on my Windows 7 system, so can’t promise that it will work on any other systems. (Would be interested to found out if it does!)

      Now if there is a smart cookie out there that can create some kind of patch/utility that can take advantage of this tweak, that would be great!

      Good Luck!

  • I am not surprised that the “sorting Columns on forms” feature is only on Enterprise. The push is for QuickBooks Online. You have the retail price going up for Pro and Premier while aggressive reduced prices for QBO. That takes away much of the price differential between Desktop and Online which then eliminates much of the price issue for not switching. The look of Desktop and Online is virtually the same so that argument of not switching is diminished too. It seems to me that Intuit wants users to be in Enterprise or QBO.

    • Premier and QBO do not have feature parity. I use plenty of online software as a service, but this is one area where I will not venture. I looked at QBO last night and they want $40/mo for a version with time sheets. Plus I do not want to rely on their servers being up in order for me to get work done. I’ve read countless problems with QBO system being down or unannounced updates or upgrades. That’s the “price” you pay when you are beholden to a service provider. At least with Desktop, you have control. Like the fact that I have NOT updated to QB 2014 R3 or newer because the timesheet sorting broke.

      • I had to chuckle when I read your comment, Rene – I’ve actually had more down time (this week) with my desktop version of QB, because of hardware issues, than I have had with QBO! But that is an unusual situation.

        Yes, Premier and QBO don’t have feature parity. Not yet – although QBO is accelerating faster than QB Desktop. Intuit has said that they don’t plan on having feature parity necessarily, but they are going to rely on add-on developers to fill in many gaps. We’ll see how that works, and how that prices out, as we move forward.

        More coming on this in a future article…

        • Hi Charlie, so I gave QBO a try to see how it works and if it’s a possible replacement. While I really liked accessing QBO from multiple devices- Mac, iPad – and allowing multiuser access – two things kinda killed it for me. The major one is lack of Groups in Items. I use this to combine multiple items to show as a single item on the invoice – multiple parts, cost and markup. The other, while I know there are “third part providers”, is a timer for time sheets. We use Harvest right now because of its multi-device/multi-user access. And while it is pretty good, if I were to go to QBO, I would want QBO to replace the estimates and timer functions of Harvest. After all, I am always trying to streamline my work processes, not complicate them. Ultimately, it’s the Groups issue that will hold me back at this time.

          Still really upset about the time sheet Customer/Job ordering change they did with 2014 R3 and disappointed sort columns is not coming to 2015 Premier.

  • Renee,Let me add that if you find a ProAdvisor to set you up that monthly price would be 50% of the $40 a month for the first year. Then the price is 65% of the $40 price there after. So you see QBO pricing decreasing while Desktop price increased this year. I am on the west coast where there is a much higher use of Macs. Macs share of market out west is increasing rapidly. Having the ability of seamlessly using Macs and PCs on the same software is huge and why so many new/newer companies are interested in QBO. Many of those companies gladly give up a feature or two to have the ability to use both operating systems. The increased use of Macs is another reason, I believe, that Intuit is giving additional emphasis on QBO.

  • The Quickbooks Mobile plugin (or whatever it was called) seems to have disappeared from the Intuit App Center. Do you know if Intuit is planning to revamp it or create a unified website/mobile app that can be synced with Quickbooks for Windows?

    • Intuit announced some months ago that they were discontinuing this product. To be honest, I seriously doubt that Intuit will create something like this for the desktop products, although I can’t say for sure.

  • Thanks Charlie! All of these are quite appealing changes Intuit has done, seems more emphasis on user experience. I like multi-user admin, insight, improved look and feel of reporting and send muliple report feature.
    Is there any change or update in QuickBooks statement writer for QuickBooks?

  • I really wish they would add the ability to send HTML invoice emails through Outlook instead of just plain text. Yes, there is a workaround, but I can’t batch send invoices because I have to manually change the message format then add my HTML signature to each one.

