QuickBooks

QuickBooks 2017 Has Arrived! Here Is What to Expect

Written by Charlie Russell

QuickBooks 2017 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. This is the 25th version of QuickBooks, I believe, if you go all the way back to the DOS version.

Note that QuickBooks Accountant should be available now (or very soon) to members of the ProAdvisor program. The general release for everyone else will roughly around September 22.

Charlie Russell will be presenting the session, Recent Developments in QuickBooks and Looking Ahead, at Accountex 2016.

Here’s a quick summary of what you will see. Note that I’m working with the US versions in this article. It is not clear to me when (or if) any of these features will be available in the Canadian or UK versions of QuickBooks.

Please note that these screen shots were taken from a pre-release version, so there may be some minor differences from what you see in your copy.

The following new/updated features are available in all Windows versions of QuickBooks 2017 (Pro, Premier, Accountant, and Enterprise), except as noted:

  • Scheduled Reports: The ability to automate sending reports via email at scheduled times.
  • Search Improvements: Locating the information that you need, quickly and efficiently, can be important if you have a large amount of information to work with in your QuickBooks file. A number of search and filter improvements have been implemented that may help you with this task.
  • Report Customization Improvements: You can now view and print information about what filters have been included in the report, as well as make multiple-record filter selections more easily.
  • Security Improvements: Intuit has changed what components are used by the program to improve security, as well as some other security-related issues.
  • Miscellaneous Improvements: There are a number of smaller improvements, some of which can be significant depending on your situation.
    • The Record Deposits icon shows the number of deposits that are available.
    • A Cleared flag shows on cleared credit card charges.
    • If a User is deleted, the deleted user’s name will still show on the audit trail.
    • Your Company name will print on the deposit summary.
    • You can copy/paste detail lines on weekly timesheets.
    • There are improved notifications when you switch from multi-user mode to single user mode.
    • More features can be used in multi-user mode.
    • Support for high resolution monitors.
  • QuickBooks Enterprise Quality Improvements. There are a number of miscellaneous improvements limited to QuickBooks Enterprise.

In addition to these changes, Intuit tells me that there will be no change in QuickBooks desktop pricing, as far as the MSRP.

Scheduled Reports

To read my “deep dive” article on this feature, see QuickBooks 2017 Scheduled Reports. For now, a quick overview.

The Scheduled Reports feature lets you set up a schedule for reports and have them automatically be sent as password-protected PDF attachments to an email message at the scheduled time. Perhaps you have a sales report that you want to be sent daily to your sales staff. Maybe a weekly financial report to send to your boss. Or, if you are an accountant, monthly financial statements sent to your clients.

You’ll find Scheduled Reports in the Reports menu.

QuickBooks 2017 scheduled reports

Select Schedule Setup to create a schedule. This displays your memorized reports list.

QuickBooks 2017 scheduled reports

Select the reports that you want to include in this schedule by checking the box to the left of the report name. The reports you have selected will show in the list on the right.

Click the Next button, and then specify the schedule characteristics. This schedule must be given a unique name.

QuickBooks 2017 scheduled reports setup

The next step is to prepare your email message.

QuickBooks 2017 scheduled reports setup

Click the Schedule button and this schedule will be saved. It will show in the Scheduled Report Center.

QuickBooks 2017 scheduled report center

If everything is set up properly, your recipients will get an email with all of the PDF reports attached. Those recipients will need the password to be able to view the PDF files.

I go into a lot of the details of this feature in my article, QuickBooks 2017 Scheduled ReportsThere are a lot of restrictions and requirements that you have to be aware of for this to work correctly.


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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 the managing editor and primary writer for the Sleeter Report since 2011. Charlie can be reached at charlie@ccrsoftware.com

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

83 Comments

  • Your article is very informative and productive. You explain very well mainly, how to configure schedule report. It is very impressive in the sense of security because these files are password protect. Above mention such kinds of features is very useful for me and Quickbooks users also. I am waiting for it.

