Archive for the ‘News’ category

The QuickBooks blog has moved!

June 13, 2014

As of June 13, the QuickBooks blog has moved to qboblog.com.

This blog will no longer be updated.

While we get up and running, there may be some hiccups here and there. As always, if you need help, we have a variety of options on our new links page.

We look forward to seeing you at our new digs!

What’s new in QuickBooks: May 2014

May 23, 2014

[Quick note: As of June 13, the QuickBooks blog has moved to qboblog.com. Follow us there!]

quickbooks-private-mode

 

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!

What’s New in QuickBooks: Banking

January 23, 2014

[Quick note: As of June 13, the QuickBooks blog has moved to qboblog.com. Follow us there!]

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.

What’s changed in the new QuickBooks (Part 1)

November 18, 2013

[Quick note: As of June 13, the QuickBooks blog has moved to qboblog.com. Follow us there!]

The new QuickBooks Online has gone through quite a few changes. As with any product (or company for that matter), it is always hard to incorporate all of the feedback given to us by our customers. In order to prioritize what we implemented next we launched our feedback portal about a year ago. You can go to feedback.qbo.intuit.com and suggest the features you want next or vote on the ones that matter to you. The last year has been spent building a product based on this feedback.

In this post we will talk about the high level / infrastructural changes to the new QBO. We start with these, but by no means are they the only things changed. With all the improvements we have put in place there is a lot of awesome stuff to talk about and share with you. We will be releasing weekly blog posts over the next few months to talk about specific areas and accounting workflows. From the previous two blog posts we have heard some criticism about our UI changes, but hopefully this and future blog posts should help our customers understand the scope of the changes we made and how we ended up incorporating some of your feedback.

First, why a new user interface? I wanted features.

Since the launch of our feedback portal (feedback.qbo.intuit.com), we have gotten a large amount of feedback that required drastic changes to QBO. QBO was first implemented more than 10 years ago and over time it has accumulated a lot of code – quite like a big machine with lots of moving parts. Making changes for new features was increasing the code complexity, it’s maintainability and thus increasing the turn around time for bug fixes and new features. A small change in one part of the product started to destabilize another part.

Since the UI (user interface) was originally written so long ago and just added to since then, it’s now showing its age in modern browsers. Since its original inception there hasn’t been a change to its architecture. Every now and then our customers get affected by browser bugs. In fact just recently we have come across yet another bug causing an issue for our Safari users. And there have been a lot more in the past. While such bugs can never be eliminated completely due to the rapid release of modern browsers, they definitely can be reduced by revamping our code base. The more time we spend in fixing such issues, the less we get to spend on feature development. A UI architecture change was needed to modernize the app as web technologies have evolved quite a bit in the last few years.

Our primary task was to upgrade the app’s UI infrastructure to take advantage of modern web technologies for performance, faster feature development, faster bug fixing and overall maintainability. Upgrading to modern web technologies has customer usability benefits (beyond getting your desired feature implemented faster), a few of which you will read below in this blog post. And now that we have a much cleaner platform to work upon, many developers can implement your feedback faster than before.

Along the way we also revamped the app’s visual design to make it a lot more consistent across the product. The design change was a parallel effort to the infrastructure change and was an effort to modernize the look and feel of the product. Even though QBO is an accounting app, it can be made cleaner and simpler for the vast majority of our customer base that is not coming from an accounting background. For those already familiar with the old UI, we do understand it’s a big change, but we are hopeful that eventually you will get used to it just like you did for our old product, and probably much faster. Of course when people see pictures of the new product, it mostly shows visual changes and not everything that’s changed underneath, so keep an eye on this blog to learn more about those.

And now, the changes…

Below are the most noticeable changes to the product overall. In the next few blog posts we will do a deep dive into specific changes to accounting workflow areas.

