We Hear You

You asked and we listened! To date, we've made hundreds of changes to QuickBooks based on your feedback, with the most significant changes listed below. The changes were made both at launch and in patch releases. Be sure to get the latest!

QB 2008 & Enterprise 8	QB 2007 & Enterprise 7	QB 2006 & Enterprise 6	QB 2005 & Enterprise 5	QB 2004 & Enterprise 4	Point of Sale 5	Point of Sale 6

Title	Customer Request	Our Response
Patch Releases
Product Patches	Please fix significant post–launch issues.	We have now released a free "patch" for QuickBooks 2008 and Enterprise 8.0. The current patch is R4 and available online at QuickBooks.com for download and from within QuickBooks from the Help menu. We encourage all customers to apply the latest patches. Click Here for more information and to download the update.
Accountant Collaboration
Improved Accountant's Copy – File Transfer	Exchanging data files with my clients is challenging. Burning files to a CD and sending then via mail takes too much time. The files are often too large for email.	The new file transfer feature makes it easy for your client to upload an encrypted copy of their company file to a secure server. Once the file is uploaded you will receive an email notification that a file from your client is waiting for you. This feature is available in QuickBooks Pro, Premier, and Enterprise	preview
Improved Accountant's Copy – Multiple Version Support	I have to keep several versions of QuickBooks on my system to support my clients who have earlier versions.	The Accountant's Copy in QuickBooks 2008 now supports QuickBooks 2007 files. Now your clients with QuickBooks 2007 can send you an Accountant's copy of their file, you can work on in QuickBooks 2008 and send it back to them. Going forward we will continue supporting previous versions. So, QuickBooks 2009 should support QuickBooks 2008 and 2007. This feature is available in QuickBooks Accountant Edition
Improved Accountant's Copy – Perform More Tasks	I would like to use the accountant's copy but can't perform critical tasks.	We've expanded the capabilities for accountants in the Accountant's copy to include: – Bank and Credit Card account reconciliation – Tax–line Mapping for Accounts – Account Merge – Account Type Change – Edit Items – Edit or Void Deposits This feature is available in QuickBooks Accountant Edition
Title	Customer Request	Our Response
Getting Started
Excel Import / Data In	I am new to using QuickBooks. How do I get my existing data into QuickBooks?	The new Excel import feature enables you to easily import your customers, vendors, and products. Simply copy and paste your data into the spreadsheet templates provided and then import the file into QuickBooks. This feature is available in QuickBooks Pro, Premier, and Enterprise	preview
Online Banking Setup	I use online banking at my bank's website. I want to use QuickBooks online banking to download transactions from the bank into my QuickBooks company file, but setting it up is difficult and time consuming.	Our new Online Banking setup wizard streamlines the setup process from about 20 steps to as few as 3 steps, and gives you information specific to your bank. QuickBooks now tells you when setup is successful by automatically starting your first download of transactions. This feature is available in QuickBooks Pro, Premier, and Enterprise
Improved Help	When I use help it's in my way while following the instructions.	Help now appears side–by–side with QuickBooks, so you can see the Help and work in QuickBooks at the same time. If you leave Help open while you work, the Relevant Topics list at the top will update each time you open a new QuickBooks window and give you one–click access to the questions most users have on that screen. This feature is available in QuickBooks Pro, Premier, and Enterprise	preview
New QuickBooks Coach	I'm a new user (or have new users) that are just learning QuickBooks. When I land on the Home Page I don't know what to do next.	The QuickBooks Coach helps you explore the Home Page and learn about the different workflows. This feature is available in QuickBooks Pro, Premier, and Enterprise	preview
Title	Customer Request	Our Response
Inventory
Velocity Inventory Integration	I need to track multiple locations and serial numbers.	Velocity inventory is an add–on service that allows you track multiple locations and serial numbers. This feature is available in QuickBooks Enterprise
Payroll
Convert QuickPayroll files to QB	I'd like to move up from QuickPayroll to QuickBooks to take advantage of the additional features such as State payroll forms.	Now you can. You can open a QuickPayroll file in QuickBooks. After converting the data, the upgraded payroll service options are available to choose from. Improved in QuickBooks 2008 R3
APA Payroll Help	I'd like more help for payroll.	We added key new payroll help topics and included information from the American Payroll Association's training materials.	preview
Payroll Setup changes	Please make Payroll Setup faster and more reliable.	Payroll Setup now loads up to 50% faster and we've made several reliability enhancements.
Passwords for Paystubs	When I email employee paystubs, I want them to be password protected.	When paystubs are emailed, they emailed as PDF files which now have a password. The employee must enter the password to view the paystub. We've included help and messaging on how the passwords are set. Improved in QuickBooks 2008 R3 This feature is available in QuickBooks Pro, Premier, and Enterprise
Pay part of a work group	I use schedules to group my employees, but I sometimes want to pay only some of the employees without advancing the date on the group.	We've now added an option at the end of the create paychecks work–flow to not update the dates for the next payroll. Now you can pay some of the employees in a schedule and then return later and pay the remaining employees and the schedule due dates will not advance. Improved in QuickBooks 2008 R3 This feature is available to Standard and Enhanced Payroll customers	preview
See earnings total on paycheck	I want to see the total gross earnings when I'm entering hours on a paycheck.	We've added subtotals to the earnings table on a paycheck that include total pay and total hours. Improved in QuickBooks 2008 R3
Reliability Improvements for Assisted Payroll	Sometimes I get an error when sending my Payroll to Intuit (Assisted Payroll and Direct Deposit only.)	We made several key reliability and user interface improvements to Assisted payroll to handle exception cases. Improved in QuickBooks 2008 R3 This change is available to Assisted and Direct Deposit Customers
See earnings total on paycheck	I want to see the total gross earnings when I'm entering hours on a paycheck.	We've added subtotals to the earnings table on a paycheck that include total pay and total hours. Improved in QuickBooks 2008 R3	preview
Sick/Vacation accrual on Sick/Vacation taken	I calculate Sick/Vacation time on hours. However, I don't want to accrue more sick/vacation when sick/vacation is taken by the employee.	We added an option to not accrue sick/vacation awarded per hour for sick/vacation taken. Improved in QuickBooks 2008 R3	preview
Sick/Vacation Accrual on Overtime	I accrue Sick/Vacation time on hours. However, I don't want to accrue more sick/vacation on Overtime hours.	We added an option to not accrue sick/vacation awarded on Overtime hours worked. Improved in QuickBooks 2008 R3	preview
Change Salary total when salary is split	I pay my employees salary, but sometimes they take a partial pay–period off without pay, or I want to change their salary for another reason. When the salary is split between Jobs or Classes, I can't change the salary amount.	Now when the salary is split between Jobs or Classes, you can change the total salary amount. When you change one amount of a split salary, that rate of change is applied to the other items. For example, if the employee has a $1,500 salary split three ways and you change one of the $500 amounts to $250 (as they took 1/2 of the pay period off without pay) then the other line items change to $250 as well. Improved in QuickBooks 2008 R3	preview
Title	Customer Request	Our Response
Performance/Speed