  • Thanks for this waited information Charlie. Scheduled Reports is a really one feature that makes this software sound so useful, rest all features also seem to come handy for smooth work flow. Price is the same though.. Lets hope to get the bets out of it.

  • Wow, again another ho hum product update from Intuit. No real changes to the core product that make processing business easier for a wholesale distributor type business.

    I have spoken up through the beta testing process and directly to a few product developers at Intuit only to get another year empty promises about true product changes and meaningful upgrades.

    • I’ve been pointing this out for a couple of years now. Back in Fall 2014 Intuit stated that there would only be incremental improvements to the desktop product, few if any big significant changes. They want to keep the desktop people happy long enough for them to get comfortable with the idea of an online product, and then get them to move over there.

      • I have a major problem with their attitude towards desktop users if this is their reasoning, sorry. I for one will NEVER move to QBO no ifs ands or buts. Never going to happen. This reeks of “to heck with the accountants and bookkeepers that have used our products faithfully for years… just show us the money”. Say whatever you want but QBO is garbage when put against desktop and it took me 5 hours to do a simple bank recon that takes 20 minutes in desktop. When clients are priced at a flat rate based on a 20 minute month end and it take 5 hours to do the cleanup and recon there’s a huge problem with that. Some predict QBO will be all that’s left in a few years but I predict if that happens there will be a mass exodus to other software packages and I am sure there are lots of software developers out there just waiting for Intuit to make such a stupid move.

        • Yes, I believe that I recall you standing up at QB Connect and expressing similar sentiments, maybe two years ago? I think it was you, although I’m not sure.

          I don’t see Intuit dropping the desktop product in the near future. I’ll be talking about that in my presentation at Accountex this year.

          Without getting into a debate about a comparison between QB Desktop and QBO, I honestly believe that there isn’t any software developer out there just waiting for Intuit to stop the desktop product. At least, no developer with enough resources to create a new product that would have any significance. There just isn’t that much profit to make there, given all that people want out of their software these days. Perhaps one of the companies that already has a desktop product will be able to fill the gap, but there just hasn’t been one that is already there that has captured a huge market.

          Keep in mind that I’m a desktop software developer myself, with a long history in the accounting arena (going back to pre-DOS days).

          Instead, I expect that the online market will mature and become more feature rich, and come up with features that just aren’t found in the desktop that will amaze us all. Maybe from Intuit, maybe from Xero, maybe from someone else. All the money these days is in online software development.

          I’m still waiting for the online products to match their hype. I’ll be talking a bit about that in some upcoming articles.

          • No never been to any conventions but yeah I don’t see all the “YAY QBO is great” and never have
            DOS? Wow there’s an oldie 🙂

          • Are you saying that the desktop development at QB is NOT getting the budget for new development or at least any significant changes? How soon is “not in the near future”?

            I tried QBO early on, and was so frustrated, so disappointed, I was amazed that it has survived – but that has to be a testimonial to GREAT MARKETING not a great product. I have most of my clients in the cloud, hosted by Swizznet, on the QB desktop version. They also host Sage, so if Intuit isn’t serious about developing for the desktop, maybe it’s time to switch to a company who is.

          • Gail, take a look at my article from 2014, based on Intuit’s presentations that year to investors: https://www.sleeter.com/blog/2014/10/future-for-quickbooks-desktop/

            It is open to interpretation, but my take on what they said is that the development dollars are going to QBO, while doing smaller incremental changes to QB Desktop. And if you look at the improvements in the 2016 and 2017 products, that is being borne out. Improvements, but not as many changes as in years past.

            “not in the near future”, well, that is speculative on my part. I don’t have any specific inside information.

          • Hello Charlie
            I would love to move to cloud based accounting to run my business but the reviews for QBO are very very bad.

            Since you seem to have a good line of communication with them can you suggest to them that when they finally get the QBO to a usable state to “please do not change things that are not broken”.

            It seems that more software and apps than not just keep changing features that are fine just for the sake of making changes and do that probably to justify the yearly subscription. AutoDesk has this problem as well.