      • And they seem to listen. Or else they think along the same lines as me. 2012 or 2013 I suggested a way to see what invoices were emailed and now they have the email log tab.

        Although some of my other suggestions like a way to count or search the memorized transactions hasn’t been implemented. So who knows.

        • They do listen – a LOT of the new features (particularly in Enterprise) this year are based on customer requests. But, of course, just because they listen doesn’t guarantee that they will do your particular request…

    • I agree Meghan. I have gone to Intuit regarding this feature because the company I work for uses Outlook. I am hoping that in the near future (yesterday…lol) that they will make available a feature that will allow invoices to be sent out in batches.

  • Just received my downloadable copy of Quickbooks Enterprise Solutions 15.0. I do not see the option for row shading on forms. Has anybody figured out how to activate this feature yet?

  • I’ve been frustrated with an Enterprise bug, but have never heard other complaints about this problem. When they came out with the ability to “Print Bills” (in 2013 version I think) – they never modified the permissions to allow printing bills for other users. For the last couple years now, as Admin I am the only user who can print bills – plus there is no way to modify the template of a printed bill.

    Does no one else find printing bills useful? I have sent in many bug reports, but so far no fix. Do you know if this bug has been reported before…and if they plan to fix it?

    • That’s an interesting one, Jody. If you have reported it, they would know about it. However, “plan to fix it” – they never tell us what they are going to do in advance, and they often don’t even tell us about bugs they fix anyways.

  • Hi Charlie;
    Thank you for your article. I was wondering if QB will have an Invoice/Statement that carry on past due invoices such 30, 60, 90 days?

  • Liked your article, Charlie. For years and years, I have requested a fix for sales tax and I’m still waiting. Sales tax rates/jurisdictions are determined by where products change hands, in Louisiana anyway. They allow different ship-to addresses but refuse to allow a the sales tax rate to be associated with the ship-to address. They only allow one sales tax rate per customer no matter how many ship-to address they have. There is no convenient place to keep this information in the customer record, either to make it easy to complete an invoice. Have you heard about any development on that?

  • Hi – Thanks so much for the information!

    I wish they would update some payroll data – Vendor hasn’t been payable to “Your Bank” in a long time. Wish they would correct it to say “US Department of Treasury” AND separate the Vendors for the 941 and 940. Idaho has a problem because there are three taxes for Unemployment and yet only two entries are available – SUI and Workforce Development. Idaho also has an “Administrative Fund” tax but there is no where to put it. Again – thanks for the update!

    • Payroll updates tend to not correspond with the release of the new QuickBooks product each year. I can’t really comment on the likelihood that these features will be updated in the desktop product, as I don’t work with their payroll systems. I kind of doubt that this change would be made for the desktop product, but that is just speculation on my part.

  • I am frustrated with PC software companies moving to a monthly subscription model. It is pushing up the costs of software. Often when teams of programmers split between a desktop edition and an on-line edition. The product suffers, as the talent has been split into two.

    Intuit in the UK, does not even show the desktop edition on their product. It was by chance, when I went to Amazon, that it was still for sale.

    Renting your software is far more expensive then if you buy and upgrade every few years.

  • The most disappointing factor about Quickbooks 2015 is the disintegration of the Intuit PaymentNetwork. It was really smooth and easy in 2014 and now it’s completely disassociated with 2015? That’s just not right!

    • It may only be a temporary glitch. I called Quickbooks Payments yesterday to ask about the $0 monthly fee when subscribed to a full service plan.

      The lady there said that they expect to have Quickbooks 2015 working with Intuit Payment Links within a couple months.

      If she is right, then they are either revamping how it works slightly or they had a glitch that would have held up the Quickbooks 2015 release had they waited.

      • There will be some official announcements in this area, I’m sure, but until we get an official statement from Intuit, along with specifics, all we can do is guess.

        And I can’t talk about what they might or might not be doing in the future until that time, due to NDA’s.

