Income List

Last year we introduced the Invoice List which was loved by many of our users. The page soon became a high traffic page within QuickBooks Online. Today we are introducing the Income List that incorporates much of the feedback users gave us on the Invoice List. The biggest difference between the two is that the Invoice List shows just invoices, while this new Income List shows invoices, estimates and sales receipts.

To get to this new Income List, go to the Invoice List under the Customers (or Members/Clients etc) menu tab. You will see a link to switch to the new Income List next to the page title as shown in the image below. Likewise, to switch back to the Invoice List, use a similar link found on the Income List page. Eventually when this new Income List page is finished, we will remove the old Invoice List and make this permanent for all users.

The image below shows the new income list page and various sections of it.

By default it will show all the transactions, but you can narrow down what you wish to see via the Narrow By button as shown. Once you choose certain filters, they should remain selected even when you navigate away from this page and come back later.

After choosing your specific filters, click apply to update the transaction grid. Above the grid you will also see the breadcrumbs for the currently chosen filters as shown in the image below. You can click the (X) to remove that part of the filter.

For our first release you can filter by transaction type, its status, a date range and a customer. We will be further improving the filtering of this list in our future releases, so this is definitely not the final version of how filtering is going to work.  We look forward to hearing your feedback on this new Income List.

Copy Estimates

You can now quickly copy information from one estimate to another. Just open an existing estimate and click the copy button at the bottom. This should copy the data to a fresh new estimate that you can save or modify before saving. Note: Estimates functionality is not available to QBO Simple Start subscribers.

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Important notice for Internet Explorer 7 and Firefox 3.x users

We are down to about 1-2% usage for these browsers and will soon block QuickBooks Online usage on them. Expect this to happen sometime in March. If you are still using IE7 or Firefox 3.x, please upgrade as soon as possible otherwise you will not be able to access QuickBooks Online once it gets blocked. We need to end full support for these old browsers to prevent any interoperability issues that can happen when we put out new features, as they are not being tested on these browsers at all. Below are a few upgrade paths that users can take to continue using QuickBooks Online without issues. Do realize that by switching to a modern browser you not only improving QuickBooks Online performance but also for any other websites you visit, thereby increasing your own productivity!

Window Vista, Windows 7
IE7       –> IE9 or Firefox 10 or Chrome (latter 2 preferred)
FF 3.x –> IE9 or Firefox 10 or Chrome (latter 2 preferred)

Windows XP or prior
IE7       –> IE8 or Firefox 10 or Chrome (latter 2 preferred)
FF 3.x –> Firefox 10 or Chrome

OSX Leopard, Snow Leopard or Lion
FF 3.x –> Safari 5 or Firefox 10 or Chrome (latter 2 preferred)

OSX Tiger
FF 3.x –> Safari 4.1.3

Linux
FF 3.x –> Firefox 10 or Chrome

Other users should always upgrade to the latest version of their browser. IE8 users should definitely look into switching to IE9, Safari 5 users should get on Safari 5.0.6 or higher. Firefox users should get upgraded to Firefox 10 soon if not already on it, while Chrome is soon going to be on version 17. Pay One Vendor issue with Firefox 9+ will also be fixed with this above release. Creating a new company from the My Account page should also not complain about Firefox. Safari 5 on windows still has the issue of character duplication in popups. Safari 5 on the mac still has the issue of Caps Lock logging you out + some printing issues (printing issues seem to be fixed with Safari 5.1.4, so you have to wait till whenever Apple decides to release it). These latter ones need to be fixed by Apple, till then you can use Chrome or Firefox. More browser info here.

If you are a current user and have 5 minutes to give us feedback, please fill out a short survey.

Survey: http://survey.intuit.com/survey/survey_start.cfm?x=12321&y=1710

Thank you,
Quickbooks Online Team

Today, various online services are joining in protest to make internet users aware of SOPA & PIPA and their possible negative effects on innovation, the economy and the freedom of the internet. Developers of QuickBooks Online hope that you share the same feelings as us about these bills. Please take a moment to look at the infogaphic and links below and act upon it if you wish to do so. As netizens we feel it’s our responsibility to raise awareness about such bills. Please take action to help keep the internet open and free from censorships.

You can read more and take action via the links below

https://www.google.com/landing/takeaction/

http://en.wikipedia.org/wiki/Wikipedia:SOPA_initiative/Learn_more

Intuit’s press release on SOPA

An early Happy New Year to all of our readers. I wanted to highlight a few changes to our 1099-Misc preparation workflow in preparation of filing season.

1099k

The IRS has issued new reporting requirements for tax year 2011 1099-MISC form. These requirements will exclude some forms of payments from the 1099-MISC form that will instead be reported on the new third party form 1099-K.