Design

As you have already seen (and read), QBO is sporting a brand new look and feel. This design and color scheme is being adopted not just for QBO but also for all connected Intuit provided apps and services, including payroll and payments. With a similar design across the QBO ecosystem, we expect our users to have a more fluid experience when interacting with our different products. And hopefully this should help minimize the time to learn the UI for another intuit product that integrates with QBO. Integrated payroll should not look like it was written by another company. Likewise the new colors should also be easier on the eyes, feedback users have given us in the past.

Menus and navigation

As you may have noticed from pictures, the navigation system has changed significantly. We no longer have the top horizontal navigation system. It was causing issues as users could not reach certain menu items without trying the second time. Hovering was flaky. It was especially hard on computers with touchpads instead of mice. Since vertical mouse tracking is naturally easier to do, our new primary navigation is now vertically on the left. The secondary navigation is on the top under various menus. Unnecessary hover states have been removed so the menu doesn’t disappear just because the mouse cursor accidentally went off it. Customer, Vendor, Employee and transactions oriented workflows can be accessed via the left hand navigation.

Creating of new transactions can now all be accessed from a single place – by clicking the + on top. Having this one-stop button to create all transactions will prevent users from wasting time to hunt around for a particular transaction to create – something our current QBO menu system is notorious for as transaction creation is distributed under different menu items. Eg, to create a bill for a vendor you had to go under the Vendors menu but to write a check to pay off that vendor bill you had to go under the banking menu. Why couldn’t they all be next to each other for easy access? We think it’s incredibly powerful that you can create any transaction you want from any page on the product.

create

Company settings, lists and other areas can be accessed via the company / gear on the top right. Again, we have tried to reduce the number of different menus so that you aren’t hunting around for stuff.

settings

Simple and distinct browser URLs

Currently in QBO, the URLs look something like https://qbo.intuit.com/c1/v66/123456789/frameset. This URL remains static irrespective of whatever page you are on and looks exactly the same for every page within QBO. The issue with this is that it makes it impossible to properly bookmark it in the browser. There is no intuitive linking between the page url and the actual page you are on.

This issue is now solved in the new QBO. URLs are not only distinct, but they are much smaller and let you know exactly what page you are on. For example, the URL for an invoice is  https://qbo.intuit.com/app/invoice and the URL for the customer center is https://qbo.intuit.com/app/customers. You can now bookmark these pages in the browser and easily navigate to exactly where you need to using them (you will need to be logged in). This will help those users who like visiting certain pages quite often that would normally require additional clicks to get to.

Bookmarks

Likewise, you can easily communicate to other users in your company, your accountant and customer support agents where you are in the product just based on the URL. This should save some time and be less confusing than before. Due to these changes, we will also end up fixing another issue raised often in the feedback. And it should make those users happy who missed the old “shortcuts” feature that QBO once had.

(Note: Currently you may see the URLs having a /cNUMBER/ in them, this will be removed soon)

Multi-window behavior

One big customer feedback was making QBO work better when opened in multiple browser tabs. We have made some improvements in this area too. First you will notice that every navigation point (something you can click on to go a different page) is now a simple URL. Left menu items, top menu items, certain blue colored links on the page etc. Which means you can just right click any of them and open in a new tab or window. Likewise you can CTRL / CMD + click too, to open that page in a new tab. This is very much like other websites on the web and something you could not do in the old QBO.

Screen Shot 2013-10-27 at 2.56.53 PM

Secondly, when working in certain areas you should see data sync between the tabs. So if you had the customer center open in one tab, and you added a new invoice in the other tab, the customer center should automatically refresh with the new data. You no longer have to manually refresh the browser in such scenarios to see updated data. Likewise adding a new customer or product in one tab, it should be available in the other tabs without a refresh.

Transaction view

When creating a new transaction, you will notice that it comes over / on-top of whatever (non-transaction) page you were previously working on. So that once you finish creating it, you are returned to the previous page. For example if you were on the customer center and are creating an invoice for a particular customer, then on save (or cancel) of that invoice you will be taken right back to the customer center that is now refreshed with the transaction you just created. The frustration of saving a transaction and navigating away somewhere no longer exists.