  • I have a wholly owned US subsidiary (using QuickBooks Accountant 2015 US version) of a UK firm (using QuickBooks 2012 UK version). The differences include but are not limited to pounds vs dollars, VAT tax handling vs QB flowthrough assignments direct to turbotax. Any ideas on how I can coordinate to the parent company?

    • You won’t get the US and UK versions of QuickBooks to talk to each other directly, as the databases aren’t compatible on that level.

      You could talk to Karl Irvin at http://www.q2q.us, he has tools for moving data from one QB company file to another, although I’m not sure if he can deal with what you are looking for.

      I would have to know a lot more about what kind of data you want to move around before I can say what is feasible and what isn’t. You have a tough situation to resolve.

  • Charlie thanks for this review.

    We are in the UK where QuickBooks Enterprise was discontinued with little notice or reason so I am interested to see what is happening in the US. Your comment on the lack of new features and the attention to some old bugs makes me wonder whether Intuit are free wheeling QBES until they have a cloud equivalent. Hopefully it will be handled better than in the UK. What I did not see in your article is anything about Advanced Reporting (Qlikview). Was that a surprise announcement ?

    Thanks again

    • James, take a look at my article on Enterprise that followed this one: https://www.sleeter.com/blog/2014/10/future-for-quickbooks-enterprise-solutions/. I’m saying, in THIS article, that Pro/Premier aren’t getting the advances. Enterprise is getting the goodies (the next article).

      The new features are being added in Enterprise, which is getting the most desktop attention. Advanced Reporting is the example of the “new feature” for the year – Enterprise only. And I did talk about that when it was first released, at https://www.sleeter.com/blog/2014/09/quickbooks-2015-advanced-reporting/

      I don’t know why they stopped Enterprise in the UK, but I do know that they are concentrating their research, marketing and support teams for the product in the US. I think that they are tired of trying to work with international versions in a database that just isn’t set up well for that. QuickBooks Online is a better option (in their eyes, for them) for global markets.

  • In qb accountant 2015,
    (1) can i use multi-currency somehow so that my US $s from US subsidiary can be rolled up into parent company’s qb2012 UK records?
    (2) am setting up a new qb2015 accountant in US. Is there a way i can take UK’s chart of accounts and budget items and use as my base US act titles less the vat and UK specific pound ones?

    • June, I’m not sure I understand exactly what you are trying to accomplish. If your US subsidiary and UK parent company are separate QuickBooks files, you can’t easily move information from one to the other. As far as the chart of accounts, you can export it to IIF from the UK version (file/utilities/export) and clean it up (be VERY careful, just delete the lines for the accounts you don’t want) and then import it via IIF into a US version.

  • There’s still no ability to email remittance advices to suppliers – this has been asked for by many people for many years, so I’m not sure that they can regard themselves as that responsive.

  • The minor “updates” seem to have given way to reduced productivity in this version. It seems the ability to switch a company to “multi-user” mode has been removed from the workstation computers. If my employees log in to a company file, it’s automatically designated as “single-user” mode. They have to log out, I have to log in to that company from the server, switch to “multi-user” mode, then have the other employee(s) log back in. This doesn’t seem to be an “upgrade” at all. I hope they come out with a fix for this soon!

  • We installed Enterprise 2015 and it looks like they took away Employee Organizer. We have been using this for several years and loved the ability to track raises and promotions. Now all we can do is enter a new salary rate and date….what a shame that Intuit has removed such a key factor in monitoring employee pay/promotion history. It’s as if they are going backwards in time and their software is declining.

    • Yes, Susan, I mentioned that the Employee Organizer was removed in this version. I’m guessing that they are going to create something similar to that in an online product that may tie in to the desktop at some point, but that is just speculation on my part.

  • Charlie,

    Maybe you could do an article on the “Things removed from Quickbook”. At least for 2015, but possibly include older versions. That could make for an interesting read.

    • Hah! That would be a lot of work, since Intuit doesn’t usually provide a list of things they removed. We would have to go back and do a lot of digging.