Faster Customer Statements	Statements take a long time print (slower than the printer.)	Printing statements is now up to 10 times faster (performance varies on the size of your company data file and whether you are in single–user or multi–user mode) than in previous QuickBooks releases. Improved in QuickBooks 2008 R3
Make Edits Faster	Saving and Modifying linked transactions is slow.	Saving and modifying linked transactions with lots of line items is now 2 to 3 times faster in QuickBooks 2008. This feature is available in QuickBooks Pro, Premier, and Enterprise
Faster Reports	Some reports run slow.	Accrual based reports are 2 to 3 times faster in QB2008. Customer Quote: "QuickBooks 8.0 is about 40% faster on all reports on our system." This feature is available in QuickBooks Pro, Premier, and Enterprise
Faster Startup	Startup takes a long time.	Startup is 70% faster in QB 2008. Now larger files open as fast as smaller ones. Customer Quotes: "The launch time is down to seconds and data entry is much faster. This will make even my most impatient clients happy!" This feature is available in QuickBooks Pro, Premier, and Enterprise
Title	Customer Request	Our Response
Sales & Customers
Payment Authorizations	I process credit cards using the QuickBooks Merchant Service. I can process payments but need a way to do payment authorizations.	QuickBooks Merchant Service now enables you to validate and pre–authorize funds on a customer's credit card. You can conveniently return to charge the card for the full, final amount at a later time. This feature is available in QuickBooks Pro, Premier, and Enterprise
Google Maps & Directions	I often need to find driving directions to a customer or vendor.	With Google Maps & Directions you can now you easily find driving directions to customer or vendor without leaving QuickBooks. This feature is available in QuickBooks Pro, Premier, and Enterprise	preview
Email from Outlook	I prefer to send my customers their invoices via email but the current QuickBooks email function doesn't give me a record of what I sent.	Now you can email transactions and reports from QuickBooks via Outlook and Outlook Express. You can start sending emails from the Customer, Vendor and Employee Centers by clicking on the email address field.	preview
Invoice for Time & Expenses	I bill my customers for time and expenses. I need QuickBooks to show me who to bill and then create my invoice for me.	Now you can see a single display of all your outstanding billables by customer. Select a customer who needs to get an invoice and with one click create an invoice for those billables. This feature is available in QuickBooks Premier and Enterprise	preview
Time Tracker for Outlook	I need an easy way to capture billable hours from my appointment calendar.	The new Time Tracker for Microsoft Outlook allows you to turn appointments in your Outlook Calendar into billable time activities, and then upload them to our Time Tracker service. This feature is available in QuickBooks Pro, Premier, and Enterprise	preview
Time Tracker Gadget for Vista	I need an easy way to record my billable hours wherever, whenever –– even when I'm not connected to the Internet.	The new Time Tracker Gadget for Microsoft Vista allows you to track time on your desktop and then upload it to our Time Tracker service. This feature is available in QuickBooks Pro, Premier, and Enterprise	preview
Intuit Marketing Tools	Finding customers is a top priority for me. I want to get listed online but don't know where to start or which online business directories to pick.	Weblistings allows you to submit your business information in one place. It will then submit it to major online business directories like Google Maps and Yahoo Local.	preview

Title	Customer Request	Our Response
Patch Releases
Product Patches	Please fix significant post–launch issues.	We have now released several free "patch" releases for QuickBooks 2007 and Enterprise 7.0. The current patch is R10 and available online at QuickBooks.com for download or from within QuickBooks from the help menu. Over 500 reliability and performance improvements have been made available in updates through R6. We encourage all customers to apply the latest patches. Click Here for more information and to download the update.
Accountant Collaboration
Transaction Date Help	Why doesn't QuickBooks tell me when I'm making a mistake entering dates when I save transactions, the way Quicken does?	Now you can set a number of days in the past or future, and if your transaction is not inside that date–window, QuickBooks ask you if you are sure.	preview
Audit Trail improvements	How can I tell what's changed for a given transaction?	The always–on audit trail report now clearly shows what's changed for any transaction that gets modified. Note that it's always on, and like QuickBooks 2006, there is no impact to the speed and performance of QuickBooks. This feature is available in QuickBooks Pro, Premier, and Enterprise	preview
Accountant–client file exchange	How can I get my accountant's changes back into my QuickBooks company file without having to stop using QuickBooks while the accountant is working on my file?	Using the new accountant's copy features, you can send your books to your accountant, who can work in a historical period while you continue entering new transactions. When your accountant is done, changes can be automatically merged back into your file. Note that you must have QuickBooks Accountant Edition to create the Accountant changes file, although any version of QuickBooks can merge accountant's changes. This feature is available in QuickBooks Pro, Premier, and Enterprise	preview
Creating new Accounts	When I need to create new accounts, what type of account should I choose? Why doesn't QuickBooks help me choose?	Now when you create new accounts on your Chart of Accounts, QuickBooks offers examples and definitions in non–accounting language to help you decide what type of accounts to create and use.	preview
After–the–Fact Payroll	I am an accountant I need to perform after–the–fact payroll services for my clients using QuickBooks.	We've heard your feedback! In QuickBooks 2007, we have built a new payroll tool called After–the–Fact Payroll, which allows accountants to efficiently enter, verify, and adjust after–the–fact paychecks––all from a single spreadsheet–style screen. This feature is available to Enhanced Payroll for Accountants customers	preview
Title	Customer Request	Our Response
Getting Started
Default Chart of Accounts	When I start a new company file, I want a simple chart of accounts that's right for my industry and my business type.	QuickBooks now provides customized charts of accounts for over 30 different industries, which are simple, easy to use, and recommended by accountants. When setting up a company, you can select from a list of recommended accounts for your industry so you start off with a chart of accounts which is simple, fits your needs, and prepares you for tax time. This feature is available in QuickBooks Pro, Premier, and Enterprise	preview
Inventory
Item descriptions for Inventory Worksheet now visible	QuickBooks doesn't display the item description for assembly items on the Physical Inventory Worksheet report.	We changed QuickBooks to now display item descriptions on the Physical Inventory Worksheet report, even for assembly items. This feature is available in QuickBooks Premier and Enterprise
Inventory Unit of Measure Conversions	Please add unit of measure conversion functionality. I receive inventory in one unit, store it in another, and even sell and ship the items in other units of measure.	We added unit–of–measure and conversions from one unit to another. This feature's aim is to allow users to purchase, stock, and sell inventory items in different units of measure. It allows customers to setup unit–of–measure conversions for quick and easy handling of inventory quantities when purchasing, receiving, tracking, and selling inventory in different units of measure. This feature is available in QuickBooks Premier and Enterprise	preview
Title	Customer Request	Our Response
Multi–User Features
Using QuickBooks company files on a network	When I create or put new company files on my server, I don't want to have to first open them up on my server before I can open them on my workstation.	We now install a QuickBooks application extension which enables QuickBooks company files stored on a server (or a mapped drive) to be opened directly, without first opening them on the server.