There was lots of feedback around being forced to scroll all the way down the transaction too often to save. The buttons on the transaction page are now much more accessible than before even if you scroll the page. You no longer have to go hunting for them by scrolling to the bottom of the screen, they are always stuck to the bottom. All the save options are always in the same place at the bottom of the transaction as well as a More button that contains any additional actions you may need.

Copying a transaction

In the current QBO we only allowed copying an Estimate or Invoice. In the new QBO, we now allow users to copy most transactions. You can just open an existing transaction and click the copy link to create a duplicate of that. As before, this duplicate is still not saved to the system, so you can modify it before saving. This should help those users who like replicating transactions on the fly and aren’t using the recurring transaction feature.

Screen Shot 2013-11-07 at 8.13.10 AM

Draft state

This is something you will see soon, and is a work in progress. Lets assume you are creating an invoice for a customer that has some pending charges, and you have already filled out some details on the invoice form. Say you have filled out a detail line item or two. But now you need to see the details of that charge before you add it to this invoice. In the current QBO, if you clicked on a link for that charge, you would end up loosing any data you just entered on the invoice form. But in the new QBO this will not be the case. You could navigate away to that charge’s page, and then come back (press cancel or the browser back button) to the invoice and still see your prior entered data in there. Thus you can start where you left off. This should help those customers who have given us feedback about how their changes get lost when they navigate away after entering some data on our transaction forms. (Of course this use case could also now be solved by just right clicking that charge and opening it in a new tab, as shown above.)

Support for high resolution displays

Users have given us some feedback regarding visual artifacts in QBO on high resolution displays (like the newer retina macbooks). As more of these devices get adopted and start becoming a norm, we had to change the UI to render properly on them. Visual artifacts don’t look great, and can be considered as bugs. The new layout and images in the product should now scale better than before on such displays. The icons should look very crisp.

Performance

(As always, performance is relatively measured and will depend on your connection and system specs.)

Performance was one of the primary reasons for investing in a new UI infrastructure. It is something that most users expect to improve over time, and something not everyone asks for explicitly (just like security). Most folks expect it to improve automatically or stay the same, but never degrade. Similar reasons why people upgrade their computers, software, devices etc. over time.

The new QBO is now a single page application. This means that as a user you will get a better experience when navigating around the app. In a typical accounting workflow, you navigate from page to page a lot. Homepage to the customer center, to an invoice, to maybe the receive payments page etc. When going through pages like that, in the old QBO the entire screen refreshes and users see a white flash for a brief time span. Slower connections see it for longer and can give the impression of the page being stuck. In the new QBO you will no longer see this and your browsing experience will be a lot more fluid, instantaneous in some cases. You will notice only those parts of the page change, that actually need changing. For example, the menus should not need continuous reloading, they don’t magically change. But in the old QBO they still are loaded every time you go to a new page. This performance improvement should make those customers happy who gave us feedback wanting QBO to be as fast as the desktop version. Well it is closer to that now if not all the way there.

Another improvement to performance comes as a result of reducing network traffic – data transfer over the wire. Currently in QBO every time you navigate to a page, we not only send your accounting data over the wire, but also the entire UI for that page. So if you go to an invoice page more than once, you get the entire UI for that invoice every time. This is highly redundant as the invoice UI is quite static and we weren’t making good use of browser caching. We have now architected the frontend UI to be isolated from your user data. The entire UI is now served from faster content delivery networks (that may be a lot closer to you physically than Intuit’s own data centers) and once you have the UI cached locally, your browser never fetches it again until the next QBO release. The only thing that now goes over the wire back and forth to Intuit’s servers, is your user and accounting data. This reduction of data transfer will help people on lower bandwidth and/or higher latency connections like on 3G or LTE. This will also improve the app’s responsiveness and load time for everyone.