          • Not all reviews are bad, Ed. You can see a lot of positive articles in our blog, and others. The main problems that people have are, in my opinion, that:

            (1) “QuickBooks Online” is not just an online version of “QuickBooks Desktop”. People think they are the same product. They are totally different products, and if you compare QBO with other online products you will see that it compares very favorably. I believe that it has some features that are superior to the desktop product, and you will see more of those coming out in the future. But, it isn’t the desktop product, and Intuit isn’t going to make it match all the features of the desktop product.

            (2) People try to use QuickBooks Online for situations where it isn’t suited. It is aimed at certain kinds of businesses, certain kinds of situations. It doesn’t cover all the business types that the desktop does now. Most complaints relate to feature that aren’t there, and most of the time these are businesses that the product isn’t suited for.

            Of course, Intuit creates a lot of these issues by promoting it as the solution for everyone, and they push it into situations that don’t make sense.

            As far as changing things, well, Intuit has a long ways to go to get QBO up to speed for many situations. You’ll see a lot of changes coming along. And, unfortunately, sometimes those changes can be annoying for existing users. They just revamped the user interface, for example (again), and that has been really annoying for many existing users. And Intuit has a lot of ideas on how to evolve the product that they are working on. So, change is going to be a part of the product in the future. Not just to justify the yearly subscription – they don’t need to do that, with online products like this your subscription is the fee to keep the product available to you, unlike a desktop product that you can just “buy” and keep around forever.

      • Speaking of QuickBooks Desktop’s fading away: an Intuit chat agent told me that there will be no QuickBooks for Mac 2017. I figured it’d happen sooner or later but I was planning on getting at least one more desktop version to tide me over for a few more years. I actually trust your word at least as much as an unidentified Intuit employee, so can you verify this? (I’m a small business owner, not an accountant, and the Windows versions are irrelevant to me.)

        • Correct, no QuickBooks for Mac 2017 at this time. That doesn’t necessarily mean that there won’t be updates in the future, but I don’t see this product as being a major piece of Intuit’s future plans.

          • Ugh, thanks for the confirmation. Now if I ever want to update my Macs’ OS, I have to decide whether to spend money on the modest QB 2015 → 2016 upgrade or invest the time to switch to Online. I guess a third option is wait a few months, then Google a lot to see if people have 2015 working on macOS Sierra despite Intuit’s lack of official support for it. All annoying for someone who’s been upgrading QB Mac every 2 years, but ¯\_(ツ)_/¯.

          • I worked with a client last week who recently purchased QuickBooks 2016 for Mac. When she downloaded the latest release update, the install referred to the update as 17.nn.nnn (I don’t remember what followed after the 17.). I found this confusing. It almost sounds like in lieu of a new version, Intuit just pushed out a new releases this year and included support for Sierra O/S. Another interesting thing I noticed was on the QuickBooks for Mac site. Intuit show a comparison table for QuickBooks Online for Mac and QuickBooks for Mac Desktop. What they are promoting are the new apps for Mac/Apple devices that work with QuickBooks Online. Does make you wonder if the QuickBooks for Mac desktop may eventually be phased out . . .

  • Hi Charlie, great article, I’m always thankful to get a first look from your perspective. So I use Enterprise Desktop and had a $350 price hike this year. I called and politely enquired the reason and whether or not there was any wiggle room. I was told to call back in a month. We will see

  • I’m testing in Beta and have been for the last few months. Not sure if the password issue is resolved and made optional but so far the company file I am testing it with hasn’t asked me for one so we’ll see – that’s one thing that really needs to be fixed and made optional

    • Beta testing is done under a non-disclosure agreement, so I can’t say anything about what might or might not have been seen there. At this time, the official, public R1 release has no significant change in how passwords are managed as far as I can determine.

  • There are two features I would love. A log that shows when users were logged on. And timers that can trigger transactions or reminders that is settable by time not just date.