Payroll
After–the–Fact Payroll	I am an accountant I need to perform after–the–fact payroll services for my clients using QuickBooks.	We've heard your feedback! In QuickBooks 2007, we have built a new payroll tool called After–the–Fact Payroll, which allows accountants to efficiently enter, verify, and adjust after–the–fact paychecks from a spreadsheet–style window. This feature is available to Enhanced Payroll for Accountants customers	preview
Scroll in Payroll Center	I have a low resolution monitor (800x600) and I can't see all of the payroll center.	The payroll center now has scroll bars so you can see all the details, even with 800x600 resolution. Improved in QuickBooks 2007 R6	preview
e–File payroll forms	I want to electronically file my W2's, 940, 941 and other forms.	Now you can. We've built in features to let you e–File these forms. Select state forms are also available. Find out more about which forms are available for eFile by accessing the Payroll Forms site at http://www.quickbooks.com/taxforms/ To select e–File as a method, choose "Edit Filing Methods" from the Related Form Activities on the payroll center. This will lead you through setting up e–File. Improved in QuickBooks 2007 R4 This feature is available to QuickBooks Enhanced Payroll subscribers	preview
e–Pay payroll taxes	I want to electronically Pay my taxes.	In QuickBooks 2007 you now have the ability to e–pay your federal 940 and 941 taxes. Selected selected states are also available. This means no check writing, no stamps, and scheduled ontime payments. The ability to e–pay is available at no additional charge! This feature is available to QuickBooks Enhanced Payroll subscribers	preview
Copy last earnings table & new earnings rates	Please change QuickBooks so that even when I have the "Copy last earnings table" option turned on, an employee's new rate of pay is reflected on a new paycheck.	The "Copy last earnings table" feature used to copy the entire earnings table from the last paycheck, including the rate(s) of pay. This is useful when your employee work similar jobs from week to week and you don't want to do the data entry over and over in the earnings table. Now the standard employee pay rate, where there is one, is used when creating new paychecks, even when the "Copy last earnings table" option is in use. All other data continues to copy from the last paycheck. Improved in QuickBooks 2007 R6
Resize Enter Hours window	I want to make the Pay Employee's workflow windows narrower, like other QuickBooks windows, to better fit my monitor's resolution.	Now customers have full control over the width and height of the Pay Employee's windows. Improved in QuickBooks 2007 R6	preview
Sorting Employees to Pay	I want to sort my employees while paying them. I'd like to sort by Class, Employee Number, and other fields.	Added sorting to Paying Employees. You can now sort on the Class, the Employee Number, Last Pay Period End Date, Last Check Date, and Pay Frequency. Improved in QuickBooks 2007 R6	preview
Custom Columns when paying employees	I want to pick the columns I see when entering hours while paying employees.	Now you can customize the columns that display when entering hours for employees. Additionally, each Scheduled Employee group had a unique set of columns. You can include any earnings columns. Improved in QuickBooks 2007 R4 This feature is available to Standard and Enhanced Payroll customers	preview
Payroll without Schedules	I don't want to use payroll schedules. Please let me do payroll the "old way".	Starting in R4, it's now easier to understand how to do payroll without using schedules/groups. Now when there are no schedules setup, you can access Pay Employees directly from the Employee menu and from the Payroll Center. While you will still see the new Enter Hours window instead of the old Pay Employees window, note you can click on the first employee's name to review the "stack" of new paychecks just as in previous QuickBooks versions. Improved in QuickBooks 2007 R4
Don't copy hours from prior payroll	I don't want to see the hours for the prior payroll. I've turned off copy Qty, but the hours still reappear with each new payroll.	Now you can disable the feature to copy the last Hours as well as the last Qty (two different settings.) Once turned off, no hours will prefill with each new payroll. This gives you a "clean slate" from which to enter hours based on paper timecards or other sources. Improved in QuickBooks 2007 R4	preview
Need to enter negative hours to fix a payroll mistake	I need to enter negative hours on a paycheck to help me fix mistakes from a prior payroll or do other calculations. However, QuickBooks won't let me.	Now you can enter negative hours for hourly items. This can help when, for example, you've overpaid overtime, or overpaid sick/vacation on a prior paycheck and want to fix it on a current paycheck. Improved in QuickBooks 2007 R4	preview
Separate DD paychecks from other paychecks	I have some employees who get their paychecks Direct Deposited and others who receive paper checks. How can I sort these out when paying employees?	Now with Scheduled Pay Groups, you can separate your DD employees from other employees: When paying the DD employees, you can select to not mark paychecks "To Be Printed" and give them a check number like "DD100" (in this case QuickBooks will count up from 100 with each subsequent DD check.) You can then print or email Paystubs to your DD employees. Next, pay the non–DD group of employees and select "To Be Printed" for the checks, then print on QuickBooks–compatible check stock.
Prev/Next through new paychecks	I want to be able to move back and forth through the stack of new paychecks and make changes. Sometimes I accidentally forget to make a change, then it's hard to find the paycheck in the register.	Now you can! Now paychecks have both Save & Next and Save & Previous buttons, and you can move back and forth through new paychecks in order to make adjustments. Once complete, the new paychecks are recorded and can be printed.