To give you an example, see the screenshot below. I logged in, landed on the homepage/dashboard and then clicked to create a new invoice. The image will show how many requests were made to load that invoice page and how much data was transferred. For the new QBO, the number of network requests can be counted on one hand, but not so much for the old QBO which is about 50 requests. Likewise only a small amount of data was transferred – approx. 3KB for the new QBO vs approx. 30KB for the old. Also, if this was a first time visit, my cache would not have been primed and all the cached requests would have been additional data over the wire.

network

Lastly, on a more technical note, some parts of the UI now also take advantage of the GPU (Graphics Processing Unit – your device’s graphics/video processor) via GPU Accelerated Compositing. We are also relying a lot more on CSS animations using @keyframes. These changes should make certain things like scrolling and animations more fluid and reduce lag.

Removal of Popups

There was a lot of negative feedback from users regarding window based popups in QBO. Folks are forced to enable popup blocking to get QBO to function and if somehow a popup got blocked, the app would freeze giving the impression that something broke or QBO went down. Users then would try to close and re-open the browser, press refresh multiple times or even call support as they were lost and unable to proceed further. Popups give a bad experience to web applications. With the new QBO we have eliminated window based popups on all the upgraded pages which should make our users happy. You will no longer get a plethora of popups filling up your screen. We firmly believe that popups make babies cry. For the few pages that are still reminiscent of the old version, they will be upgraded soon for a fully popup-free QBO experience.

…and finally tablet browser access

The biggest customer feedback we have gotten in the last couple of years was accessing the full QBO website on the tablet browser. Because of the performance improvements mentioned above as well as removal of popups, the new QBO is now accessible via mobile Safari on iOS, Chrome on Android and IE on the Surface. Just go to https://qbo.intuit.com in your tablet’s browser as your would in your desktop browser. While we still have certain issues to iron out, specifically related to data entry, the read only pages should work relatively well. Since this is a work in progress, the tablet browsing experience will become better over time as we continue to put effort in this area.

 (Note: Some pages within QBO will still not be accessible on a mobile browser as they are still being ported over to the new UI infrastructure. Eventually we expect all pages to be accessible. Also, we still have native apps that can be installed from either the Apple app store or Google Play store.)

Summary of more changes

So those were our few high level changes to the entire app. As mentioned before, over the next few months we will talk more in depth about changes to specific areas like

  • the new homepage
  • the activity feed
  • the new customer and vendor centers
  • changes to invoicing and other transactions
  • better payments integration
  • invoice customization
  • attachments / document manager
  • online banking
  • improved search functionality
  • bounced email notifications
  • accountant collaboration
  • square integration
  • online invoices
  • etc.

Below are some work in progress screenshots of the above. Keep an eye out on this blog to learn more about these in the near future!

FAQs

For FAQs, please checkout our prior blog post.

Test drive

https://qbo.intuit.com/redir/testdrive

Here’s what to expect from the new QuickBooks

November 2, 2013

[Quick note: As of June 13, the QuickBooks blog has moved to qboblog.com. Follow us there!]

Nov 19th Update: Click here for more information about the changes in the new QBO.

Thanks to everyone who commented on our previous post about updates we are making in QuickBooks Online. Here’s a bit more detail about how we approached the changes, with answers to some of the questions you asked.

In August, we rolled out a significant change to QuickBooks Online to new customers. Why?  Well, over the years, we’ve been adding features to QuickBooks Online to address your needs. However as QuickBooks Online grew, so did its complexity. A year ago, after pouring through all your feedback, we sat down and started with a clean sheet of paper. How can we simplify QuickBooks Online—while maintaining all the features you’ve come to know and love? After all, you depend on us to run your business.