If you’ve made payments to vendors in tax year 2011, you’ll only need to report certain types of transactions and exclude others.

What does this mean to you?

• Payments to 1099 vendors made via credit card, debit card, or third party system such as PayPal will be excluded from the 1099-MISC calculations.
• On the Prepare 1099-MISC screen…
  
• Navigate to the the Prepare 1099 Forms preview.  Note the column titled Total 1099 Payments Excluded. You can click on the total in this column to see an Excluded Payments by Vendor report which shows transaction details.  This report can help you verify if payments should indeed be excluded.
  

For additional information on the new IRS requirements please visit the links below:

• Explanation of final regulations published by the IRS on the new payment card reporting requirements:  http://www.irs.gov/govt/fslg/article/0,,id=226894,00.html
• IRS Third Party Reporting Information Center Link: http://www.irs.gov/taxpros/article/0,,id=225080,00.html

eFile

Prefer to electronically file your 1099 forms?

Well, you’re in luck! Intuit’s 1099 E-File Service allows 1099 forms to be filed electronically. For more information about the 1099 E-File Service, see this web page: http://payroll.intuit.com/support/kb/2000864.html.

Want to give it a try?

You can sign up for the E-file service here: https://onlinepayroll.intuit.com/welcome/1099.jsp

Thank you,
Quickbooks Online Team

YOU SPOKE AND WE LISTENED

“We NEED the ability for a customer to pay online with a credit card. . . seems like it should be a very basic part of Quickbooks online. . . People are scared of giving out routing numbers and bank info. Let them pay by credit cards!”

“Add a credit card option and you will have a winner”

“Intuit – when can we expect something like this to come out?? There are requests all over the forums and we have yet to hear any response (at least as far as I can see)…What’s the deal??”

“Excuse me for shouting, but… WE REALLY NEED OUR CUSTOMERS TO BE ABLE TO PAY ONLINE, USING A CREDIT CARD, BY CLICKING A LINK IN OUR EMAILED INVOICES.”

The above is just a small sample of the many comments we’ve received about credit card functionality.

Thank you for all the feedback. We are happy to announce the ability to accept credit card payment on invoices! Find out more about this new feature below.

What’s the new feature?

QuickBooks online customers can now get invoices paid by credit card, in addition to bank payments.

This is an optional feature and can be managed (turned on/off) at any time by the small business by signing into IPN and clicking on ‘Profile’ in the left navigation bar.

What does it cost?

This feature, like bank payments will not have monthly, set up or termination fees. You will also not be charged any fixed authorization fees per transaction. The only fee you pay is 3.25% per transaction when a customer pays by credit card.

How do I turn it on?

Sign into IPN and click ‘Profile’ in the left navigation bar. Navigate to ‘Receiving Preferences’ and click the ‘Turn On’ button. That’s it – easy! All invoices you create and send after turning this option ON can be paid by either credit card or bank account. You can turn OFF this option at any time.

What will my customers see?

Your customers will see an additional option to pay by credit card when they pay online.

What’s not available in this update?

• Currently, only Visa and MasterCard are supported.
• The option to turn on/turn off credit card payment method is a global setting in IPN, and cannot be changed for every invoice.

A big thanks to our IPN customers for the feedback, which helps us build great products for you!Try it out and let us know what you think.

Below are steps if you want to access multiple companies simultaneously within the same browser. This post is relevant only to Chrome users. While both Firefox and IE allow multiple profiles in some sense, they currently don’t have an intuitive and simple interface to get you started as easy as Chrome does. For Firefox profile management look here.

Step 1:

Install or upgrade to Google Chrome version 16 or higher (version 16 was released on the 13th so you may not have it right away). You can either wait till Google does it for you silently or use the Wrench > About Google Chrome window to do so. You can also just re-install Chrome from their page.

Step 2:

Go to the Personal Stuff section under Chrome’s preferences / options window via the wrench menu or just copy paste this in a new tab – chrome://settings/personal. Click Add New User as shown in the picture below.

Step 3:

Once you click on the Add New User button, a new window will popup as shown in the picture below. This window will be your new profile, demarcated by an icon in the top left. You can customize it’s icon and name by clicking Edit as shown in the picture below after going to it’s preferences / options screen like you did in the prior step.

Final Steps:

You are pretty much done now. You have created two profiles in Chrome, each having their own browser window. You can open QuickBooks Online in both and choose different companies and access them simultaneously. You can always create a third profile and manage your two companies on those two, leaving your default profile for personal non QuickBooks Online usage.