      And then, “removed”, how do you define that? Include things replaced by something else? Include things moved out to another product? And do we cover just the desktop or also the online product?

      Sorry, I’ll just mention these things in the release notes as I come across them. Too hard to keep a list like that…

  • Hi

    Thanks for all the comments which I found very helpful. I run a small service company with QB 2008 and it’s quite adequate for my needs but I have had trouble recently with the software emailing invoices. I now understand that this functionality has been removed in unsupported versions.
    If this is true I think it’s a very unethical way of forcing an upgrade purchase. I resolve the problem by uninstalling and re-installing the software each month but you can imagine that is a real pain.
    So I have been looking to reluctantly upgrade my software and I’m a bit concerned to find so many negative feelings expressed about 2015 version. If anyone would care to share with me a fix for my problem I would be grateful otherwise it looks like I’ll have to upgrade or change software. Maybe I can buy a 2014 version on ebay or something from an upgrader.

    • The only email option that “retires” is the ability to use the QuickBooks email service – a service that is provided by Intuit servers. Any “service” requiring Intuit servers will stop working when the product is retired, as you aren’t continuing to pay for the service. In the more recent versions of QuickBooks you have options to use Outlook or Web Mail, and those don’t retire as they don’t require Intuit servers, they just use what you have on your computer.

      If I were upgrading at this time I would definitely choose the 2015 product over the 2014 product. There are still some funny issues in the 2014 product that I think are causing problems. The 2015 product has some issues, but I actually think it is better.

      • Thanks for the feedback Charles – I’ll have to look to see if 2008 gives me an option to use outlook. I don’t think so though. Looks like I’ll have to upgrade and thanks for the advice to go to 2015.

  • After posting the comment above I took a look at the article Charlie wrote on ver 2014 and some of the comments and it seems that it is was full of bugs – especially crashing emailing invoices so I won’t be going there soon. What I thought was going to be an easy decision is turning into something more complex.

  • Hi Charlie

    I read your article, thank you for posting. As you are an expert with this and
    various software programs, perhaps you can help me with these questions:

    As I have been researching to purchase QB’s for my MAC, I notice there
    is only one version.

    Is this version of QB 2015 for MAC equivalent to QB Premier for PC?
    (exactly the same features)?

    and is this MAC 2015 version able to link with AIMS360 (apparel
    software database)?

    Please advise as I am on the fence about purchasing this program and
    do not want to make the wrong choice and put in hours of work to find
    that I hit a dead end

    Thank you so much, as I appreciate your feedback
    Parvinder

    • QuickBooks for Mac is not the equivalent of QuickBooks Premier. There are a lot of things missing. Also, you won’t find programs that integrate with QuickBooks for Mac because Intuit doesn’t support a programming interface for it, so developers cannot hook into it.

      You have another option, with the QuickBooks App for Mac, which lets you run on the Mac but uses the QuickBooks Online back end. That again is not the same as QB Premier. See info at https://www.sleeter.com/blog/2014/06/quickbooks-app-for-mac/

      Yet another option is to use the Windows version on a emulation program that runs on your Mac. See info on that at https://www.sleeter.com/blog/2014/03/four-hacks-run-quickbooks-windows-mac/

      • Thank you so much for this feedback, very grateful of this! It was all very clear and precise.

        I did the research on the windows version, which is the direction I will go and will
        set it up as a virtual Machine. My concern is:

        the CONs to running a Virtual Machine is that it states: “Virtual machines use a significant amount of memory, hard drive space, and CPU.”

        1. how would you define “significant”?
        2. can you turn a virtual machine on and off?
        3. if I am not running Quickbooks and have closed out of the program, am I still in Virtual Machine mode? If no, will my compute be running in a normal state, Pre-Virtual Machine download mode?