We had several goals in mind. Build a simpler, cleaner QuickBooks Online that is intuitive and easy to navigate and use. Group commonly used features so that common workflows, such as creating invoices, can be done quickly and efficiently. Simplify the navigation, but let you do more from each page without having to leave your current task. And above all, make it fast—make it lightning fast!

We drew inspiration from many of the consumer products and apps you already use in your daily life. Checkout the feed on the homepage. Your history, transactions, and notice are conveniently available from the home page.  And the new transaction button – no matter where you are in QuickBooks Online, you will now be one click away from creating an invoice, sales receipt and more.

We also redesigned the home page. It’s not just a place you go on the way to your final destination. We show you at a glance how your business is doing and what you should take care of now.

We’ve also made it easier for you to collaborate with your customers and your accountant. Taking credit-card payments and payroll are seamlessly integrated. And we’ve added new features like electronic invoicing that allow you to get paid faster. You can review the invoice with your customers, make any adjustments, and allow your customers to pay with just a few clicks.

What you see goes deeper than the pixels in your browser. We’ve rewritten our user interface using the latest web technologies that allow you to interact quickly and effortlessly from your computer, tablet, or phone. Yes, QuickBooks Online runs on your tablet, so you can take it on the go!

And, we’ve listened to your feedback and also improved many of the small things that you’ve been requesting. For example, adding time and charges to invoices is greatly improved. There are many more options for customizing your invoice, and it is faster and easier to preview your invoice before emailing.  We’ll cover more of these improvements in future blog posts.

So when will you see these changes? We are taking great care to ensure a smooth transition for all of our users. The new version will be rolled out in waves over the next several months, and when you’re eligible you’ll be able to update at a time YOU decide is convenient for you. When your account is ready you’ll get instructions via email, and we’ll also prompt you when you sign in. And we’re standing by if you’ve got any questions. We’ll also be sure to keep you posted here on this blog, so that you know exactly what to expect and when. (Discuss here)

When you’re ready to make the move, we’ll be here to help you make the transition. It’s a quick and easy one-step process that takes less than a minute, and your business information will be immediately available in the new, modern, easy-to-use experience. We’ve poured a ton of energy into QuickBooks Online and are super excited for you to get your hands on it – so we’ll stop here and let the product do the rest of the talking. Take a test drive with our sample company and let us know what you think! Stay tuned to this blog for more about the new and improved QuickBooks, and feel free to let us know what you’d like to hear more about.

Thanks, and enjoy!
QuickBooks Online Product Development

FAQs

When will I see these changes?

As mentioned above, this new version will be rolled out in waves over the next several months, and when you’re eligible you’ll be able to update at a time you decide is convenient for you. When your account is ready you’ll get instructions via email, and we’ll also prompt you when you sign in. We have an ongoing discussion about this here.

Has this new experience been thoroughly tested?

Yes, we’ve gone through a thorough and rigorous testing process, and taking advantage of feedback from small business users and accountants. If we find or hear about anything we need to address, our new system lets us move even faster to improve your experience and add the new capabilities you want.

Can I see it before I switch my account over?

Absolutely. Here is a link to test drive a company with sample data in it – https://qbo.intuit.com/redir/testdrive

I like the new designs – what are you doing to improve product uptime?

This is also a top priority for us, and we’ve been working on both in parallel. We’ve added a new data center and have made other changes that have helped us achieve a 99.9% uptime in 2013. We know that this is very important to you, so will continue to work hard to ensure world-class availability. 

What do these changes mean for other services I use, like Payroll and Payments?

We’ve integrated how you can take payments within your common QuickBooks tasks. We’ve also made payroll easier to navigate and provided more insight along the way. And don’t worry – all of your existing transactions and paychecks will be there.

Will this new version cost more?

Absolutely not, if you are currently paying for QuickBooks Online your current price will stay the same or be less after the update.

But I just learned the old QuickBooks Online!