Improved Summarize Payroll in Excel reports	I like the Summarize Payroll Data in Excel reports, but I need to customize them.	Added the option to view the detailed payroll data in Excel, as well as the summary reports. As always, you can save these QuickBooks–connected workbooks, customize them, and then connect to QuickBooks from Excel at a later time to update your reports. Now that the detail data is also available, more customers will feel confident writing custom reports. This feature is available to Standard and Enhanced Payroll customers
Client–Ready Payroll Reports	I am an accountant and I need a set of reports to help me and my client analyze my client's payroll.	In QuickBooks 2007, we've included a new set of Microsoft Excel–based reports. These report to enable accountants to easily provide professional–looking records of each payroll run and to analyze a client's payroll costs at the end of financial reporting periods (month, quarter, and year). There are six new payroll reports: 1) Paycheck Detail, 2) Payroll Register, 3) Payroll Expense Summary, 4) Employee YTD Summary, 5) Employee Cost Comparison, 6) 941/940/State Liabilities and Payments. This feature is available in the Enhanced Payroll for Accountants customers	preview
3rd Party Tax Filing information	Please allow me to enter 3rd party information for payroll tax forms.	Now you can enter 3rd party preparer information so it prefills on tax forms. Improved in QuickBooks 2007 R8 This feature is available to Standard and Enhanced Payroll customers	preview
Replace out–of–date tax forms with Excel reports	Even though I don't subscribe to payroll, I want to view my tax forms numbers for easy transcription to current paper forms.	While we would like all customers to subscribe to payroll, we have added key tax forms data to our new Excel–based tax reports, designed to replace out–of–date Federal forms previously available to non–subscribers. These reports show the details for difficult–to–calculate numbers. These include most fields on the 940, 941, and W2's. Among others, these hard–to–calculate fields are included: 940 Boxes 3 – 8, 941 Boxes 2 – 6, and W2 Boxes 1 – 20. Improved in QuickBooks 2007 R6
View Payroll forms details	I want to better understand what makes up the numbers on my tax forms. I think they may be wrong.	Created a set of Excel–based reports to view to common Federal tax forms. These reports show the details for difficult–to–calculate numbers. These include most fields on the 940, 941, and W2's. Among others, these hard–to–calculate fields are included: 940 Boxes 3 – 8, 941 Boxes 2 – 6, and W2 Boxes 1 – 20. Additionally, a generic State Form worksheet is included. Improved in QuickBooks 2007 R6
Pay taxes more accurately	On the Pay Payroll Liabilities window, please let me pay all my 941 liabilities together with the push of a button. Sometimes I check off the wrong items and it seems silly to have to check off the same items every time.	We listened! QuickBooks 2007 now allows you to set up "scheduled" tax payments. These scheduled tax payments automatically include all the right items for 941 and 940 taxes. Also, all of the states now automatically group the right payroll items together. Once setup, the Payroll Center will show you exactly what to pay and when to pay your taxes. This feature is available to Standard and Enhanced Payroll customers
Title	Customer Request	Our Response
Printing
Save before print flexibility	Why does QuickBooks save a sales form (estimate, invoice, etc.) when I print it? I just want to print a copy and then revert the changes.	We added an option to not save the form before printing. This way, customers who want to enjoy the added security of always saving forms before they print can still do that, but if you want the flexibility of doing "what–ifs" without saving, you can also choose that option. Improved in QuickBooks 2007 R6 This feature is available in QuickBooks Pro, Premier, and Enterprise	preview
Reports
Multi–User support for the Financial Statement Designer	When I use Financial Statement Designer, I don't want to make other users log out.	The Financial Statement Designer is now multi–user compatible! It also clearly shows any new or deleted accounts to help keep the financial statements in synch with changes in the chart of accounts. This feature is available in QuickBooks Accountant Edition
Donor Contributions Report	I need to send the IRS–mandated notification letters to my organization's donors. I need a report detailing the donors' names, contribution amounts, and dates.	The new "Donor Contribution Summary" report summarizes how much money was contributed by each donor or grant. You can view this report using cash basis, which will show how much donors have already paid, or you can view this report using accrual basis, which will show how much donors have pledged. You can see a list of the transactions that make up an amount by simply double–clicking the amount. This feature is available in QuickBooks Nonprofit Edition
Downloadable Report Templates	I'm having trouble finding the reports I need. Do you have additional reports?	Based on customer requests, we created several dozen downloadable and importable memorized report templates in different categories including Customers, Vendors, Banking, Payroll, and Trouble–shooting. Also, there are three example Excel workbooks you can use to pull data from QuickBooks. To download reports, start at http://www.quickbooksgroup.com/webx/qblibrary/Reports This feature is available in QuickBooks Pro, Premier, and Enterprise
Title	Customer Request	Our Response
Sales & Customers
Price levels on Estimates	I need to be able to see different price levels on my Estimates. Right now, they only appear on the sales orders. I also need to be able to apply an individual markup to a customer and another markup/price level on an item simultaneously on a transaction. Right now, only one price level can be applied.	We added customized price levels to Estimates. Also, for greater flexibility you can now apply an individual markup to a customer and another markup/price level on an item simultaneously. This feature is available in QuickBooks Pro, Premier, and Enterprise
Vendors & Bills
Guide me to Pay Bills when needed	I want to avoid writing "regular" checks to vendors for whom bills are outstanding. This leaves the bills unpaid.	We added a message in the Write Checks form that will detect if open bills are present for the vendor and display the bills. If you choose to pay bills, you can directly go to the Pay Bills form and the outstanding bills for the vendor will be selected to pay. This feature is available in QuickBooks Pro, Premier, and Enterprise
Subcontractors' Insurance tracking	I need to keep track of my subcontractors' expiration dates for Worker's Compensation and General Liability insurance.	We added the ability to track the expiration date for your subcontractors' Worker's Compensation and General Liability insurance. When you add or edit a vendor, fill in the "Work Comp Expires" and "Gen Liability Expires" fields on the Additional Info tab. Later, when you create a purchase order, enter a bill, or write a check for that subcontractor, QuickBooks will notify you if expiration dates have passed, and you can contact the subcontractors to confirm new expiration dates. This feature is available in QuickBooks Contractor Edition.

Title	Customer Request	Our Response
Patch Releases
Product Patches	Please fix significant post–launch issues.	We have now released several free "patch" releases of QuickBooks 2006. The current patch is available online at QuickBooks.com and from within QuickBooks from the Help menu. As a result of the changes in these releases, about 30% of QuickBooks crash reports are resolved. Additionally, many reliability and performance improvements have been made. We encouage all customers to apply the latest patches. Click Here for more information and to download the update.
Banking
New wallet checks to meet Check 21 rules	QuickBooks needs to support the printing of wallet checks that comply with the check 21 legislation, officially known as "The Check Clearing for the 21st Century Act".	QuickBooks 2006 now supports new "Check 21" wallet–size checks as well as the previous wallet check stock.	preview
Convert/Upgrade
Peachtree Conversion Utility	More than 30% of QuickBooks Accountant Edition customers have clients who are on Peachtree and would like to switch to QuickBooks. In focus groups Peachtree customers said that data conversion to QuickBooks consistently ranked as the #1 barrier to switching.	Customers can now download a free "Peachtree to QuickBooks" conversion tool from quickbooksdirect.com/convert The tool converts key "lists" (Chart of Accounts, Customer:Job, Vendor, Employee, Items, and more) as well as open transactions (Invoices, Credit Memos, & Bills). It supports all versions of Peachtree 2001–2006.	preview
Title	Customer Request	Our Response
Customize to Meet My Needs
Added option to turn off Navigation Bar	I want to turn off the Navigation Bar so I can have more room for my icon bar.	We added an option on the View menu to hide or show the Navigation Bar. Improved in QuickBooks 2006 R3
Inventory
Quantity current availability & quantity incoming	I need to be able to quickly locate the stock status of an item before I promise it to a customer.	Now you can view the "current availability" of an item directly from a Sales Order. This is sometimes known as "available to promise". This feature is available in QuickBooks Premier and Enterprise	preview
Track partially received Purchase Orders	I need to track backorders from Vendors.	We made changes so that you can now track partially received Purchase Orders.