        • “Significant” really depends on how you use the virtual machines, and which one you choose. I can’t comment about the requirements on a Mac computer, as I don’t work with one. And, when running virtual machines in a Windows computer I use it in a different way than you would on the Mac (see https://www.sleeter.com/blog/2014/01/vmware-workstation-to-manage-quickbooks/ ). Best I can say is that the more RAM you have the better, and you want a large hard drive.

          The “virtual machine” is, essentially, a program you are running on your computer. You don’t have to run it when you don’t need the features you are looking for.

  • We just switched from QB online to 2015 QB desktop pro. I am glad to be back to desktop for this employer. BUT – what happened to scroll bars? I reconcile with the bank site sized to fit one half of my screen, and QB sized to fit the other half of my screen. Rather than resizing the QB screen, this 2015 version cuts off the right side of the screen, so I can’t see the deposits, the cleared balance amount or the “Leave” button. To make matters worse, there is no scroll bar, so I can’t scroll to the right side of the screen. The older versions of QB narrow the reconcile columns so that I can see everything I need to see in one screen that is half the width of my normal screen…

  • I have been reading reviews about QB Enterprise 2015, and am sitting on the fence, not decided to jump yet. I use QB Pro 2014. If I switch to Enterprise 2015 (Silver) will I be able to convert all my QB Pro files. I have read in other review that Enterprise will NOT convert your QB Pro files to Enterprise. Is that true? Thank you in advance.

    • Haren, converting from Pro to Enterprise is very easy to do. All you have to do in most cases is open the QuickBooks Pro database with QuickBooks Enterprise, and the conversion occurs automatically.

      The restrictions are: You cannot convert (easily) FROM Enterprise TO Pro, you cannot convert (easily) a Pro file that is created with one national version to a different national version (such as, convert from Canadian to US versions), you cannot (easily) convert from one year of file to an older year (as in converting a 2015 file to 2014). But what you are talking about doing, as long as the file is in good shape (no corruption), the conversion is easy.

      • You mentioned not being able to convert (easily) several times. Are there any decent ways of converting backwards that work short of paying someone a big sum to do so? I have gotten the sense that it might be possible to sign up for QB online, convert to that, and then convert back to a version of desktop. I am considering dividing my business, so QBE15 would go with the other half. I would still like to be able to access the old documents but would like to use my old reliable QBE7 for the half I keep and to access the old file. It runs faster than 15 and it does what I want to do.

        • It isn’t easy to go back, Jonathan. You either have to buy some software to do it, or pay someone to do it for you (which may be cheaper in the long run). Use QuickBooks Online to filter things like that will not be a good option, as you will lose data – the desktop and online databases just aren’t the same, so depending on what features you used you may end up with garbage. And I’m not sure that you can push a QBO file back to a 2007 version of QuickBooks or not (I haven’t tried that).

          • Thanks Charlie,
            Any recommendations on who does a good job or the software available that works?

          • It isn’t a simple thing, and you might run into problems with going back to the 2007 version because the add-on products that work with that version will be more limited, as the programming interface back then was more limited.

            Check out the products at http://www.q2q.us and http://www.baystateconsulting.com. Keep in mind that both are a LOT of work to use to do this transition. Look at http://www.bigredconsulting.com, they have some products (but not my first choice for THIS task) and may do it as a service. Talk to Nancy Gomez at http://bottomline-sb.com/, they use the tools that I list, and could take the task on.

            You may find that it is better to buy a copy of the 2015 Pro or Premier product and use one of these software products or services to convert from Enterprise to that, if Pro or Premier can handle all that you need.

  • So far QB2015 has caused me serious drama first losing all my SIN numbers which then would not allow me to send pay stubs until I re-entered them all. Heads up on changing your admin password because that was the result. Intuit told me they were aware and working on it. I hope they have it fixed before my next 90 day password change!

    Now I have realized that the PDF statements that have been going out are not accurate. A different template and entire sections of invoices are missing. So the total due on statement is substantially lower than actual amount due. Kicker is that when you preview it it looks fine. Its only if you view the PDF that attches to the email that you see the difference! Anyone have a fix or a link to fix for this issue?