Don’t worry, the new experience packs the same great features in a new design that makes tasks easier and faster to complete. The result is a simple experience that will be instantly familiar and easy to learn. However, if you have any questions we’re here to help guide you -

https://community.intuit.com

https://support.qbo.intuit.com

https://twitter.com/QBOnline

How long does updating my current version take?

You’ll be updated in less than 1 minute… it really is that fast!

What happens to my existing version – can I switch back to the current version?

Once you choose to upgrade, everyone who shares your account will also get the new look. You won’t be able to go back to your current version of QuickBooks, but we believe that the new experience is so dramatically improved that you won’t want to go back!

What are the minimum system requirements for the new version?

The new version is supported in the following browsers -

  • Chrome
  • Firefox
  • Safari 6.1 or higher
  • IE 10 or higher

It will also be accessible via -

  • Safari on iOS 7 or higher
  • Chrome on Android
  • IE on Microsoft Surface

The new QuickBooks Online: Why design matters

October 30, 2013

Nov 19th Update: Click here for more information about the changes in the new QBO.
Nov 2nd Update:
Click here for more details about how we approached the changes below and answers to some of the questions you asked.

QuickBooks Online users will soon see some changes in the way the product looks and functions. The redesign is more than a mere face-lift; it’s the result of 13 months of rethinking how QuickBooks Online serves its customers.

The update is designed to improve your experience with QuickBooks Online by making it more intuitive and seamlessly integrating it with other Intuit small-business products.

Klaus Kaasgaard, director of experience design for the Small Business Group, explains: “Our goal was to create a harmonious user experience, so that customers would not have to relearn our other products. We designed it so that a non-accountant small-business owner can get started easily, make decisions quickly, and get value immediately. We make it simple to pay your employees, accept online and mobile payments, and integrate third-party applications to meet every customer need. We also make it simple to collaborate with your accountant ‹ all inside the product.”

The new QuickBooks Online will be available to new customers in late October and to existing customers in subsequent months. Everyone can preview the new look now.

What to know more about what drove the new design? Keep reading for an interview with Klaus.

What is “user experience design”?

Klaus: I would broadly define “user experience” as everything related to someone’s interaction with your brand. “Experience design” is focused on designing for the whole experience, starting with customers researching your product, setting up and using your service, and the interaction they have with customer care if they have a problem or need an upgrade. It takes all these touch points into consideration and executes them deliberately against your brand promise.

What principles guided the teams working on this project?

Klaus: We wanted a simple design with our customers in the center. We wanted to instill confidence and inject an element of surprise and joy into managing finances. Accounting software doesn’t have to be boring. At the same time, we wanted to make sure the design gets out of the way, so that our customers can focus on their data and their business and not on our design.

You say that you design products to yield very specific positive emotions. Tell us more.

Klaus: There’s a very utilitarian aspect: We want to help people get their stuff done and save them time. Beyond this, whenever anyone interacts with a product or a brand, there is an emotional component. They feel frustrated if they can¹t do what they set out to do. Or, they feel, “Wow that was a delight. I can’t imagine using anything else but this tool to do this particular job.” We set goals for our user experience that focused on both.

For example?

Klaus: With QuickBooks, one emotion we design for is confidence. Confidence that the software “has my back”, ensuring that I’m compliant and on top of my finances. Now, the shift to mobile is changing the nature of QuickBooks from being simply a financial-management tool to being a customer relationship tool. So, let’s say you use it on an iPad to show your customer an estimate. The visual design of that page represents your business. We want our customers to feel proud when they share a page with a customer.

Why is it so important for businesses to think about mobile design?

Klaus: All businesses want to go where their customers are. And the world has gone mobile. We¹re seeing a massive platform shift to mobile devices every day. So, businesses have to consider how to meet their customers there, and that includes the way they market to, acquire, and convert prospects.

But designing mobile experiences is very different from desktop experiences. It should not be considered the equivalent of a desktop experience with less screen real estate. The customer needs are different on mobile devices, the device capabilities are different, and people have very high expectations when it comes to simplicity, usability, and design. You have a very short time to impress. If you don’t, with the flick of a finger you’re gone forever.

