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Recent changes, improvements, and fixes in QuickBooks Desktop 2017

Check out the latest changes, improvements, and fixes in QuickBooks Desktop Pro 2017, QuickBooks Desktop Premier 2017, and QuickBooks Desktop Enterprise 17.0.

The latest release (one with the highest number) includes all changes from previous releases. This article only contains release notes for QuickBooks Desktop 2017, so if you're using a different version, you may check the following:

Release 15 (R15) - December 2019

What's important about Release 15?

  • Updates for 2020 payroll compliance
US Federal W-4 2020
  • QuickBooks Payroll now supports the new 2020 W-4 as well as continuing to support the 2019 and prior W-4.
Payroll Reports 
  • You can now generate reports for State Mandated Retirement deductions for Oregon, Illinois and California.
US Payroll Compliance
  • Payroll has been updated to ensure continued compliance with United States payroll tax laws.
Payroll Status for Direct Deposit 
  • View the detailed status of direct deposit payroll without have to check emails or call CARE
Payroll Status for Direct Deposit 
  • View the detailed status of direct deposit payroll without have to check emails or call CARE
Bug Fixes
  • Fixed an issue which showed incorrect results in the income or bill tracker when attempting to filter transactions by 'Last Fiscal YTD'.
  • Resolved issue preventing you from modifying contacts after you  convert a lead into a customer

Release 14 (R14)

What’s important about Release 14?

  • Updates to Payroll compliance
Payroll Compliance For Payroll users in the following states
  • Indiana (except Assisted): You're now able to set up your employees' State Occupational Code(SOC) as seasonal and file State Unemployment Income (SUI) quarterly using the XLT tool.
  • Maine: You can now set up your employees' SOC as seasonal.
  • Washington: You can now identify and correct Paid Family Medical Leave (PFML) discrepancies before quarterly filing.
Find File  Easily find and open your company files with the addition of a file search option on the No company open screen.
Bug Fixes
  • Fixed the issue where the total Amount changes when you Print after selecting recalculate.
  • Fixed Payments Login icon issue when emailing an invoice.
  • Fixed the issue where an error page displays when a user without Realm Access clicks on Customers - Link Payment Service to Company File.

What’s important about Release 13?

  • Change in QuickBooks File Manager password reset
QuickBooks File Manager Password Reset
  • You now need to use license information instead of challenge questions to reset your password.
Journal entry warning message
  • You will see a warning message if you include an Accounts Receivable/ Accounts Payable account and it is not on the first line, or if the first line is blank.
Inventory Adjustment
  • You'll see a warning message if an incorrect Inventory Adjustment account is used (such as the actual inventory account).
Discount accounts
  • You can no longer select asset, liability, equity or credit card accounts when applying discounts
Credit memo issue
  • Resolved the issue that was causing the balance sheet to be out of balance when using an expense account in a credit memo line item.
Opening Company File
  • You can now open converted QBMac 2016 files without QuickBooks crashing
Bug Fixes
  • Fixed the issue where the Inventory Valuation Summary report was showing twice the quantity on hand when selected "All sites".

What’s important about Release 12?

  • Payroll compliance and onboarding
  • Self Help experience
  • TSheets integration
Accountant's Copy File Transfer
  • We've made improvements to the ACFT experience for better collaboration with accountants.
Easy Upgrade
  • You can now easily upgrade your software to a newer version from within your existing QuickBooks. No additional downloads required.
Payroll Compliance
  • QBDT Payroll products are completely compliant with US tax laws giving you complete confidence that you are paying your employees right.
Payroll Onboarding
  • We've incorporated a simpler and faster in-product Payroll purchase experience.After purchase, you can easily onboard to QuickBooks Desktop Payroll. With ‘Express Setup’ option, you can quickly add your employees, set up their pay and benefits and run your first payroll.
Payroll Reports
  • You can now generate State Mandated Retirement reports for states that require reporting of retirements deductions from each employee’s paycheck.
Self Help
  • Improved discovery of content and Intuit support channels in the help panel.
  • Integrate your TSheets account directly from within QuickBooks with an updated integration method. Set up a TSheets account directly within QuickBooks before integrating.