  • QuickBooks 2017 is still 32 bit? Really!!!!? It is 2017 Intuit is still selling Enterprise as 32 bit! My Windows 95 machine from college ran 32 bit!!!

    • Yes, 32 bit. I doubt that will change for several reasons. First, there are still a lot of 32 bit systems running the program (and Intuit wants them to continue to upgrade). Two, the technology that they use is pretty old, it would be a hassle to update to 64 bit. At least that is my view of things.

      It still runs on 64 bit systems, and I doubt that the QB client itself would run any faster on 64 bits. The database manager could probably.

      • Even if they wanted to, I doubt they could technically deliver a 64-bit version. Furthermore, it would likely break a lot of stuff, including integrated apps.

        I haven’t looked at QB 2017 too much yet, but prior versions were NOT native .NET applications. Intuit was even using some of the same GUI components that we have for years (in Acctivate). That means their development environment would most likely be unable to compile a 64-bit app.

        Running 32-bit apps on 64-bit Windows (or WoW64) is actually pretty normal and works quite well. I’m just glancing at my Task Manager and see a BUNCH of 32 bit apps like Google Chrome, Outlook 2016, SnagIt, Crystal Reports, Acctivate (our app!) and QuickBooks 2017 now. The only 64-bit “Apps” I’m running are Slack* and Windows Calculator**. There’s a few more 64-bit “Background Services” like Calendar and Cortana, but even more 32-bit apps running in the background like OneDrive, SmartVault, Sophos and more.

        You’ll want 64-bit apps for server stuff, to utilize tons of RAM and CPUs – like our database server of choice: Microsoft SQL Server. If Microsoft has pushed all developers to 64-bit years ago (like Apple did), this would be a different story. They didn’t, it’s history, we’ll be running 32-bit apps for years to come 🙂

        *I guess Slack needs tons of RAM to handle all those GIFs and memes!

  • Hi Charlie:

    I’m looking to purchase QuickBooks Pro Desktop for my wife so that she can learn it and get a job. Is there any point in waiting for 2017 to come out and hope for a large drop in price? I can now get the 2016 with a free upgrade to 2017 for $160.00. I have read a claim that even if the 2016 will be sold at a deep discount it would not include a free upgrade to 2017.

    Thanks,

    Abe

    • Intuit will stop selling QB 2016 once they are shipping QB 2017. Upgrade pricing is always tricky, you never know what they will do. And if you buy 2016 at a discount from anyone other than Intuit directly, you won’t get a free upgrade to 2017. Intuit says the price will not change, but that doesn’t prevent them from running a sale. Sometimes they do, sometimes they don’t. In the past you could get the product at a discount from the big box retailers, usually in January, but I’m not sure that they do that any more.

      • Hello Charlie – first, let me thank you for your great articles. I’m using them right now to make some decisions on our situation. (I’m running Pro2016, single user and want remote access. Leaning heavily toward MyQuickCloud). But my question is on the version of QB to use. I’m thinking to stay with 2016 as the new features in 2017 (Smart Search; Reminders; Report Automation & Filters), while “nice” are maybe not that nice that I should spend the $230. to upgrade rather than just stay with 2016. Releativey new user (only been in business for one year) so still in kind of a learnng/discovery mode. Advice/Thoughts?

        Thanks, Bill

        • I generally recommend that people wait until January (or later) to upgrade to a new year of QuickBooks. You don’t want to risk that there are issues with the new product just before year end. Get past your year-end closing. The current release (at the time I’m writing this) is R3, and you should wait until R4 AT LEAST before upgrading.

          Many people will only upgrade every three years. Intuit “sunsets” support for QuickBooks every three years.

          If you are happy with what you have now, and you don’t need the new features, why not wait?

  • Hello Charlie as well as other users of QuickBooks Desktop,

    I know many of you are using QB from may years and are accustomed to the software. As TJ above was talking on tech front of 32 bit vs 64 bit, I want to know your opinion about the look and feel of the product. Many parts of the product look archaic. The User Interface looks old, there are also some issues in terms of information hierarchy. It looks cluttered at many places.