  • Do you know anything about changes to how the bank rec works in Pro edition 2105. I am only get an amount field – not date or check # field.

        • John, I don’t know specifically, but I would guess that your only option would be to first upgrade to a newer version of QuickBooks desktop. You may be able to find a ProAdvisor who could help you with that.

        • If you want an educated guess (that could still be wrong) I would say the only things that are likely to stop working are Intuit provided services. So no more bug fixes or access to any of Intuit’s internet servers. Merchant Services, payroll, etc, might be a gray area depending on how Intuit has them setup. They would probably continue support if nothing prevents them.

          Importing and exporting is basically a local thing so it should still work and is unlikely to be “locked down” just to get you to upgrade. I would think it might even be illegal to cripple locally installed software unless the EULA said up front that you were only buying a 3 year license (or whatever).

  • Thank you so much all!
    When my 2009 expired, I could not download webconnect (QBO) file to QB because “Online banking” function was gray out. Also, I don’t like the new interface of 2012 at all. I just hope I don’t need to buy 2015 version just to download QBO file from chase myself and import to QB. I never need their support for the last 12 years anyway because of my simple small business. So, my question probably should be: “If they gray out online banking again, is there anyway to import the QBO files I download from chase to 2012 version of QB without the online banking function?”

    • Most banks will let you export a QBO file separately. Then Quickbooks should let you import it separately usually just by double clicking on the file. You may have to teach Quickbooks on which file goes to which account once online backing is expired. We’ve never let ours expire so I’m guessing the direct import should still work. If they gray out online banking as a whole then they might keep you from using the import matching feature. That would definitely be a pain.

      Just so you know, the 2014 & 2015 versions are much improved in the bank transaction matching window.

  • Hi Charlie

    I upgraded from QB Pro 2006 to QB Premier 2015. I am currently trying to reconcile my Feb 2015 bank account but have encountered the following problem:

    In QB 2006 I could enter the bank charges as they appeared on the bank statement (i.e. inclusive of V.A.T.) On doing the same with QB 2015 the V.A.T. amount is being added again and is thus throwing my balance out by that V.A.T. amount. Is this normal? Is there any way I can set a preference so that the charges include V.A.T. (I’m an old dog and teaching me new tricks doesn’t come easy 😉 )

    Also, is the online banking feature available world wide or only in Europe / USA?

    • Dani, I’m afraid that I’m not going to be able to help you. I don’t have the ability to work with VAT as I only have access to the US version. And very definitely I don’t have a way to test online banking for any non-US version. Sorry!

  • Hi, Charlie!

    I’ve been working with Quickbooks for many years. I was using QB Simple Start 2009 to end of 2013. I was unable to enter my postings for the year of 2014 on time due to an illness. I am now ready to start posting for 2014 but cannot use my QB Simple Start 2009. I was looking at QB Pro Desktop 2015 and was wondering if I can start posting my Bookkeeping entries for the year of 2014 using this upgraded version or will I have compatibility issues/problems?

    Thank you in advance for taking the time to assist me regarding this matter.

      • Charlie,

        Thank you for responding to my comment. I however, neglected to tell you that I ended my QB Simple Start 2009 on 12/31/13, but was not able to resume again in 2014 due to my illness. My computer crashed when I was ready to post my 2014 entries. Since my computer crashed my QB Simple Start was only registered to that computer and is now not recognized by the new Windows 8.1 computer. Is there a way to reinstall it on my new computer in which I am not aware of? If so, please let me know since I’m eager to get my work started. If there is no way to do that, would I have to use QB Pro Desktop 2015 version or another version of QB since I only use it to record accounts payable/receivables for my Accountant. Is there one that I can start entering January 2014 and continue through 2015?

        Thank you again for your time and guidance regarding this matter.