For FAQs please click here.

QuickBooks Mobile Update

May 31, 2013

Greetings! Here’s a post from your QuickBooks mobile team.
Here at Intuit we know you’re working hard to run your business, and we’ve been cooking up new features to help you do just that.
Today we are rolling out exciting new updates to our iPhone app.

Now track expenses and capture and store receipts right from your phone camera.

Expense with photo Expenses graph

Receive overdue invoice notifications to help you stay on top of your game.

Overdue invoice notification

Plus you can:

  • Manage vendors
  • Add new items to transactions
  • Search and filter to find transactions

So let’s get to it! Check out the QuickBooks Online iPhone app

app store

Your QuickBooks Mobile team

May accountant webinar recording & slides

May 14, 2013

Hi all,

 

Thanks so much to those that joined me today for our May accountant webinar…there were over 300 of you! Lots of great questions and fun as always.

 

For those that had to miss it, here is the recording: https://attendee.gotowebinar.com/recording/8655380073461004800

If you’d like, here are the slides as well. They aren’t that helpful without the recording, so I recommend you use them as a viewing aide but not by themselves: May webinar slides

 

I know some folks have had trouble listening to the recording in the past–hopefully we have no issues this month! Unfortunately, after spending many hours on the phone with GoToWebinar, we have not been able to identify a source of the problem since the recording does work for the majority of viewers across different browsers and operating systems.

 

Talk to you all again soon!

New: Swipe Cards in QuickBooks Online- It’s Faster, Easier, and Cheaper

February 22, 2013

[Note: As of June 13 2014, the QuickBooks blog has moved to qboblog.com. Follow us there!]

Image

Update April 29th: The card swipe feature is now available. Thank you for your patience as we worked through these issues.

Update April 3rd: We have completed fixing the issues found in the previous release and we’re currently testing the fixes. Once we are confident that everything is working correctly, the card swipe feature will be made available. We apologize for the delays.

Update March 6th: Until the card swipe feature returns to QBO, you can use your card reader with the Merchant Service Center to get the swipe rate. See the steps here

Update March 5th: Customers will temporarily be unable to see the card swipe feature. We encountered some bugs in our last release and wanted to make sure everything is perfect first. We’re working to put this feature back in your QuickBooks as soon as possible. Don’t worry, you can still order your card readers and you will be able to swipe again soon.

You asked, we answered! You can now swipe credit cards to take payments from your customers using QuickBooks Online. Save yourself time, data entry, and qualify for lower rates too!

All you need is a USB card reader. Plug it into your computer and you’re ready to swipe cards, qualifying you for rates as low as 1.69% (versus 2.52% for key entering). Just swipe from the Sales Receipt or Receive Payment pages in QuickBooks Online.

If you already turned on Payments, you just need a card reader. They’re inexpensive and don’t require leasing or maintenance fees like traditional terminals. We’ve got you covered. Order one today. You can also find it online, part number 21040110.

If you haven’t turned on Payments yet, click “Accept Credit Cards” under your Customers tab. Follow the prompts and you’ll be accepting credit cards in no time. Don’t forget to order a card reader, too!

Feedback—it’s a good thing. The Payments team values your input. Letting us know what works well and what doesn’t helps us make better products and features. Send us your comments by clicking the Feedback button in QuickBooks Online. You can also post responses to this blog post.

Accountant 2012 recap webinar recording

January 9, 2013

If you missed yesterday’s webinar that featured the biggest features QuickBooks Online released over the last year and how to use them, check out the recording here.

I know some folks do have trouble getting the recording to work, and I have tried to call GoToWebinar about this matter. They recommended that you call them directly if you experience any problems: 800 263 6317.

Here are the slides I shared, if you want to print them and take notes.

 

Enjoy!


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