QuickBooks

QuickBooks 2018 Has Arrived! Here Is What to Expect

New Keyboard Shortcuts

QuickBooks 2018 adds a keyboard shortcut for copying/pasting a line in a transaction. This can be done in invoices, estimates, sales receipts, sales orders, credit memos, purchase orders, and timesheets.

In prior releases, you had the option to copy and paste a line, but you could only access this via a menu.

Copying/pasting a line in a transaction in previous QB versions

Now you have a keyboard shortcut — Ctrl-Alt-Y to copy a line, Ctrl-Alt-V to paste a line.

QuickBooks 2018 copying/pasting a line in a transaction

This is a nice, minor enhancement. I wish they had a two-key shortcut instead of a three-key shortcut, but they are running out of the shorter ones! I couldn’t come up with an available one that made better sense.

Inventory Report Enhancements

Most reports in QuickBooks can be customized. You can easily add or delete columns to modify the report to fit your needs. Unfortunately, many of the inventory-based reports could not be customized, which has limited the usefulness of these reports for many users.

Finally, Intuit has seen the light, and they have added the ability to customize the Inventory Valuation Summary, Inventory Valuation Detail, Inventory Stock Status by Item, and Assembly Shortage by Item reports, in QuickBooks Premier and Enterprise (the Assembly Shortage report is only available in Enterprise).

Here is what you would have seen if you clicked the Customize Report button before this update:

Clicking Customize Report button before QB 2018 update

Here is what you will see with QuickBooks 2018:

QuickBooks 2018 clicking Customize Report button

I’ve been asking for this for YEARS. There was no reason that I know of for why these reports didn’t have this customization feature, and it is something that many people have been requesting for a long time. I’ve not evaluated this as far as what columns are included. Also, I’m curious why this wasn’t done for all of the inventory reports, such as the Inventory Stock Status by Vendor?

Enhanced Order Fulfillment with Mobile Barcode Scanning

This is another feature that will be found only in QuickBooks Enterprise. I will be going into this in detail in an upcoming article. In short, if you have a subscription that includes the Advanced Inventory feature, you can enable a more advanced version of the Sales Order Fulfillment Worksheet that gives you greater control over the inventory picking process. In addition, pick lists can be sent to a mobile barcode scanning device, or any Android-based device, which can then be used in the picking process. Information then flows back to QuickBooks to update the picked sales orders.

More advanced version of Sales Order Fulfillment Worksheet

More advanced version of Sales Order Fulfillment Worksheet (cont.)

This is an exceptional advancement for inventory management in QuickBooks Enterprise.

In my next article I’ll go into detail on Accountant features, and updates to security, payroll, and payments.


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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 Accountex Report (formerly the Sleeter Report) since 2011. Charlie can be reached at [email protected]

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

35 Comments

  • Hi Charlie. Thanks for the update. Being able to customize the inventory reports is HUGE. I agree, why did it take so long? I also like the concept of mobile barcode scanning in the inventory process. I’m looking forward to hearing about how exactly QuickBooks handles this.

    BTW, I tried to download my 2018 Enterprise software from my QBOA Pro Advisor account. Tried it on Chrome, IE and Edge, and the product details, as well as the licensing information windows just show spinning dials. The download button does not light up. Just me, or can others get in?

    Thank you, Tim Grant

  • Hi Charlie,
    Thanks for the update of quickbooks 2018 i am very impressed by the features of quickbooks 2018 and i totally agree with you it is helpful to make our life more easier this article is very interesting thanks for nice information.

  • Good article, however I am abet overwhelmed by all the options available.
    I am just starting a new LLC and need to figure which flavor of QuickBooks (Pro vs. Premium) you would recommend? And if Premium, which version? The type of business is real estate investments. Buying and selling residential properties (i.e. flipping houses). There WILL NOT be ANY W2 employees. Only 1099s paid to a 3rd party company. In researching the Intuit products it has become very confusing which is the best for the Real Estate industry. Can you advise which one is best for my industry?
    Thank you,
    Al Bjornnes

    • I haven’t heard of any significant changes to the SDK. Doesn’t mean that there won’t be one, but my guess is that this is very low priority for them. Besides, outside of Enterprise, QuickBooks hasn’t evolved very much, and in Enterprise they tend to not provide SDK access to advanced features.

  • Hello Charlie,

    Have you heard any rumors of an updated SDK? I know, I know the desktop version is a relic and should not expect much love and we should all be moving to the cloud… 🙂 Most of my clients, however, are using inventory features, sales orders, order fulfillment, assemblies and host of other things not coming anytime soon to the web. So, any news?

    Thank you,
    scott

      • Thank you…I had scanned the whole thread and somehow missed the very last post. :/ The answer is as I expected sadly.