What's important about Release 11?

  • Improved messaging and fixes for common error scenarios in Bank Feeds
  • Troubleshoot and fix errors related to saving forms as pdf or printing them
Bank Feeds
  • Fixed! Issues with Online Bill Payment date not updating as expected when edited on the fly from the Bank Feeds window.
  • Better messaging for email setup in QuickBooks.
  • There is now improved messaging for selected errors (ex: subscription lapse) with a clear call to action for customers.
Forms and PDF
  • Users will see a Troubleshoot button for error messages for Running Print PDF Repair Tool in case of the Print PDF error.
  • Improved stability of invoice form and prevent freezing of QuickBooks on computers with MS Outlook installed.

What's important about Release 10?

  • One-time setup for Capital One in Bank Feeds
  • Fixed an issue that caused error 80029c4a
  • Security enhancement for payroll
Bank Feeds
  • All users who use Capital One for their bank feeds will have to perform a one-time setup of bank feeds for continued usage. This is required to utilize upgraded technology mandated by Capital One.
  • Fixed error 194 by ensuring routing numbers are always comprised of 9 digits.
  • Fixed the intermittent crash seen while deactivating and re-setting an Express Web Connect bank account.
  • Fixed an issue that caused error 80029c4a to be displayed when opening QuickBooks after installing a release update.
  • All first time users of QuickBooks Desktop Payments who have never sent an e-invoice to their customers, will be shown a reminder to send e-invoices after every 7th invoice emailed.
  • Users will be prompted for their Direct Deposit pin as part of a security enhancement for changing the bank account number of their employees or vendors.
  • Fixed an issue where employee received another employees pay stub by error and was able to open with their password.

What’s important about Release 9?

  • Bank Feeds
  • Update error 80029c4a
Bank Feeds
  • Fixed error 194 by ensuring routing numbers are always comprised of 9 digits
  • Fixed an issue that caused error 80029c4a to be displayed while opening QuickBooks after installing a release update

What’s important about Release 8?

  • 1099
  • Bank Feeds
  • Stability
  • Update to latest 1099 Compliance changes from IRS for Tax Filing. Support for a new functionality in the 1099-Misc forms printing wizard in the Vendor Center to enter State tax withheld and Payer's State ID with verification only for two states (WI and NJ). In an upcoming release, these form elements will also be written into the company file to retain for later use.
  • Fixed an issue that would cause QuickBooks to crash when opening the Inventory Center.
  • Fixed an issue with exporting of Transaction Detail report when adding Ship To columns.
  • Fixed a crash while exporting a report to an existing excel sheet which is in use
  • Fixed an issue while saving an invoice after copy pasting any billable items.
Keyboard Shortcuts
  • Fixed an issue with the shortcut for copy and paste a line
Bank Feeds
  • Starting December 19, 2017, Capital One bank will discontinue support for the Direct Connect service. Express Web Connect service will replace Direct Connect and the impact will extend to loss of Bill Pay functionality in addition to statement download. Instructions to switch from Direct Connect to Express Web Connect in is available here.
  • Fixed an issue with QuickBooks crashing when a user upgrades a company file, processes a credit card and E-Check transactions, then closes company File
User Interface
  • Corrected the KB article link displayed on Balance Sheet Out of Balance warning dialog.

What’s important about Release 7?

  • QuickBooks File Manager
  • Quick Startup
  • Email Fixes
  • E-Invoicing
QuickBooks File Manager
  • If QFM 2017 is installed along with QFM 2016 or below, then upon launch of QFM 2017, users will be prompted to continue using it going forward.
  • If QuickBooks is launched without any company file open, then QFM 2017 will open a secondary instance of QuickBooks.
  • The setting Keep QuickBooks running for quick startups has been removed. Users who enabled this setting in QBDT 2017 will no longer have QuickBooks running in the background.
  • Fixed an issue that was incorrectly marking Batch Invoices emailed and sent.
  • Fixed an issue that was causing Outlook 2013 not to be available as an email option.
  • Fixed an issue that was causing pay link failure in e-Invoicing for Payments customers.