Backorder tracking for Sales Orders	When a sales order is partially filled my customers need to see what is on backorder. Please add a way to maintain accurate backorder quantities on sales orders.	Partially filled Sales Orders now display and print Ordered, Invoiced, and Backordered quantities. This feature is available in QuickBooks Premier and Enterprise	preview
Track all costs in an Assembly	I need to track all costs, including labor, to build a finished good/finished product.	Customers can now add labor and overhead to Assembly Items and can include all costs in a Bill of Materials when they include Service, Non–inventory Part, and/or Other Charge items. This feature is available in QuickBooks Premier and Enterprise
Assemblies now show total materials cost	When an assembly item is built it does not automatically show the cost of the individual inventory items.	In the New/Edit Item dialog, an Inventory Assembly now calculates and displays the total Bill of Materials Cost of all component items. You can also enter the total in the Cost field, which can be used to markup the finished good/product. This feature is available in QuickBooks Premier and Enterprise
Printable Bill of Materials	There is no way to print a bill of materials list for my assembly items.	You can now print assembly items with a bill of materials from QuickBooks. This feature is available in QuickBooks Premier and Enterprise
"Full View" for Bill of Materials	In assembly items, the current bill of materials displays only four line items at a time. Some of my assembly items have 100 or more components in a BOM.	A resizable view has been added to the bill of materials for assembly items. Now many more lines can be displayed. This feature is available in QuickBooks Premier and Enterprise	preview
Manufacturers' part numbers on Items	I need to display the manufacturer's part number for the items I list on Purchase Orders.	A Manufacturer's part number is now part of the item setup for inventory and non–inventory parts. It can be displayed as a separate column on Purchase Orders. This feature is available in QuickBooks Premier and Enterprise
Better access for Price Level reports	Price Level reports are hard to find.	The "Item Price List for Price Level" report is now available from the Reports menu. It has a "Select Price Level" option that lets you choose which Price Level report you want to view/print.
Item price rounding options	Allow me to set the number of decimal places that are shown on an item price. I need to round my prices to the nearest whole cent.	Now you can round an item's sales price to the nearest cent, nickel, quarter, dollar, and so on. As a result, you no longer have to deal with sales prices of more than two decimal places. You can round the following item types up or down: Service, Inventory Part, Inventory Assembly, Non–inventory Part, and Other Charge.
Item Change Cost	I'd like to change item costs and sales prices from the "Create Item Receipts" or "Enter Bills" windows directly, instead of opening the item list.	Now when you enter a new cost for an item on a purchase form, you now get an option to update the item's cost. (Purchase forms include Purchase Orders, Bills, and Checks.) Item Types with this feature include: Services, Inventory Parts, Inventory Assemblies, and Non–inventory Parts.
Sales Order fulfillment worksheet	I need to decide which Sales Orders to fulfill first.	Now you can choose from several options to help decide which order to pick, pack, and ship. For example, you can sort by date ordered or completely fulfilled. You can also batch–print Pick Lists, Packing Slips, and Sales Orders. Additionally, you can QuickZoom to the Sales Order to create the Invoice. This feature is available in QuickBooks Premier and Enterprise	preview
Multiple Sales Orders convert to a single Invoice	I need to be able to create a single invoice with items coming from several sales orders, instead of one invoice per sales order.	You can now create a single invoice from multiple sales orders! This feature is available in QuickBooks Premier and Enterprise
Pick List/Packing Slip	I don't have a way to print a pick list or packing slip. Our warehouse staff sometimes pulls the entire order again since they don't know that part of it was previously fulfilled.	You can now print a pick list & packing slip based on a sales order. The pick list shows only items that haven't been filled. This feature is available in QuickBooks Premier and Enterprise
Title	Customer Request	Our Response
Lists
Searching lists	There should be a way to search customer, vendor and employee lists based on name, address, city, zip, phone number, and so on.	With the new customer, vendor and employee centers you can filter the lists to display only certain items. This is a useful way to find a particular list entry or to display only a particular set of entries. For example, you might want to find and display only a particular customer, or find and display your vendors from a particular city.	preview
MS Office® Integration
Improved Word® and Excel® Integration	QuickBooks has offered integration with Microsoft Office applications such as Word® and Excel® since QuickBooks 99. Now these features are easier to find.	We added additional access points to the Word® and Excel® integration capabilities QuickBooks offers. Also, now you can import custom fields on Item records using the Excel import function.
Improved Microsoft Outlook® Integration	I want the ability to use my QuickBooks data with Microsoft Outlook®.	We built a new QuickBooks Contact Sync tool for Microsoft Outlook®. This free download allows users to synchronize their Customer, Job, and Vendor information with Outlook® contacts. With QuickBooks Contact Sync, your critical contact information – email addresses, phone numbers, mailing addresses, and even notes from customer conversations – is automatically synchronized at the click of a button. The tool works with Microsoft Outlook® 2000, 2002, & 2003 and is available as a free web download at: www.quickbooks.com/contact_sync.
Title	Customer Request	Our Response
Multi–User Features
More Simultaneous Users	I need more than 10 users to access my company data at the same time.	QuickBooks Enterprise now allows simultaneous access for up to 15 users. This feature is available in QuickBooks Enterprise
Multi–User performance improvements	QuickBooks is too slow and it's getting slower as my file gets bigger!	QuickBooks 2006 now has a new underlying database. As a result, benchmark tests with QuickBooks 2006 for multi–user performance measured two and a half times better than the same tests against QuickBooks 2004. Customer Comments: Falcon Executive Aviation (QuickBooks Enterprise, 10 users): "We won't go back. We love QuickBooks but were at the end of our rope with it due to performance issues with 10 users – it was either change products or the 2006 Beta version of QuickBooks. We love it. We'e staying with QuickBooks." Dean & Associates: "You guys have made me a hero. I am getting great reports on the performance enhancements. My staff are e–mailing me with thanks."
