Intermittent Yahoo email delivery issues

Posted April 11, 2014 by Paige
Categories: Uncategorized

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.

Thanks,
QBO Team

Feedback:
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

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.

Keyboard shortcuts and other ways to speed things up

Posted March 24, 2014 by Paige
Categories: Tips & Tricks

Tags:

You want it fast? Leverage keyboard shortcuts. They’re the quickest way to navigate QuickBooks so you can get in and out and back to business.

These are the shortcuts that the team has built into the new QuickBooks so far:

To pull up a list view of all your shortcuts, press [ctrl]+[alt or option]+[/ or ?] simultaneously.

We’re making transaction entry faster in other ways, too. Here are a few other changes you should see soon:

  • your last action (like save and new or save and close) will become the primary action the next time you need to use it
  • you’ll be able to tab across form fields in sequential order

We hope these changes will help you enter transactions more quickly and easily. Got other ideas for shortcuts and speedy data entry? Let us know.

What’s New in QuickBooks: Banking

Posted January 23, 2014 by qbojen
Categories: Features, News, Product Management

Tags: , , ,

Here’s an update about our new Banking page—formerly Downloaded Transactions—coming in the newest, latest version of QuickBooks. We plan to have the new page available for our US customers in the next few days if you haven’t already been updated (Improvements for our customers outside the US are coming in the next few months.)   All of the functionality of the current Downloaded Transactions page is still available.  Some of these changes are small but they’ll have big impact in getting bank transactions in quickly and correctly.

Here’s what we’ve been working on:

Improved performance/iPad friendly.  We’ve rebuilt the page to use the latest user interface infrastructure.  This has two big advantages.   One is performance.  If you connected your bank or credit card, you’ll see much faster page loading. Our engineers say most folks will see page load times less than 2 seconds.  The second advantage – it makes the banking page iPad and iPhone browser friendly.  Soon you’ll be able to do all your DTX tasks on your tablet or phone browser.  We’re still working out a few bugs here but you can check it out once it’s available.

Accounts front and center. We moved accounts up near the top of the page and made key bits of info much more obvious.  Each account has its own “card,” which shows details like connection status, bank balance, QuickBooks balance, and number of new transactions.

 DTX Harmonized for blog

Expanded row instead of a Details tab. We heard from customers that the Details tab was covering up the row below.  Now, clicking a transaction expands its row, showing you details without covering up the next row (like the Details tab did). We also heard that for those of you who always enter in a Memo line, it was a real pain to have to click Details on every row.  Now it’s one click into the row instead of two.  

Expanded row picture

Easier transfers. We’ve made it simpler to label any bank transaction as a transfer. Just select the Transfer option within a transaction’s expanded row.  (Tip: Did you know that a transaction that pays off a credit card is a transfer in QuickBooks?  It’s transferring money from a checking/savings account to the credit card liability account.)

Transfer picture2

Two columns for amounts. We separated amounts into two columns: Spent and Received. If you’re like us, you sometimes have to think twice about what a negative number means. Two columns makes the money coming in and going out much more obvious. That’s a good thing.

Intuitive action buttons.  When you expand a row and select an option—add, match, transfer—the button at the end of the row smartly changes to match the action you selected—Add, Match, Transfer.

Expenses are expenses are expenses. We’ve done a better job analyzing electronic transactions to make sure expenses get added to QuickBooks as expenses rather than checks. Actual check transactions are still added as checks, of course.   Credit card transactions come in as expenses with credit card as the payment method.

Some big changes, some small changes.  Please, as always, give us feedback about them and how they work for you.   Stay tuned for more improvements to the Banking page in coming months to make it even faster to get the transactions into QBO.  If you have specific improvement requests, please use our User Voice to put in suggestions and vote on existing suggestions. Be sure to use our new Banking category to label the idea so we can easily sort it out.

Just starting out with bank feeds?

Not using bank feeds? Haven’t connected an account yet? Connecting can save you tons of time. When you download bank or credit card data, there’s no need to enter expenses manually or do a big month-end reconciliation. QuickBooks pulls in the data nightly for you. You just confirm and add the data or match to existing transactions and you’re done.  Nothing gets entered in your books without your approval.  We connect to over 16,000 banks worldwide and we’re adding more weekly.  If you don’t see your bank when add a connection, you can put in a request for us to add it.

Here are a few more tips for those just starting with bank feeds.

  • We recommend connecting both your bank and credit card.  You’ll save more time this way.  You can also connect your Paypal account.
  •  If you can’t connect to your bank (either because we don’t have it or a connection issue) you can still get data in by doing a File Upload.  We support uploading of OFX and QIF file types.  You’ll now see the File Upload option under the Update button in the top right.
  • When you first pull in your data, you may have a lot reviewing and categorizing to do.  This will get easier over time because we’ll remember the category you gave a customer/vendor from the previous time. You can also always use the checkboxes to select multiple transactions and use the batch actions button to categorize or accept in bulk!
  • For connection issues and resolution, look to our help topics and community for help.  There are great articles on  how to get connected and common error codes.  In addition, community experts and support reps can often help on the community forum.  And of course our support team is always available to help.

Not seeing this version yet?

These features are in the new version of QBO today, but for those of you who started out on the previous version of QBO, we are moving those companies to the new version over time. Our goal is to ensure a smooth transition for every customer. With over 500K companies on QBO, that is a tall order! See this post for more details: https://community.intuit.com/questions/791220-how-do-i-switch-to-the-new-version-of-qbo?jump_to=answer_1832181 For a better understanding of why all these changes were made check out our previous blog article outlining details around the changes: What’s changed in QuickBooks. QuickBooks loves saving you time and getting you paid faster and we hope this overview helps get you started. If you have additional questions on using QuickBooks Online please visit our Live Community where you can quickly get answers to all your accounting questions.

Join the “geeks” and learn more about the New QuickBooks…

Posted January 21, 2014 by aimeecharlton
Categories: Events

Our geeks are standing by. Come join the fun!

Our geeks are standing by. Come join the fun!

On Jan 23, dedicated QuickBooks experts (our geeks) will be answering questions about the new QuickBooks. Join our online Intuit Community event and we’ll help you:

  • Find and use all your favorite QuickBooks features
  • Get grounded and familiar with the new look
  • Discover new features and improvements

Just submit a question, tag it with “update2newqb”, and experts will be online to quickly respond. Oh, and did we mention, register and attend the “Update to the new QuickBooks” Intuit Community event, and you’ll automatically be entered to win a FREE iPad2? Register now for a chance at an iPad! ›  On the day of the event (Jan 23rd, between 9am – 1pm PST):

  1. Go to the community and sign in. Use the same credentials you do when signing in to your QBO company.  Or if you’ve created a unique profile for community, sign in as you normally would.
  2. Click the Submit your question button at the bottom of the page.
  3. Make sure the appropriate QuickBooks Online product is selected.
  4. If you’re not sure which topic your question applies to, no big deal, selecting a topic is optional.
  5. Give us as many details about your question as you can in the Add more details section.
  6. Important: In the Add tags section, make sure “update2newqb” is listed so our experts can find it quickly to provide an answer.

Hope to see you there!

* No purchase necessary. Odds of winning depend on number of people who register.One registration per person allowed. The winner will be contacted using the registration information.

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