Release 5 (R5)

What’s important about Release 5?

  • Install support for MS Small Business Server 2011
  • Managing Complex Password
Company file creation
  • Fixed a bug that caused a login to fail during company file creation for Payments.
Find a Local QuickBooks expert
  • Users should no longer get a blank white page when they click Find A Local QuickBooks Expert from the Help menu.
  • Corrected a spelling error in the Edit Assembly item window.
Managing Complex Password
  • Users now have the option to log in into a Company File without having to enter username and password every time. Users only have to login with their username and password once every few days and can open the Company File or switch to a Company File without having to enter username and password, as long as they are using the same Windows user account. Users have to enter username and password again only if they have explicitly logged off from the Company File or when the login period has expired. Users selecting this new option must safeguard their computers and Windows accounts in order to ensure that their Company Files are protected. Note that this option will only apply to Client Company Files where Credit Card Protection is NOT enabled.
  • This option will not be available by default in a Company File. The Company File’s Admin/Owner can enable this feature for all users by setting a Company Preference:
    • For Desktop Pro/Prem customers: Go to Company > Setup Users and Passwords > Manage Login Settings
    • For Desktop Enterprise customers: Go to Company > Users > Manage Login Settings
    • For all customers: Go to Edit > Preferences > General > Company Preferences
  • For more information, see QuickBooks Desktop Sign-In options (Managing Complex Password).
MS Small Business Server 2011
  • Install support for Microsoft Small Business Server 2011 is now included.
QuickBooks Help
  • Fixed an issue that caused QuickBooks Help to crash during concurrent remote sessions for same windows user.

What's important about Release 4?

  • Scheduled Reports enhancements
  • 1099 E-filing
  • Bank Feeds
1099 Misc E-filing
  • Enable customers to use, Intuit’s preferred e-filing partner
Bank Feeds
  • Bank feeds users (Direct and Web Connect) in the Express Mode are now able to add transactions by using the Action, Batch Action, and Create new buttons
  • Users can edit certain bank feeds reconciliation rules if the original rule has incorrect/corrupted parameters
  • “Add Transaction” message prompt is no longer shown incorrectly to users of bank feeds when there are no pending transactions
  • Updated messaging when a user aborts a “Quick add” bank feeds transaction to guide users from inadvertent data loss
  • Introduced a user alert in bank feeds when a user is trying to Quick Add/Add More details to one specific transaction without saving the other current transaction details
Online Bill Pay
  • Fixed the issue about sending bill payment for a huge amount ($42million) which is not logged properly in OFX
  • Added support for Microsoft Small Business Server 2011 (Service Pack 1)
  • Desktop merchants customer can now pay eInvoice partial payment on intuit payment site
QuickBooks Help
  • Fixed issues that caused QuickBooks Desktop Help to crash when using in offline mode or when being accessed by multiple users
Scheduled Reports Simplified schedule creation process
  • Removed conflict with the “Run QB in the background” setting; users can create schedules regardless of the value of this setting
  • Allows users without Windows Admins rights to create schedules

Enhanced messaging

  • Scheduled report center provides detailed status of each schedule including details of errors if the scheduled report was not sent
  • Improved messaging about the feature including a warning if a conflicting UAC level is detected
Search As You Type
  • Fixed a bug that prevented navigating through search results when the second keyword from a multi-word search string resulted in a match
Show Filter
  • Filters that have been applied to a report are now shown on the printed report

What's important about Release 3?