Navigation
Removed Advertising from Navigators	Let me remove advertising from the navigators. Really, if I want to buy anything else from you, I'll go on the website myself.	The new "Home Page" Center contains only a small section called "Learn About Services". Improved in QuickBooks 2006 R6
Resize columns in transaction tables	I'd like to resize columns on my transaction forms (such as Invoices, Checks, and Bills.)	Now most windows and forms in QuickBooks have resizable columns, allowing you to view more of what's important to you and less of what's not.	preview
Streamlined Menus	Please make features easier to find. I've been using QuickBooks for years and just found a feature that's been there for a long time.	It's now easier to find the features you regularly use in the new streamlined menus. We've reduced cross–sell and feature redundant items. Now there are 40% fewer top–level menu items.
Customizable Home Page	The navigators are not as customized to my business as they should be. For example, QuickBooks ask me in the Easy Step Interview whether I want to track my expenses (Accounts Payable), but even when I say "no" the feature still shows up on my navigator.	The new Home page is customized for your business, based on your answers to the updated Easy Step Interview and your preference settings.
Consolidated company home page	I don't want to have to search through 5 different navigators to find what I am looking for. I want one place where I can go to access all of my most important activities.	The new company "Home page" gives you one–click access to your most important activities from a single screen.	preview
Print Checks access points	Please add Print Checks and Enter Credit Card Charges icons to the Home Page.	To give you easier access to Print Checks and Enter Credit Card Charges, we've added two new icons to the Home Page. Improved in QuickBooks 2006 R5	preview
Title	Customer Request	Our Response
Other Features
Help improvements	Please make help more helpful.	The help team's project "100 days of help" made many changes to help in this release. Look for richer content and updated help topics based on your In–Product help feedback! Improved in QuickBooks 2006 R5
Reminders keep showing up!	I keep getting the same reminders over and over, such as to file tax forms.	We fixed the underlying issue that caused the same messages to reappear. After upgrading to R5, you may still see some of the same reminders until they are all "cleared from the queue", and then they will go away! Improved in QuickBooks 2006 R5
QuickFill is not working correctly	Accounts entered by account number don't auto–fill properly when typed into the account field.	This situation occurs when both the Use account numbers & the Automatically open drop–down lists when typing preferences are active. This problem has been resolved in R3. Improved in QuickBooks 2006 R3
Title	Customer Request	Our Response
Payroll
Direct Deposit Setup Fix	Please allow me to enter two Direct Deposit accounts on an employee record! It was working, but now it is not.	Fixed the employee record. Now QuickBooks correctly saves two Direct Deposit accounts, as was originally designed. Improved in QuickBooks 2006 R5
email Paystubs to employees	I'd like to email Paystubs to my employees. This is especially useful for employees who's net pay is direct deposited using the direct deposit service.	Added the capability to email Paystubs directly from QuickBooks. To access this feature, first update to R3 & then choose File \| Print Paystubs. Improved in QuickBooks 2006 R3	preview
Added new state forms	I'd like to see more state forms offered in the Enhanced Payroll Service.	Added additional state forms for the following states: Arkansas, District of Columbia, Idaho, Mississippi, North Dakota, Ohio, Utah, West Virginia. For a complete list of State Payroll Forms, see www.quickbooks.com/taxforms. Improved in Payroll Update 20601 This feature is available to QuickBooks Enhanced Payroll subscribers
New 943 payroll form!	Please add the 943 form. This request has come in consistently from agricultural business over the last several years.	Due to the inclusion of new TurboTax technology in QuickBooks, we are now able to add the 943 form. To get this form, be sure to get the latest payroll update. Improved in Payroll Update 20601 This feature is available to QuickBooks Enhanced Payroll subscribers
Better access to information stored on payroll items	I'm not sure where my wage limits, tax rates, and tax ID's are stored, and/or can't find where to enter or change this information.	Changed the Payroll Item List to include additional commonly used columns including the item rates, limits, payable to, and ID information. Now each time you view the list you can quickly see these details.	preview
Make paychecks easier to find	I want to review, change, or reprint existing paychecks for an employee, but I'm having trouble locating them.	The new Employee Center makes it easy to locate existing paychecks. The Center replaces the Employee List. After clicking on an employee in the list, the employee's YTD paychecks are displayed almost immediately. To review a paycheck, double–click it to open it.	preview
Faster data entry when creating paychecks	When creating paychecks, there is no way to tab from table to table. I have to use the mouse.	We created hot–keys to move from table to table on the paycheck. Now Alt–A, Alt–E, Alt–O and Alt–M move the data entry point from one table to another without using the mouse.
Fix sick/vacation balance when reprinting older paystubs	When I print old paystubs for an employee, the current sick & vacation balances print. Also, the current employee information such as number of deductions and filing status prints.	Since QuickBooks tracks sick & vacation only as current balances, we changed paystub printing so that historic paystubs don't include the sick/vacation balances or the employee status information.
Prevent accidental paycheck recalculation	Please let me adjust my historic paychecks to add or remove jobs or classes, correct the earnings item I used, or even to add or remove sick/vacation time without automatically recalculating the net pay.	Added a new feature to paychecks called "Lock Net Pay" that allows you to safely make any changes in the earnings table of a paycheck as long as the earnings total doesn't change. You can safely save the paycheck without recalculating taxes or net pay.	preview
Semi–Monthly pay period improvements	Please fix semi–monthly pay periods where the pay period is not the 1st – 15th & 16th – 31st. I pay on another period, like the 5th – 20th, and the period begin & end dates are always wrong and must be reset on each paycheck.	We added logic to properly set the pay period begin and end dates for this case. Now, after setting the pay period end date on the Select Employees to Pay window, the periods for each paycheck are calculated as you would expect them to calculate.
Employee hours are now sent to payroll forms	Please add Hours values to my state payroll tax forms.	Some state payroll forms ask for hours. Different states have different meanings for "hours". QuickBooks now sends hours by sub–type in some detail to the state forms, which will allow most forms to pre–fill your employee hours (changes for forms coming in the next few months.) Improved in QuickBooks 2006 R7 This feature is available to QuickBooks Enhanced Payroll subscribers
Help & Guidance for W–2's	How do I know my W–2 numbers are in balance and my W–2's are complete?	Added error checking to the new W–2's, which use Turbo Tax technology. The error checking looks for taxes in balance, missing data, duplicate SSN's, invalid SSN's, and other W–2/W–3 inconsistencies.	preview
More visibility for payroll tax forms	I'm having trouble locating my tax forms. How do I create State and Federal forms?	We added a "Process Payroll Forms" access point to the new Payroll Center. This takes you directly to the State and Federal tax forms feature. A list of currently supported payroll tax forms is available at www.quickbooks.com/taxforms.	preview
4 Box 14 lines items for W–2's	I'm in New Jersey and we typically have 4 lines of detail for box 14. Because QuickBooks W–2's only prints three lines of detail on a W–2, QuickBooks prints a second W–2 for each employee.	We changed the new W–2's to include 4 lines for box 14. Now most employers in New Jersey can print just one W–2 for each employee instead of two.
