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Release notes for QuickBooks Desktop 2023

SOLVED•by QuickBooks•586•Updated February 16, 2024

Learn what’s new and improved in the latest updates to QuickBooks Desktop 2023 and Enterprise 23.0.

We update QuickBooks regularly to give you a better experience and fix issues. These release notes explain what's new and improved.

If you have automatic updates turned on, QuickBooks will download updates for you. But you can check for updates manually at any time.



Release 9 (R9_127.1) - Feb 15, 2024

DTM Bulk Migration• Enable multiple-file migration from desktop by generating export files
• New ACE variable in systems where bulk migration is enabled
• Changes to enable cyclic experience for generating export files for bulk migration
Client Data Review issues• Close on the Client Data Review Main Page isn't available. User needs to click the "X" button at the top right corner of the Window to close Client Data Review.
• To Customize the Tools(Add/Remove) in the "Tools" section of Accountant Center, Click on the “Refresh” link in “Reconciliation” Section to get updated in the Tool’s list.
• To Customize the Tasks(Add/Remove) in the “Cleanup Tasks” Section of Client Data Review in Accountant Center, Reopen the Client Data Review page to get updated in the Task’s List
Bill amount mismatchFixed issue where the amount doubles on bills as they are created.
Web ConnectorWeb Connector updated to R3.0.
Payroll• You can now provide 401(k) retirement benefits to employees through
Guideline 401(k) from within QuickBooks Desktop. All Enhanced &
Assisted Payroll customers can access Guideline 401(k).
• Sign-in to QuickBooks Desktop as the Admin in then sign-in to Intuit
Account to be access and sign-up for Guideline 401(k) retirement
plan.
• Revamped the employee center experience, making it easier for you to
enter required
info for your employees. 
• Updated employee info page and discovery items to help you identify
incomplete employee profiles and understand benefits of complete
employee profiles.
Inventory changes• Onboard and modify item categories at scale with
Categories in Add/Edit multiple list entries, along with the
copy-paste from excel.
• Understand the value of the Categories with a new
Welcome screen.
• Category Center re-named as Category List, similar to
Item List.
Web-connector
changes		• New pref type umpnotneeded added to consent
screen. This option turns off the unattended
access option in the consent screen, to give
developers the option to integrate the app and
perform data sync only when QuickBooks is up
and running.
Inventory
  • Manage your inventory with a category list view. Move multiple items and use categories in Find and Select items and in reports. Note: Categories feature will be available for Release 3 (R3) or later only and no longer in R1.
  • View the Expiration Status report. Filter on expiration dates of item lot or serial numbers.
Intercompany transactions
  • Use date-range filters in Intercompany dashboard and Reports.
  • Edit an Intercompany General Journal entry for all fields except amount and account.
  • Change default due-to-account when you approve Intercompany transactions.
Cash Flow Hub

Included direct connect banks in All accounts of Cash Flow hub. Added a wide range of banks to track balances in one place.
1099 changes Changed the year placement on the new 1099 NEC & MISC forms. Added changes to FATCA filing box number and the subsequent box numbers on the 1099 MISC form as per IRS requirements.
View-only mode Find out more about view-only mode for QuickBooks Desktop post subscription expiration or cancelation.
Money Transmission License (MTL) Payments compliance Payment Receipts generated after Online Payment Processing are now MTL compliant. Receipts now display MTL specific fields and disclosures such as Payment Amount, Total Amount, Date of Transaction, Payment Method and Auth Code.
Issue Fixes
  • Inventory Valuation Summary Report works with the Software Developer Kit API.
  • Invoices support the price rule on an item with a sales price of $10,000 or more.
  • KeyBoard Shortcut Enter opens a company file from No Company Open screen.

Inventory

  • Manage your inventory with a new category list view. Move multiple items and use categories in Find and Select items and in reports.
    Note: Categories feature will be available for Release 3 (R3) or later only and no longer in R1.
  • View the new Expiration Status report. Filter on expiration dates of item lot or serial numbers.

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