    What are your opinion when compared to other software’s which look very refreshing and structured? Are you happy with the old style look of the product. Should they change to new fresh look and feel that gels well with Windows 10 and other recent products ?

    • Hey, it is a very old desktop product, so it has the look of a very old desktop product. Back in 2013 Intuit made some big UI changes (see https://www.sleeter.com/blog/2012/09/quickbooks-2013-user-interface/ ), and they were murdered in the discussion forums. People don’t want change, they want it to work the way it worked before.

      I doubt that you will see a major overhaul of the UI at this point. It would be horrendously expensive and disruptive, and Intuit doesn’t want to put that much work into the product. Their focus is on QuickBooks Online.

      • I can’t believe it’s been FOUR YEARS since they released the “black/gray” version. I still remember the backlash from the community… “It’s hurting my eyes!”, “It’s giving me a headache!”

        I thought it was quite modern, but agreed that the revised dark blue in 2014 was much better.

        Anyway, thanks for sharing the link and the reminder 🙂

        See you next Month in San Jose?

  • Hi Charlie,

    I’m quite certain that I’ll be getting quickbooks for my new company. However, there are simply way too many versions of quickbooks out there.

    My main priority is to have serial number tracking as well as advanced tier pricing. My company mainly involved in distributing hardware, approximately 2-3 thousands of items being transacted a month, each with a serial number to track the warranty period. Nonetheless, the advance pricing helps as prices vary among retailers to end users.

    I’ve looked up on QBO + SOS inventory. However, it’s quite confusing. Is SOS inventory a backend software, or do I need to open invoices directly on SOS inventory? I’m confused on whether should I enter my sales receipt in QBO or SOS as well?

    Could you kindly advise which version of QB is most recommended, given price is also a determining factor as well?

    • Darren, I can only give you a general idea of what to look at, because there are so many variables involved. I do recommend that you work with a qualified QuickBooks ProAdvisor who understands inventory applications (which is a specialty area) because the right decision can make a BIG difference for you. If you contact me directly I can refer you to some very qualified advisors. Or use the “find an advisor” link that is way down at the bottom of this website.

      With QuickBooks Online you definately need an add-on product. SOS Inventory is a good product, it will take over the inventory aspects of things. Some functions you do in SOS, some in QBO. There are other inventory addons that can work with QBO, each has different strengths and weaknesses.

      QB Desktop, for serial number tracking you have two ways to go. QuickBooks Enterprise, at higher subscription levels, has the Advanced Inventory feature (for serial numbers) and Advanced Pricing (which you might need, not sure). There are articles in this blog that talk about both features, that you can search for. The serial number feature is fairly simple, in my opinion, and won’t work for some kinds of business (but will work for others). Depends on the details of your requirements.

      There also are a number of addons for the desktop. Sometimes you can get away with working with the lower priced QuickBooks Premier (maybe, maybe not, depending on many factors) and an addon like Acctivate. There are several very good products that are addons for the desktop product, and pricing is quite variable depending on the modules that you choose to use.

      It IS very confusing, that is why you should hire a qualified advisor who knows these products and who can work with you to make the best match. You can save a lot of heartache by using the right advisor.

  • Thanks for this article.
    You have a list of other changes which looks pretty comprehensive. Thankfully they have fixed the “pending” issue in inventory assemblies ( which was broken in the transition from 2015 to 2016)
    Our biggest issue with the advanced inventory section is the ability to print a full listing of inventory on hand by quantity and lot number. I keep asking and hoping they will add this report as our work around is very labour intensive. Any chance this is an upgrade in 2017?

    • No change that I’m aware of. That might be something to talk to the folks at QQube (www.clearify.com) to see if they have addressed that in their reporting system – they might have, but might not have. Intuit stores lot number information in a strange way, and extracting it is difficult.

  • I really do not know why QuickBooks is switching it’s Desktop to cloud via hosting provider; It’s really bad for clients in Nigeria; they are not used to subscription yet.