Pick exactly which W–2 sub–form to print	I want to print just the state, federal, company, or employee copies of the W–2 form. Currently, some of these are mixed up on a single page.	Changed the way W–2's print to support more business–specific workflows and to allow all customers to print one W–2 "copy" at a time.	preview
New W–2 form styles	Please add 4–up W–2 forms.	Added a 4–up W–2, where all the forms needed for an employee print on one page!	preview
Include a previously overpaid tax in a payment	Please let me select a tax to pay, even it if has been overpaid before, as long as I'm paying it with other taxes.	Now you can. Note this situation is useful only when paying a group of taxes, such as your 941 taxes. If one or more of the taxes was slightly overpaid in a previous month, you might want to select it anyway, and then it will reduce the total current payment. Improved in QuickBooks 2006 R7
New deposit–frequency–based payroll liabilities	Paying Liabilities is hard to figure out. To do it right, I need to manage pay frequencies, payroll dates, and other payment–related information.	Added a new way to pay liabilities from the Payroll Center. Now you can setup custom "Deposit Frequencies" based on Federal and State requirements. After setup, your balances due will appear on the Payroll Center by their due date. From there, you can create a liabilitiy payment check with one click.	preview
Where is Pay Employees?	I can't find out how to pay employees!	Starting in QuickBooks 2006, the Employee menu is service–context–sensitive. When you don't have a service, items you don't need are removed. We made the "no service" Employee menu clearer, adding a "Pay Employees" selection with sub–items for choosing your payroll option. Improved in QuickBooks 2006 R7
Easier to add a company to your subscription	I'm not sure if I can add an additional company to my payroll subscription or even how to do it.	We added special menu choice that is visible when you may want to add a non–subscribed company to your existing payroll subscription: If you're subscribed to payroll, you can now see the "Add Payroll Service" and "Use my existing Payroll Service" options whenever you're in a company file that is not setup for payroll. After selecting the option, the new company is added to your subscription with a few clicks and in about 20 seconds.	preview
Include timestamp in send/receive payroll window	After sending my direct–deposit orders or my Assisted Payroll paychecks, I'm not sure if I sent payroll by the cutoff time.	We now include the date and time of each payroll transmission. This allows you to look back and verify that your payroll was sent on time.
Easier access to service account information	Please help me understand my next payroll–service bill date, the credit card used with the payroll service, my service status, and what company information you have for my payroll account.	Added a link in the Payroll Center that takes you directly to your online account information. The "Account Maintenance" feature lets you review your company & account information and to make changes to you credit card and your contact information.	preview
Save desktop when creating payroll forms	After I create payroll forms, all my favorite windows are closed and have to be manually reopened.	Now, after creating state or federal tax forms your desktop is restored.
Payroll Update improvements	I've had trouble with the payroll update feature not finishing or giving me an error message I don't understand.	We changed the update error messaging, now including text pointing customers to a special help site online. We also made payroll updates 25% more reliable by fixing customer–reported errors. The help site at http://www.quickbooks.com/support/payrollupdate focuses on error messages caused by internet–access problems (which are often related to firewall software.)
Title	Customer Request	Our Response
Performance/Speed
Performance when saving data	Saving an invoice or other sales form takes too long.	We made changes to increase performance when saving sales form transactions. In some tests, saving transactions is up to 100x faster than in previous releases of QuickBooks 2006 (your mileage will vary.) Improved in QuickBooks 2006 R6
Moving between transactions is too slow	Pressing "Previous" or "Next" on an Invoice or other form takes too long!	We made moving from transaction to transaction much faster. Improved in QuickBooks 2006 R5
Reporting
Improved Audit Trail	The audit trail provides insight into what transactions have been changed & deleted but it is not utilized by many customers because it is off by default and makes QuickBooks run slower.	In QuickBooks 2006 the audit trail is "always on" and does not affect performance. As a result, you can always see the complete history of a transaction, and when using user logins for QuickBooks access, you can see who changed what when.
Finding transactions	Example Comments: Please make a separate "folder" or way to easily find a customer's history of previous transactions. It would be most efficient if we could pull up & QuickReport on a customer and see Estimates also. We need a list of Vendor purchases with totals.	The new Customers, Vendors and Employee centers show key information for each record. For example, when you pick a customer, you can see a history of transactions by transaction type, which can be quickly filtered in several ways.
Totals on QuickReports	I need QuickReports to show totals.	The new Centers display totals on transaction views (wherever totals make sense.)	preview
Default settings for QuickReports	I want the ability to control the default settings for QuickReports.	The new customer, vendor, and employee centers have transaction views that take QuickReports to the next level. They allow you to set defaults for each transaction view, including: Date Range, Columns Displayed, Column Order, and Sort Order.
Title	Customer Request	Our Response
Reports
Downloadable Report Templates	I'm having trouble finding the reports I need. Do you have additional reports?	Based on customer requests, we created several dozen downloadable and importable memorized report templates in different categories including Customers, Vendors, Banking, Payroll, and Trouble–shooting. Also, there are three example Excel workbooks you can use to pull data from QuickBooks. To download reports, start at http://www.quickbooksgroup.com/webx/qblibrary/Reports This feature is available in QuickBooks Pro, Premier, and Enterprise
Sales & Customers
Easier Credit Card Refunds	I can't issue credit card refunds from receive payments. I have to create a credit memo then issue a refund.	You can now issue credit card refunds directly from the receive payments form.
Save Item Description when Changing Items	My Items don't have standard descriptions. When I enter the description I occasionally select the wrong item and then change it. When I do this I have to retype the description, which can be time consuming!	QuickBooks now gives you the option to keep the original item description when you change an item on a sales form.	preview
Title	Customer Request	Our Response
Technical Support
30 Days Free Technical Support	I need free support to help me get started using QuickBooks.	We now provide free callback support for 30 days after software registration. Our technical support team can help answer your questions on set–up, upgrading, or how to use specific QuickBooks features. You can send your questions online using our convenient Callback Request form and a support agent will call you back. It's easy, and you'll spend less time on the phone!
Vendors & Bills
Improved data–entry when entering Bills	In the enter bills form, the reference number is not in the correct place. It should follow the date field. Consequently I sometimes forget to enter the reference number on my bills.	The reference number field in the enter bills form is now placed immediately after the date field.
View & change vendor address in the enter bills Form	When I enter bills, I cannot see the address for the vendor so there is no way for me to know if I have the correct address on file until I print the check.	In the enter bills form you can now view and update the vendor address!	preview

Title	Customer Request	Our Response
Patch Releases
Product Patches	Please fix significant calls & bug reports.	We released several free "patch" releases to QuickBooks 2005. The current patch is available from within QuickBooks at the bottom of the File menu or as a download from the QuickBooks support website. Click Here for more information. As a result of the changes in these patches, QuickBooks is 30% more reliable.