        • If you have the original CD as well as your key codes, you might be able to install Simple Start on the new computer, although that isn’t certain. Odds are high that you would run into one of several problems though. I recommend that you consider purchasing Pro 2015 and using that going forward. It should open your Simple Start file and convert it for you automatically.

  • I noticed one of my customers didn’t have the option checked to pay online so I tried to check it and QB 2015 gave me a message that I had to re-activate the yearly service plan.

    Is it true that “online payments” is now only available with the yearly service plan? Was that the case in 2014? Aren’t we essentially talking about the same payment service that used to only be $20/mo plus transaction fees, now being more like $2,000 per year plus transaction fees?

  • Could this be some sort of bug in the R6 update then? We were using IPN in the Enterprise 14 version (with service plan) and we waited to upgrade to the Enterprise 15 version until Intuit sent out the notice that Quickbooks Payments was working in R5. I didn’t notice any customers having the payment options turned off until this week. (although I could have just been oblivious).

    • I haven’t seen what you are talking about, so I can’t comment. You should be able to call the Intuit payments folks (there is a number on that web page I listed) to discuss it with them.

      There are a number of odd glitches in the conversion, depending on how the prior account was set up.

  • Unfortunately it seems you’re in error about estimates closing automatically.
    A video tutorial shoed the estimate being flagged as inactive when an invoice is created.
    That does not seem to be the case.
    I’ve been reporting this as a bug in my QB 2015 Pro Plus but no one at QB seems to care.
    I called into support, gave them the website that showed it functioning properly, and they also said they’d report it as a bug.

    It’s a real hassle because unless we manually make the estimates inactive, we don’t know which we billed and which we did not.

    • Well, I was just reporting what Intuit claimed in their release. According to my notes, this did work in the beta test release of Enterprise, so perhaps something has broken this in a subsequent release. Unfortunately, I can’t go back to look at those pre-release versions of the product. Too bad it doesn’t work!

  • Why did they remove the pay link from the monthly statement? We are now going to ask our customers to open 4 e-invoices at the end of the month instead of 1 statement with a total. Open the link Input there credit card number close the tab, Open the link Input there credit card number close the tab , Open the link Input there credit card number close the tab, and Open the link Input there credit card number close the tab. What am I missing.

    • Lol. Intuit never ceases to amaze me with their downgrades. Kind of reminds me of the stupidity a couple years ago when they downgraded the automatic payment system so you couldn’t set it up for a job; only for the parent account.

    • Max, as Jeff points out, there is a feedback option. Intuit does pay attention to that, but it takes comments from a lot of people to have some influence on things. Intuit also does pay attention to articles like this one, and the comments left here.

  • You could create a better alternative that draws away customers (competition). Or you could send Feedback Online from the Quickbooks Help Menu.

  • I am new with QB , I got premier desktop 2015, my question is :
    How to e mail from QB some invoices to one customer???
    I need help with it, I heard to save them as a Pdf, but i seems like old fashion style

    • Lilia, there is an “Email” button at the top of the Invoice screen, you can choose to send the invoice via Microsoft Outlook or “web mail” (such as gmail, etc). That sends the invoice as a PDF attachment to the message. You could save it as a PDF yourself and attach to an email message manually, or save it to a “customer portal” of your own creation if you wish.

      Alternately, you can use QuickBooks Payments, which I discuss in this article: https://www.sleeter.com/blog/2014/12/quickbooks-2015-r5-quickbooks-payments/ – that sends as a PDF but also provides a link to a payment portal.

      There are add-on products that can work well also. Later this week I’ll have an article about one of them, Bill & Pay, that is very useful.

  • I just got around to installing Prem Acct 2015 and when sending an invoice to a client via Outlook, the body of the email is now an “image” instead of text….is this new?

  • OK, here I go. I downloaded Windows 10. Now may QuickBooks pro 2011 is not compatible and I can’t send reports or invoices out. Is there something out there that is not so expensive that will take my QuickBooks files and will be compatible to Windows 10. Looking for answers.

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