    • You can still run QuickBooks on-premise, even with the subscription billing. I think it’s important to distinguish the difference between the deployment (i.e., cloud/hosting vs on-premise) and the commercial model (i.e., subscription vs perpetual license).

      Most of our Acctivate clients in Africa are using either the Pro or Premier UK editions, which include VAT. Easy Biz is the QuickBooks distributor for South Africa (and I believe Nigeria), you might contact them to check on pricing/policies for 2017. I don’t see it on their site quite yet, but they should have more info soon at http://www.quickbooks.co.za

    • You can still purchase the QuickBooks desktop product as before. No requirement to go to a “hosting provider”, although that is an option, and no need to go to QuickBooks Online. The desktop products are still available as before.

  • I have been using QuickBooks thru all the updates you mention in the article. I have 1 question. When will the CLEARED DATE be available? I have always needed to know WHEN the check cleared the checking account without looking at the bank statements.

  • Dear Mr. Russel,
    Please excuse the length of this message. I’ve been a long time reader and do IT support for an accounting firm and multiple individual clients.

    It appears to me that development on Quickbooks desktop has slowed down so dramatically that some issues introduced in 2016 migrated over to 2017 with no fix in sight (Example: Issue 1 Below). I understand everyone wants to move to online, because online is more money, but that rather defeats the purpose of catering to small business. I am sure you have done a comparison of online vs Desktop. The math for small business is really not there, unless they have so many remote workers to be justifiable. I am referring to the Pro and Premier range. The enterprise is already on a yearly treadmill, but compares favorably price-wise to Microsoft Dynamics, Sage, etc.

    I think the only option we realistically have is for enough people to keep hammering Intuit to fix items. Since your site reaches out to so many people, this is my humble plea to spread the word, assuming you are in agreement with the issues below. I am getting increasingly tired of lamenting to an understanding Pro Advisor support tech with their hands tied every year when the same Issues persist and the promises of a fix end up being for naught even after sending individual feedback.

    Issue 1:
    There was an issue to where the QB Database manager for 2016 would not start and the fix was stop DNS Server service, start the QB Database manager 26 and start the DNS server service. Details on link below:
    https://community.intuit.com/questions/1299745-how-do-i-force-quickbooks-database-server-manager-quickbooksdb26-to-use-a-particular-network-configuration

    When I had contacted Qbooks Proadvisor support, they stated that it was a known issue and they were working on a fix. I assumed the fix would be introduced with the new version (2017) since that is, unfortunately, the recent Intuit M.O.

    The same issue occurs in 2017, which tells me that nobody even bothered to address. Given the fact that programmers did not even bother to see what ports the Microsoft DNS server service was using is infuriating. We have a workaround, (Stop DNS Server, Start Quickbooks Database Service, Start DNS server) but we should not have to worry about having so many workarounds.

    Issue 2:
    Requiring Local Admin rights on the PC to do certain tasks. This does not make sense in this day and age. Especially in Terminal server environments, having antiquated code that forces workarounds in registry rights, folder rights, etc., makes no sense. It is a good step to force password changes every 90 days for everyone, but we need to go further and allow the whole environment to run in a more secure manner.

    Issue 3:
    This ties into Issue2. Inability for different editions of Quickbooks products of the same year to be installed on the same PC. This is caused by the Database services having the same name for each year. Example: QuickbooksDB27 is for year 2017. This prevents us from installing Qbooks Premier and Enterprise on the same Server, for example. Especially with reduced user rights, if a user opens a Premier company on Premier, next time they open an Enterprise company on Enterprise, it will warn them that there is an issue with QuickbooksDB27 service and prompt them to fix it (with PC admin rights required). They then can open the company, but when they go back to opening a Premier company with Premier, it will warn them that the QuickbooksDB27 has an issue and needs to be fixed (with PC admin rights required). As such, we were forced to run Enterprise Quickbooks outside of our remote Desktop session on local machines so they are physically separate. This means more cost because instead of inexpensive dumb terminals, we have to get beefier systems to accommodate Quickbooks.