  • Scheduled Reports enhancements
  • SDK now supports Multi SKU
  • Fixed an issue with Quicken conversion
  • After installing QuickBooks, customers can select an existing Intuit account to auto-fill their details during the web registration process
  • Intuit Data Protect and Field Service Management customers may not see their app icons on the ‘My Company’ screen.
  • Customers may need to login when they access Intuit Data Protect and Field Service Management.
  • To prevent future login issues, QuickBooks will enable customers to verify and update their email addresses.
Quicken Conversion
  • Fixed and issue for Quicken relating to QB Crash and Converter tool.
Scheduled Reports
  • Enhancements made to support using “Scheduled reports” for multiple editions of QuickBooks (from the 2017 release) installed on the same machine.
  • Proactive and dynamic messaging to guide users while they create schedules for sending reports. This includes detecting any conflicting settings/permissions and messaging the same to the user before they create schedules.
  • SDK now supports Multi SKU and to leverage this feature SDK developers can use "QBXMLRP2.DLL and QBInstanceFinder.DLL” from this release.
  • Multi SKU support is enabled by exposing a new method “BeginSession2” in interface “IRequestProcessor6”.

What's important about Release 1?

  • Ability to copy/paste line in timesheets
  • Support for High Resolution Monitors
  • Support only IE 11 (not Edge) in QuickBooks Desktop for Windows 2017
  • Fixed:
    • Memorized transaction list shows blank when filtering for frequency.
    • Scheduled backups on a workstation would not complete.
    • Users with limited or no access could change company general preferences.
  • New features:
    • Deleted users show on reports
    • Deposit notification
    • Easier amount search
    • Enhanced selection of filters
    • Improved Multi-user mode
    • New Search types
    • Search as you type
    • Scheduled Reports
    • Show applied filters on Reports
    • Track Credit Card Status
Deleted users on reports
  • You can now see users that you deleted on all reports by username, you will no longer see “unknown” as the user.
  • This will allow you to see the deleted users prior to 2017, going back to 2014.
Deposit notification
  • The Banking section of your QuickBooks Desktop Home Screen will now show you a red notification for waiting deposits.
Easier amount search
  • You can now use In-Between Amount Search to filter amount ranges in reports, find, and transactions.
Enhanced selection of filters
  • The User Interface of the improved selection of multiple names will allow you to select multiple names like Customers, Item, Vendor or Account Filter. This allows you to easily select, de-select names and find individual names.
Improved Multi-user mode
  • You can now see who is logged in and give them time to save work.
  • Quickly coordinate the right time to switch between Single and Multi user mode real-time chat between users in QuickBooks Messenger.
New Search types
  • New filters added: Customer Type and Vendor Type.
Search as you type
  • This new feature allows you to start typing in any field and see all possible matches. This feature looks at the first few letters of a word. For instance, “A1 Customer Storage Shed” you are able to type the following and it will find those things that match: A1, Customer, Storage, Shed. A space must be included in order for this feature to recognize a word. If you have “A1CustomerStorage Shed” you will be able to search A1 or Shed and come up with matches, it will not find matches for customer or storage in this case. When matches are found using the first word as the search, you are able to use the down arrow to go through the list; however when searching using a second word and no first word items match, then you will not be able to use the arrow, it will stay on "Add New". You will be able to use the mouse to navigate to the item that needs to be selected.
Scheduled Reports
  • You can now set up a schedule to automatically e-mail memorized reports. Choose the time of day and the frequency on which to send the report and QuickBooks Desktop will do the rest for you.
Show applied filters on Reports
  • You can now quickly view all applied filters on a report. Just click the Show button and QuickBooks will display all of your filters. You can also print off the applied filters. Just set the Applied Filters to Show and your filters will be included on the last page of the report.
Track Credit Card Status
  • Now you can see when a credit card charge has been reconciled with a “Cleared” stamp right on the transaction.

This notice is provided as a convenience for our customers and is not intended to supplement, modify, or extend the Intuit software license agreement between Intuit and the customer for any Intuit product or service.

Product updates can be downloaded through the program or from this site.

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