        • Just one further thought. I guess it’s wishful thinking but I really wish since they have abandoned the SDK for all practical purposes that they would just give us a way to get at the raw data and let us read and write any byte of data as is the case with any modern application. Make us sign a waiver or whatever and just let us have at the information. That must be a valuable feature to a lot of folks.

          • As a long-time developer of QuickBooks SDK apps, I am extremely frustrated by the QuickBooks SDK on many levels. Lack of access to many tables and fields in tables, archaic reliance on old technologies, extremely poor performance characteristics, and more.

            On the other hand, Intuit hasn’t completely abandoned us. Last year they reopened a desktop apps marketplace, which totally surprised me. I didn’t think they would do that: https://www.accountexnetwork.com/blog/2016/09/quickbooks-desktop-app-marketplace/

            Intuit does surprise me on occasion, but in this case I don’t expect to ever have direct access to the data. Actually, very few companies allow access to raw data, they generally have you go through an API of some sort, but I don’t expect there to be an improved API either (they tried one a few years ago and it was a mess, and was abandoned). Some reasons why I think “raw data” access won’t happen:

            – Intuit wants to push developers to go to QuickBooks Online

            – “raw data” wouldn’t help developers in many cases. Lots of the data is stored in “blob” structures, rather than normal database fields. Very hard to unpack those with accuracy

            – On many levels, Intuit is very, very concerned about data security. They are tightening up data security in many ways, including greater reliance on encrypted fields as well as placing more and more restrictions on how you can access data. Allowing “raw data” access is completely the opposite of what they are trying to do to protect user data.

            Just my opinion, based on long-time experience with Intuit and QuickBooks.

  • (I generally don’t recommend putting the new version of the product into use until at least January, in general.)

    does this also apply to Security?

    • Well, I addressed that in the article in detail, Jonathan. In general, for clients, I wouldn’t move to this release yet. R1 is the last beta test release, so any issues found in beta testing last stages haven’t been fixed.

      Usually they don’t have an R2 release. R2 is reserved for emergency fixes of R1. The next release I expect to see is R3. And even then, I recommend caution.

  • I was reading your information on 2018 because I need to test my sdk products. I have custom and production products. I need to call them and get the NFR. But they may be wrong I do not think that you need Internet Explorer at all for Quickbooks starting in 2017. It uses the CEF Browser(chrome extended framework) they use a sub project called CefSharp you can find the files in the main folder and the source on GitHub so I do not know why they say anything about Intrenet Explorer.

    • While they might be using that for new features and windows, they haven’t changed over all the prior windows that rely on Internet Explorer. I can’t say if they are going to change over all of the older windows. QuickBooks still does a check for IE when it starts up, and won’t run if it isn’t found.

  • Currently running QB Pro 2016 contractor’s edition and have 180 employees. We run payroll reports but qb won’t create the report due to the 256 column limit. This limit is from excel 2003! The report winds up being around 700 columns. Our current version of excel can have more than 13,000 columns. Talked with several folks at QB including executive management and tech department. They acknowledged that was a problem but have never resolved it.

    Has QB 2018 corrected this issue?

      • Daniel, Thank you for your response. When I run a payroll report for let’s say fiscal year 2017, then click the Excel box, then click create new worksheet, then click the CSV radio button, and then Export, it states “Your report has too many columns to print. Consider splitting the report in two and printing each half separately.” This is what I’m trying to get away from because the rows on each report won’t line up correctly. For example, a garnishment for Alvarez won’t show up in the second half meaning I have to go through the entire document, re line up everything and hope I did not make a mistake.

        Is there another way to export to CSV?

    • I don’t have a way to test that, Eric. I’m not aware of a change like that, but I will note that Intuit almost never tells anyone what bugs they have fixed when they release a new year of the product.

  • I just stumbled across your page, . . . . very informative. My company has been utilizing QuickBooks for almost 18 years and it seems that when we are about to outgrow it due to one issue or another, our concern is addressed in the next update. However, I am still patiently awaiting QuickBooks to tell me the Payroll Service can now address working out of state on different line items. Meaning if a repairman is working in AR one day, MS the next and then AL the next, I can have the state withholding be withheld automatically and paid to the respective state. Has this been brought up by others OR do you know of a Qbooks addon that can accomplish this task?

  • In the new Quickbooks, is there a Year end function as my older version become very slow and every year I have to open a whole new Company and import and export everything. This is very time consuming and I struggle with the Vat account.

    • There are ways to condense a file, if it is getting very large. However, the most effective version of the Condense feature is only found in the Accountant edition. And, this is a process that has a lot of tricky issues, so it isn’t something that I recommend that you do on your own. Working with an experienced QuickBooks ProAdvisor will help, but this can be an expensive service. Also, I don’t know which national version you are using, or what year of product, so that might be a problem with finding someone to help.

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