What’s new in QuickBooks: May 2014

Posted May 23, 2014 by Paige
Categories: Features, Homepage, News, What's New

[Note: As of October 13, the QuickBooks blog has moved to http://quickbooks.intuit.com/blog. Follow us there!]



You told us loud and clear: there’s always room for improvement!

Based on your suggestions, here’s what’s new in QuickBooks:

  • Hide financial numbers from view. Click the Private mode toggle at the top of the home page to hide sensitive information from passerby. (We call this “Starbucks mode.”)
  • Access recent transactions in forms. Click the clock icon in the upper left of a transaction form (like an invoice or payment) to view a list of recent transactions.
  • Richer sales form customization.
    • We added a new template called “Fresh.” It’s like Bold but with no background color.
    • We added the invoice number to the Friendly template.
    • The Airy template is now window envelope compatible. Click the More tab to turn it on.
  • More convenient timesheet entry.
    • No more horizontal scrolling.
    • You can now view subtotals by day.
  • Receive payment by invoice number. Click the Find by invoice no. button at the top of the Receive Payment form.
  • Save as you go. On most forms, click the new Save button, located to the left of the primary action button on the bottom right.
  • Send statements from customer detail. You can send a statement from the customer detail page, not just from the group customer view screen.
  • Finding a customer is easier. Now you can search for a customer by company or contact name on the Customers list.
  • Smoother check printing. We improved the way you select, align, and print checks.
  • “Other details” are now called “Notes.” Find this in the Customer Information window and the customer detail page.
  • Drilling down to customer detail is easier. Click anywhere on a customer row to view their detail page.
  • Service date is now the first column. The Service Date column is now on the left side of the table on your sales forms.
  • Up/Down arrow keys support. Whether you’re making a journal entry, or entering a sales or deposit, you can use the Up/Down arrow keys to move from row to row.
  • Better tabbing. Tabbing is more logical on the sales transactions and expenses lists, as well as the invoice, sales receipt, receive payment, expense, and check forms.
  • Fixes to various features. This includes .bmp attachments, multi-recipient reminders, check balances, and markup calculations on products and services.

Don’t see this yet?

If your QuickBooks doesn’t look like the screenshot shown here, it means you haven’t been switched over to the new QuickBooks yet. Learn when the switch will happen for you. If you see the new interface but don’t see this kind of sales customization, it’s because we are running two versions of sales form customization in parallel. Don’t worry, we will make sure you get the winner soon.

Got an idea or suggestion?

Leave feedback by clicking the Gear icon in QuickBooks, and then click Feedback. This is the official way to get your ideas recorded and heard!

4 tips on navigating the new QuickBooks

Posted May 16, 2014 by Paige
Categories: Uncategorized

[Note: As of October 13, the QuickBooks blog has moved to http://quickbooks.intuit.com/blog. Follow us there!]

Here are four quick tips on finding your way around the new QuickBooks.


1. Click Create (+) at the top of the page to enter pretty much any transaction — including invoices, sales receipts, expenses, and bank deposits. Click the “Show more” link to see the full list.



2. The settings gear in the upper right corner includes Reconcile, Chart of Accounts, Recurring Transactions, and Products and Services, as well as your QuickBooks subscription details.



3. The navigation bar on the left side of the page is your gateway to all features — including your income list under Transactions > Sales.



4. The gear icon above a table lets you customize how the table looks.



Related posts

Lettuce agrees to join Intuit to strengthen the QuickBooks ecosystem

Posted May 8, 2014 by Paige
Categories: Uncategorized

[Note: As of October 13, the QuickBooks blog has moved to http://quickbooks.intuit.com/blog. Follow us there!]

Intuit has acquired Lettuce, a cloud-based startup that provides a robust inventory and order management system. I’m excited to announce that we have entered into an agreement to acquire Lettuce, a start-up focused on helping product-based small businesses succeed by providing easy to use cloud-based solutions, including a robust inventory and order management system.

Lettuce is known for its simple and elegantly designed cloud-based order management solution with a mobile app that enables SMBs to capture, track, and process orders anywhere in real-time. It focuses on helping customers manage orders and inventory with ease, providing simultaneous access for employees and customers and connecting seamlessly to back-office systems like QuickBooks Online.

As a current Intuit Partner Platform developer, Lettuce’s solutions are already integrated within QuickBooks. With Lettuce, we plan to add key order and inventory management features to QuickBooks, and over time, integrate it seamlessly into the product, creating an end-to-end solution for product-based small businesses.

This is a strategically important acquisition for Intuit that creates a tremendous opportunity to move more desktop customers to the cloud and is aligned with Intuit’s vision of making QuickBooks the operating system behind small business success around the world.

With the strength of its technology, passion for helping small business succeed, and customer-focused domain expertise, Lettuce is a great fit for Intuit. Expect great things as the Intuit QuickBooks and Lettuce teams begin working together to integrate the two offerings to solve the needs of small business customers.

Intermittent Yahoo email delivery issues

Posted April 11, 2014 by Paige
Categories: Uncategorized

[Note: As of October 13, the QuickBooks blog has moved to http://quickbooks.intuit.com/blog. Follow us there!]

Is the primary email on your QuickBooks account a Yahoo email address? If so, you might have encountered this issue between 4/6 & 4/11.