Some points to remember

• Opening a profile window is done by the icon in the top left, just click it and choose one.
• You can add more users or remove users from the same screen as shown above.
• Hence you can manage more than two companies simultaneously.
• Since the two profiles are completely separate, they will not share bookmarks and other preferences.
• When signing into QuickBooks Online, you will need to allow our popups to go through for each window.
• You can bypass the prior step by installing the QuickBooks Online app on each profile (will require you to sign in using your Google accounts).
• Since bookmarks are not shared between profiles, you can add different ones for each profile window.
• Remember to check the company before doing any accounting stuff, you don’t want to be entering data in the wrong window hence wrong company.

Hopefully this improves productivity for users wanting to work on multiple companies.

While the biggest maintenances are behind us, we have a few more ahead. The new data centers provide the infrastructure we need to deliver a faster, more reliable QuickBooks Online experience for you. We’ll continue to keep you apprised of future maintenances. We thank you for your patience and your continued business.

Sincerely,

Vinay Pai
Director, Product Development

• IE9 support

NOTE: Some users have reported issues with Safari version prior to 5.0.6. Please upgrade to a newer version of Safari before trying this page out.
NOTE: Safari 5.1.2 has a printing issue where it prints the entire page instead of its content. Apple is aware of this problem as this is a browser bug. 

In our latest release we have introduced a new Sales Receipt page that is built on modern web technology. Users have the option of trying out this new page and giving us feedback.

Is the old Sales Receipt page being removed?

No, the old page will remain. We have no plans right now for removing the old page for any of our users. You will be able to switch back and forth from the new and old page whenever you want.

Who can access the new Sales Receipt page?

At the moment, the new page is only available to users who access QuickBooks Online via Google Chrome or Firefox (version 4+), Safari (version 5.0.6+) or Internet Explorer 9. This page is currently best viewed in Google Chrome. Due to the technical limitations of older versions of Internet Explorer or Firefox or Safari, we will not be adding support for them. You will need to upgrade to one of the browsers mentioned above to try out this page. Currently credit card payment processing (Merchant Account Services) is not implemented either, so users who have signed up for MAS will also not be able to access this new page. This page is only accessible to US companies.

Is this page finished?

Nope, this page is still in beta and is still being actively worked upon. We wanted to get a working version out to users to get feedback. We are aware of certain features missing – like MAS payment processing, recurring transactions etc. Over time these will be implemented and added to this new page.

How do I access the new page?

You will see a Try new Sales Receipt button on the old sales receipt page. As mentioned above, you will only see this button if you are using Google Chrome, Firefox or Safari and don’t have Merchant Account Services enabled. Click the button to switch to the new page. On the new page, there is a button on the top-right bottom-right to switch back to the old page.

Why are we doing this?

Our old pages were written a long time ago and needed a technology uplift. In order to add more features and make the page more user friendly we had to have a fresh start rather than trying to modify the old page. Having a clean start allows us to incorporate more feedback now and in the future.

What’s new in this page?

Better perceivable performance

Unlike the old page, this page doesn’t reload or refresh when you save a transaction or load a prior transaction. Try saving a transaction and opening it again from the recent drop down. You should see it do so pretty fast. In the future when we replace more transaction pages, you can imagine not having to load different pages. Going from one transaction page to another will be seamless and not like today where you have to wait for the other page to fully load. This new Sales Receipt page lays the foundations of that design.

Better drop down selection boxes

The drop down selection boxes for names, product / services, accounts, classes etc on this page will search as you type. They will do a full text search for whatever you type in the box, so you will be able to search for a customer even if you know the name partially. Parent / Child searching is also possible. For example if you have a customer named Darth and sub-customer named Luke and Leia, then you can search for any of those 3 names. Searching for Darth will also show Luke and Leia. Besides the usability, we have also improved search performance of these drop downs just in case you have thousands of items in the list.

The drop down boxes for dates have also been improved. Unlike the old pages, the calendar popup is more interactive. You can also use keyboard shortcuts to access common dates like on the old pages. Depending upon if you are focused into the date text box (like when tabbing into it) or when you are focused on the calendar (like when you click on the drop down) you can use the keyboard keys below to get to a date quickly. While focused into the text box (like when tabbing into it), pressing the down arrow key will now open up the calendar.

New transaction detail line grid

Unlike the old page, this one features a new grid that will have resizable columns. Not only are the columns are resizable, some of them can be toggled on or off. For example, if you want to turn off Quantity and Rate, just right click on the grid’s blue header and unselect that option. Doing so will also save your preference. In the old page if you had to do the same, you would have to stop working on your transaction, go to the company preferences page, enable / disable that feature and then come back. With this new page we are trying to get all the preferences related to it right in-place so that users can change them on the fly. Currently the Customize button on the top still opens the old startup interview. We plan to remove that and bring preferences in there.