    A more eloquent solutions would be to name Quickbooks services differently. Example: QuickbooksEnt27 would be used only for enterprise companies, whereas QuickbooksDB27 would be for Basic, Pro and Premier. Most clients only run one version and would see minimum impact, but would be a godsend to accounting professionals that have to maintain multiple versions.

    Issue 4:
    Database manager revamp to support hosting for companies stored on the network vs. the local drive. This would allow for more flexibility of where the Quickbooks database server service is installed and could help with issue #3.

    Issue 5:
    External program issues: Quickbooks not working with certain Adobe versions for PDF, browser issues with having to rely on Internet Explorer. Having a settings page where you had the freedom of designating which browser you would like to invoke from within Quickbooks as well as what PDF program to open PDF files with, would make more sense.

    Issue 6:
    This has been with us for many versions, but this is yet another example of sloppy programming. Adding the Quickbooks program as a background session on startup so that Quickbooks basically starts every time the computer starts. This was done so that when users double click on the desktop shortcut, it tries to invoke Quickbooks so as to make the loading process seem faster than it actually is. It does not work consistently and many times we get the warning that we cannot run another copy of Quickbooks because it is already running. We end up disabling that Startup shortcut to ensure functionality.

    The underlying issue is there is way too much legacy code. Most of it could be gutted by setting up a separate conversion program for companies so that the main program would not be hobbled with too much code and accommodations for company conversions.

    I am sure everyone has their list. The point is to create enough critical mass to force a change.
    Quickbooks Online is not a panacea. Given the current lack of feature parity and the atrocious pricing model, it is only suitable for specific scenarios.

    Below are the ways to send feedback. Feel free to copy and paste or add your own stuff. Otherwise, I am not really certain how we could do anything else. The above should tie in to a more evolutionary approach. Fixing issues that have persisted for years should be the first step.

    https://community.intuit.com/articles/1019467-quickbooks-product-suggestions-and-feedback-forum
    In QuickBooks Desktop versions Choose Help > Send Feedback Online > Product Suggestion.
    In QuickBooks for Mac Choose QuickBooks > QuickBooks Feedback.

    • Interesting list of issues, Harry. All I can say is that Intuit’s focus on the Windows desktop versions is to fix issues that bother people, and they have a long list. They are prioritizing the issues and working on what they consider to be high priority. I’ll have to say, the majority of the issues that you bring up are not ones that I or my clients have really run into, for the most part. That doesn’t mean that they aren’t important, though.

      Keep in mind that the QuickBooks system is based on some very old technologies, and some things are going to be really hard to change. Dependence on Internet Explorer is built into the base system and will take time to resolve.

      I don’t agree with point 4, though. That is a performance issue, and given the speed of the database system and the way that QuickBooks works, you really don’t want to have the database on a different system than the database manager.

      • Charlie, thank you for the response. You have a point on #4. Most entry level peer to peer users will not be looking for that. But when you are dealing with multiple installations on servers, flexibility is key. At this point, any feedback, or suggestions you can provide to them is one more voice and that’s all I’m looking for. The squeaky wheel gets the grease, after all 🙂

        • Flexibility is one thing, performance is another. With the current database system, performance would be so poor that you would be either ready to toss the system out the window or you would start seeing database errors due to timeouts. They would have to change to a completely different database system, and I seriously doubt that they will be interested in putting in that kind of work on this system.

  • Could you tell me what if any changes will be made in what can be done in single user mode? We are on multi user mode all day long and with out having to come in or stay late, getting on single user mode is difficult to make simple changes like merging customers because a duplicate was accidentally made or to make changes to accounts. Will they ever relax some of these requirements?

  • Charlie, thanks for the response. In regards to Pro and Premier I understand the argument. However, on Enterprise, they are already on the one year update treadmill which one would expect would allow them the leeway to do more than the bare minimum. At any rate, we’ll wait and see…

    • If you are talking about changes that relate to the database manager, I just don’t see that changing even though they are on subscription. It is just beyond what they will do.