Earlier this week, Yahoo began imposing a stricter email validation policy that affects the way documents are emailed from yahoo.com accounts. The change by Yahoo was intended to prevent “spoofing” of email by spammers. The change impacts legitimate emails from other services, including but not limited to Intuit.

You can read more about Yahoo’s change here: http://www.infoworld.com/d/security/yahoo-email-anti-spoofing-policy-breaks-mailing-lists-240068?page=0,0

Working with Yahoo, Intuit has implemented a patch to QBO that remediates the issue for most instances.  The sending address will now show as “donotreply@intuit.com“. However, your original Yahoo email address will be embedded as a reply-to address — when your customers click reply on your email, it will show your Yahoo address.

March Reliability for QuickBooks Online

Posted April 1, 2014 by davidpickering2013
Categories: High Availability, Outages, Support

March Retrospective on Reliability for QuickBooks Online

Your business is important to us. While QuickBooks is committed to adding product features that save you time, we are also actively working behind the scenes on reliability and performance.

As part of this effort, we are looking to improve our transparency when we do experience a problem and share more about our ongoing improvements.

In March QuickBooks had 2 customer issues.

March 11 : Application slowness for 2-3% of users :

  • Customer Effect: We released a change that slowed our app for 2-3% of our customers. For approximately 1% of our customers, someone may have seen an overload page that told them they would need to wait before logging in.
  • Root Cause: A database change to alter how IDs were generated in the application.
  • Solution: The change was rolled back within the day. This resolved any related application issues.
  • Next steps: We updated our performance testing to catch and eliminate this class of errors in the future.

March 13 : Outage for approximately 90 minutes :

  • Customer Effect: The application was offline for approximately 90 minutes for 80% of users, and for approximately 2 hours for 20% of users.
  • Root Cause: Failure of a network segment in one of our data centers.
  • Solution: The network issue was detected and an automatic migration was started to move users to an alternate datacenter. This resolved any related application issues.
  • Next Steps: Increased automation to reduce the time to switch users to another datacenter. Process improvement for network changes.

We apologize to all those affected, and we will continue to improve and serve your business to the best of our abilities.

QBO Team

As always we want to know your suggestions for changes. Please vote on suggestions for QBO changes or put your ideas in our user voice. We are here to serve your business, we want to hear from you all about how best to focus our efforts.

iPhone, iPad and Android App Improvements

Posted March 31, 2014 by spoconnor1
Categories: Android, apps, iOS, Mobile

Tags: ,

We’ve added important new features to the QuickBooks mobile apps!

Ecosystem Image 2

We know as a small business that you’re not always working from your office at your desk. You’re in the field. You’re meeting with customers. You’re bouncing from the job site to your kid’s soccer game and back again. That’s why we’re adding features you’ve requested to QuickBooks mobile apps for those days when time at your desk is a luxury.

What’s New?

iPhone and iPad Updates

It should be easier for your customers to view and pay your invoices online, so the iPhone and iPad apps now include a better invoice emailing experience for you and your customers:

  • From your invoice email, customers can click ‘View Invoice Now’ to view invoice details and save it. ‘Pay Now’ lets customers immediately pay you from their phone, tablet, or computer (payments enabled through QuickBooks Payments).
  • Sending emails through your iPad or iPhone app is easier than ever. Now you can set a custom, default message when you send emails and customize the originating email address.


iPad Blog 2

An example of an invoice email. Track invoice views and get paid faster with this new format.


 iPad App News

  • In the menu you’ll see a new tab called Products and Services. Here you’ll be able to look through all of the products and services you offer and add new ones to the list. We know that a lot of you have been asking for this, so hopefully this update helps.

Android App News

The QuickBooks app on Android is new too. You’ll notice that not only does that app look cleaner, but it also has new features to help you get work done.

  • Now you can add customer notes to jot down something in the moment and remind yourself later.
  • We’ve also added the ability to create expenses with or without a receipt photo and even split expenses between different categories and customers.
  • Add your vendors into the app too. You can pull them right from your phone contacts.

We hope these additions make it easier not to miss a beat when you are on the go. If the feature that you’re looking for isn’t in these most recent updates, fear not, we’ve got a lot in store for these apps coming soon.

Remember to update your apps so you are always working with the latest version.


If you haven’t tried out the apps for QuickBooks Online yet, click below:

QuickBooks Online for iPhone

QuickBooks Online for iPad

QuickBooks Online for Android



Simplifying action buttons

Posted March 28, 2014 by Paige
Categories: Uncategorized

[Note: As of October 13, the QuickBooks blog has moved to http://quickbooks.intuit.com/blog. Follow us there!]

Wouldn’t it be great if the blue button was always the one you wanted to use?


We recently adjusted the button so your last choice will be the main choice the next time you hit the page.

For example, let’s say the main button action was save and send on the invoice form, but you batch enter your invoices, doing ten at a time. If you click the dropdown and select save and new, you wont have to do it again because it will be remembered as the new primary button action. It’s easy to switch between save options with the dropdown if you’d like to change it.

This is also the case for the email flow (note the dropdown selector):


As a heads up, your feedback about the structure of the dropdown choice on the button has led us to make another slight adjustment next month. You can expect it to look like this:

Hope this helps! If you want more info on speeding up your data entry, check out our other post on keyboard shortcuts.


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