Unlike the old grid, this new one will also not force a page reload when you try to add more than 20 detail lines. The new grid will also automatically insert a new line once it notices you are already working on the last line. Once focused into one of the grid cells, you can use keyboard tab navigation too.

Less window-based popups

We have removed almost all the window-based popups from this new page. You will see the new Customer add dialog as well as the new Item add dialog. You will see the new tooltip bubble styled quick add dialogs. We plan to remove the few remaining ones in the near future. While not ready yet, you will also see a new, simpler and cleaner account add dialog in the future.

New help and information pane

This page also features a new information pane that we are trying out. When you 1st open the page, you will see this pane overlaying and giving you an overview of the page. This pane can be closed or opened whenever you want by clicking on side bar. We plan to use this pane to help users identify new features that get added on the page and / or provide any other instructional content to help newer users started.

What feedback can you provide?

Since we are redoing the whole page, please let us know what worked and what didn’t work. You can also provide feedback for improvements to the layout and design if needed. Since this page will be a starting template for all other transaction pages like Invoices, Estimates etc, all feedback are welcome. Please report any bugs or issues, including performance related ones. If latter, please do mention what browser you are using and what operating system. You can provide feedback on this blog as comments or send it via the Beta button that you see on the page.

What more can be expected from this page?

As we iron out issues on this new page, we plan to keep adding features to it. Besides implementing the missing features that users see on the old page – Recurring templates, MAS processing, we also plan to put in some experimental features sometime in the future. For example implementing a way to quickly duplicate an existing transaction. Or having an offline draft storage – allowing you to navigate away from the page without having to loose data that you already entered. Another experiment could be to allow users to change the color of the page just in case you aren’t happy with its current blue-grey coloring scheme.

Updates

UPDATES for Dec 15th.

• Void button should now work.
• Basic math is now possible in fields that take a mathematical value such as Quantity, Rate, Amount, Discount, Shipping etc.
  • Example, typing in 1.25 + 2.25 and tabbing out should result in 3.50 in fields dealing with a money type value and to 3.5 in fields that are not money specific.
  • Right now only basic math will work with numbers such as ABC.XYZ with no commas and the decimal point being a dot.
  • A more solid solution that will allow commas and international numbers will be available sometime in the future.
• Choosing an item in the detail line transaction grid should now populate the fields of that line such as Description, Quantity, Rate, Amount much faster.
  • This should improve performance for people who tab fast and didn’t see the rate / amount fields populate fast enough.
• For prior updates please check the bottom of this blog post.

UPDATES for Dec 1st.

• Tabbing into and out of the detail line grid has changed a bit as mentioned below
  • If you are tabbing from an empty line (a line is considered empty when both description and amount fields are empty) and the other lines below are empty, then you will tab into the customer message field and skip the remaining detail lines. This will help people not to waste time in tabbing through an empty grid to just get out of it.
  • If you are on the last line, and its not empty, then tabbing will add a new line.
  • If you are on the last line, and select an item from the drop down, it will add a new line below.
• Some date box change as below.
  • Entering MM in the date boxes and tabbing out will auto-complete it to MM/01/Current Year now
  • Entering MMDD in the date boxes and tabbing out will auto-complete it to MM/DD/Current Year
• For sales tax, before and after discount radio buttons should work properly now and not revert after a save.
• Pressing Enter or Space Bar will work on buttons when they are focused.

UPDATES for Nov 22nd.

• Tabbing into and out of the detail line grid should now work.
• Some date box fixes. There are shortcuts mentioned in the blog post below.
  • Entering X/Y in the date boxes and tabbing out will auto-complete it to X/Y/Current Year
  • Entering X in the date boxes and tabbing out will auto-complete it to Current Month/X/Current Year
• The page should now fit in QBO’s minimum browser width requirement of 1024 px
• Alt-S (windows) and Option-S (mac) should now save the transaction
• Customer select box will be focused after a save
• Customer is taxable checkbox will be checked off automatically if you select a taxable customer
• Sale# and Ref# fields will be a bit wider now
• Ship To / Sold To box should now correctly show the full address including name, when viewing an existing sales receipt
• The delivery email address field should now allow multiple emails

We have received reports from some of our customers that they are receiving phishing emails.  These emails request that users download an “Intuit Security Tool” in order to continue using QuickBooks.

Intuit did NOT send this email and will never contact you by email to request personal information or to update the security of our service. Please be on the lookout for any emails like this and report them immediately to spoof@intuit.com

Click here for more information.

If you have any questions, please don’t hesitate to contact us.
Sincerely,

Intuit Corporate Information Security
http://security.intuit.com/

UPDATE: Above also applies to the similar emails being sent out on 10/31/2011