Intuit has released the QuickBooks 2016 R7 update for the U.S. version of QuickBooks. This is available as a manual update from the Intuit support website. I’m not sure when it will go out as an automatic update, but it should be soon if it isn’t out already.
I haven’t had a chance to test this yet. You may want to wait a week to see if there is any great outpouring of grief from early adopters (which I don’t expect, but I’m cautious). However, looking at the list, assuming everything works fine, if you are using QuickBooks 2016 then you want to install this update. There are a lot of important bug fixes and changes here!
If you are an add-on software developer, or you use an add-on program, you will have to update some information before the add-on can access QuickBooks data.
Charlie Russell will be presenting the session, Recent Developments in QuickBooks and Looking Ahead, at Accountex 2016.
There are some big changes here. Some people are going to be annoyed by these changes, but if it makes things more secure for you, all the better. Note that these updates only affect the Windows versions of QuickBooks desktop. This doesn’t apply to QuickBooks for Mac.
Credit Card Protection
If you have enabled the “Credit Card Protection” feature, or if your file contains sensitive data (credit card data, “personally identifiable information”), then every user must have a password. Up until now some of your users may not have had a password, now they will be required to.
All users who can view full credit card data, when “Credit Card Protection” is enabled, will have to change their password every 90 days. No exceptions. And this has to be a “strong” password.
QuickBooks SDK Add-On Programs
If you are using an add-on program that has “background access” (that is, you have given it permission to log in to your QuickBooks data even if the QB file isn’t currently open) then users will have to re-enter their login credentials. Here’s how I understand it will work (I’m still testing this).
- The Admin user will need to log in to each QuickBooks file and then run the add-on program, to re-establish access permissions.
- In addition, every user will have to log in to enable the add-on program.
- If there is “personally identifiable information” in the QuickBooks file then keep in mind that every user will have to log in with a password. If there is no password for that user then the add-on won’t be able to connect for that user.
Windows 10 and Microsoft Office 2016
Windows 10 and Microsoft Office 2016 are now officially supported by QuickBooks 2016. I’ve been running QuickBooks 2016 on Windows 10 and Microsoft Office 2016 for some time now, without problems, but it is nice to see Intuit officially support them.
QuickBooks 2016 R7 Bug Fixes
- Permissions: Always hate to see problems with permissions!
- Corrects an issue that allowed users with no access or limited access to be able to change Company General Preferences.
- Corrects problems with the Batch Enter Transactions feature that let you enter transactions into a closed period, as well as getting around user permission restrictions.
- QuickBooks Crashes: Always love to see these fixed!
- Fixes an issue that caused QuickBooks to crash when printing a transaction after that transaction had been edited.
- Fixes a problem that caused QuickBooks to crash when exporting a large report to Excel.
- Fixes an issue that prevented accountants from unlocking the Accountant Toolbox.
- Fixes an issue in advanced Excel import that allowed changing the type of an existing item from inventory part to non-inventory part, which would cause the balance sheet to go out of balance.
- Fixes the scheduled backup feature that prevented the backup file from being created.
- Fixes an issue that caused a warning message to display incorrectly after changing the “quantity to build” for an assembly item.
- You can now save transactions that contain items that had previously been converted from an inventory item, non-inventory item, or purchased assembly item to any other item type.
- Corrects a problem that caused a warning message to display incorrectly after you added a memo to an existing assembly item.
- The Inventory Valuation Summary and Inventory Stock Status by Item reports will now accommodate long item descriptions by showing them partially.
- The memorized transaction list will no longer show as blank when you filter for frequency.
- The Auto Data Recovery (ADR) and Desktop Search features have been restored to full functionality. These had been disabled for maintenance on May 23, 2016.
- This release fixes an issue where odd dates would be shown in the Make Deposits window after adding a payment in the merchant services deposit.
- Fixes an issue that caused sales tax amounts from showing as “unclassified” on reports based on Class.
- Shipping Manager: An issue is fixed that caused small, medium, and large flat rate options to not show up in the dropdown packaging options.