      I’ll be talking about Enterprise more in some future articles, Intuit is going to be putting a fair amount of effort there, but it is going to be new features, and working on reliability/performance. Changing the DBMS isn’t in the cards.

  • Thanks for this article.
    Hi Charlie as well as other users,

    Do you know if QuickBooks UK versions are now available only on monthly subscriptions or you can also get Perpetual licences (regarding businesses operating outside of UK).

  • Hi Charlie,

    Enterprise 17 will not install on a server running “Windows Server 11” (actual name is Small Business Server 2011). Intuit support has no suggestion other than “tell your client to upgrade their server”. This is odd as the newest Windows server is not that much different from the old one. Is this an Intuit fail?

  • Does QB 2017 crash less often than QBDT 2016? ALL of my clients have had issues with 2016 crashing and freezing repeatedly, even after updates. All machines are running Win 7. I don’t want to upgrade unless 2017 is more stable.

    • Intuit put a lot of work into improving the reliability and stability of the database in this year’s release. So presumably that would mean that the 2017 product would be better for you. But I would wait until January before making transitions. No sense in changing things just before year end, AND we are only on the R3 release. Still early.

      However, I don’t know if that would resolve things for you or not. You shouldn’t be having a large number of crashes on a variety of installations with up to date 2016 installations. I wonder if there is something else going on. That would be something that should be investigated further on your side of things. 2016 is fairly stable in most situations, in my experience.

  • Ok, I may have a dumb question BUT – Are you able to change the font style/color in the body of the text on an invoice? I’m currently using QB 2013 Pro (yes, old I know but it works for us). I know I can play with the layout and such but haven’t been able to use multiple fonts in the actual invoice. We’ve been talking about upgrading to a newer version.

    • That depends on what kind of change you are looking for, Sarah. The 2017 product works the same as the 2013 product. You can change the font for different elements, but you cannot have changes within an element. You can’t, for example, bold face just a portion of a description.

  • Charlie, do you know if this new version fixed the bugs in the Bank Feeds, especially the bugs associated with bulk-adding transactions?

  • I am still using QB Accountant 2012 because I handle the books for two companies and need the different screen color schemes to keep them organized. Does 2017 have this option? My boss is pushing me to upgrade, but I love 2012. Any comments?

  • I was noticing that Windows Server 2012 is not on the supported list, a call to support says the usual, “might work, but you’re on your own if our standard troubleshooting techniques won’t fix it.” Do you have any insights from other users whether or not WS2012 (not R2) worked with QB 2017?

    • John, Windows 2012 non-R2 is the rough server equivalent of Windows 8. It will be supported until 10/1/2023 which is the same support date as 2012 R2. R2, is the rough Server equivalent of Windows 8.1. Support personnel always reply with that line. I do have a couple of clients running it with no issues thus far, assuming patches are up to date. Both Qbooks 2016 and Qbooks 2017 may suffer from a bug that if the server running the software is a DNS server, the Qbdatabase26 or 27 service may not start. It will start and stop. You will have to stop DNS server, start the QbDatabase26 or 27 service and then start the DNS server back in.

      More info here:
      https://community.intuit.com/questions/1299745-how-do-i-force-quickbooks-database-server-manager-quickbooksdb26-to-use-a-particular-network-configuration

      You should be OK to run it.

      • Thanks for that very helpful information! I installed QB Enterprise 17 (QB server only) on Windows Server 2012 over the weekend–no warnings or hiccups. I did notice that the QuickBooksDB27 service was set on “Manual” startup type, and presume that is normal. I do run DNS services on that machine so will be expecting to apply your fix on the next reboot. Thanks for the heads up.

        • John, If you end up having to do it, you can modify and use this batch file below and run it on a schedule before the start of the work day. On the sc commands please note the space between = and auto

          sc config QuickbooksDB26 start= auto
          sc config QuickbooksDB27 start= auto
          net stop DNS
          net start QuickBooksDB26
          net start QuickBooksDB27
          net start DNS

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