Banking
Changes to support Check 21	I'm concerned about the new Check 21 changes. Will QuickBooks checks be accepted by my bank?	Yes, QuickBooks checks will be accepted. QuickBooks now defaults to Arial 10 for check printing & always prints the check amount in Arial 10, even if you change the other fields to a different font. This ensures compatibility with check scanning equipment. Improved in QuickBooks 2005 R4
Add payment method type list	I want to receive other types of checks such as traveler's checks or gift checks and include them on printed deposits.	Added a Payment method type list, and each payment method can be associated with a payment method type. For example, a payment method "Travelers Check" can be of the type "Check", and so can be included on printed deposits.
Title	Customer Request	Our Response
Sales & Customers
Auto–adjust for over or under payment	Sometimes a customer pays the wrong amount. If they underpay by a small amount, I want to write off the difference. If they overpay, I'd like to quickly issue a refund. I'm not sure how.	Receive payments will now prompt you when a payment amount and the invoices selected to pay don't match, offering the options to either write of an underpayment or quickly issue a refund for an overpayment.
Find open invoice by number at receive payments	I have a payment for a specific invoice number, but I am having difficulty finding the customer or invoice.	Now from receive payments you can search for an invoice number, and apply the payment to that invoice, without first finding the correct customer name.
Auto–fill payment amount based on open invoices	When I receive a payment, and it is for the same amount as an outstanding invoice, I just want to click the invoice, not enter the payment amount first.	If you don't enter a payment amount, QuickBooks will auto–calculate it for you as you check off Invoices to pay.
Ship To on Estimates	I need a "Ship To" field on my Estimates.	Now Added "Ship To" field on Estimates. This feature is available in QuickBooks Pro, Premier, and Enterprise
Title	Customer Request	Our Response
Payroll
State forms for Accountants, when in client file.	I want to be able to process state forms for my client, who is not subscribed to the Enhanced Payroll Service (but I am.)	Accountants with Enhanced Payroll Plus for Accountants now have the ability to access State Forms when working in client company files on the accountant's system, even when the client is subscribed to Standard Payroll service instead of the Enhanced service. Improved in QuickBooks 2005 R6
Right–Click options at Select Employees to Pay	When paying employees, I'd like to update the employee before creating a paycheck.	We added right–click options at the Select Employees to Pay window. These enable you to conveniently edit employee records before paying employees. Improved in QuickBooks 2005 R6
Increase size of paycheck voucher font	The font on my paycheck vouchers is too small. I'd like to increase the font size.	Changed the existing preference for larger/smaller fonts for Paystubs to include the Paycheck voucher. Now you can select a larger font for both of these printed forms in Payroll Preferences, available from the Edit menu. Improved in QuickBooks 2005 R6
Paystub Security Improvements	New California legislation mandates that Social Security Numbers (SSN) must not print in their entirety on paychecks. Printing the SSN is optional until 2008 and then it must be masked.	Now only the last four digits of an employee's SSN prints on the paystub. This is a preference and can be changed to print the entire SSN or to omit the SSN. Improved in QuickBooks 2005 R4
Paystub security changes	When printing Direct Deposit paystubs, I'd like the employee's bank account to be 'masked' for security purposes.	QuickBooks now masks the employee's bank accounts when printing Direct Deposit paystubs. Only the last 4 digits are visible, so the employee can identify the account. This a preference and can be changed to print the entire bank account number. Improved in QuickBooks 2005 R4
Rename Sick and Vacation pay on paystubs	My business has Paid Time Off (PTO) instead of Sick & Vacation. I want to print PTO on paystubs.	Now you can give both Sick and Vacation benefits a custom name for printing on paystubs.	preview feature
Net to Gross paycheck calculation	I want to issue bonus checks to my employees for particular net check amounts, such as exactly $1,000.	We added a new feature called "Enter net/Calculate gross" to paychecks. Now you can enter the net pay amount and QuickBooks will calculate the resulting earnings amount.	preview feature
Copy last paycheck earnings table	I enter jobs or classes for payroll checks. My employees work on similar or the same jobs or classes each week, and each week I must reenter this information on the paycheck. When creating new paychecks, I want the last paycheck earnings table for each employee to be the default for the new paycheck.	In QuickBooks 2005 you can optionally copy the last paycheck's earnings table to a new paycheck for the same employee. This is great if you track multiple Jobs or Classes per check and they remain the same or similar from pay period to pay period.
Optionally exclude hours from salaried employees paystubs	Printed paychecks & paystubs for salaried employees don't look very professional because they include the hours worked when hours are entered. I'd like to not print the hours, even if I enter them for job costing purposes.	QuickBooks 2005 includes an option to not print hours for salaried employees.
Track sick & vacation by anniversary date	I want to track my employees sick & vacation time by their anniversary or another date, not on the calendar year.	Now each employee's sick and vacation can be tracked using a custom date, such as their hire date.	preview feature
Added total hours to payroll summary report	I want better reporting of total hours worked by employee.	Now the Payroll Summary Report includes totals for both wages paid & hours worked.	preview feature
Increase speed of State Payroll Forms for larger companies.	Creating state payroll forms are slow and sometimes the form doesn't display.	Made changes to the state forms feature to improve performance, especially in cases where there are many inactive employees who are not paid in the current year. Improved in QuickBooks 2005 R6
Accountants Print State forms for their Clients	I'm an Accountant subscribed to Enhanced Payroll for Accountants, which includes state payroll forms. However, when I use my customers' QuickBooks company files I can't create state payroll forms for them.	We made changes so that customers with the Enhanced Payroll for Accountants service can create state payroll forms for their clients, even if their clients to not subscribe to the Enhanced service. Improved in QuickBooks 2005 R6
1099 feature improvements	I'm having trouble getting all my 1099 forms to print. OR, trouble getting all the money paid to a 1099 Vendor to display on the 1099.	We replaced the 1099 dialog with a new window that helps customers step through the 1099 configuration and verification process when creating 1099 forms. The new dialog helps customers set up applicable 1099 Vendors and accounts for each 1099 box in use. Improved in QuickBooks 2005 R6
Added form 940EZ	Please add the form 940EZ. My company qualifies to use the simpler EZ form, and I'd like to use it instead of the more complex form 940.	We added the form 940EZ to the list of supported forms.
3rd party preparer fields on tax forms are now editable	Please enable me to enter 3rd party preparer information on payroll forms.	QuickBooks 2005 now supports 3rd party preparer information on payroll forms.
Added hundreds of state payroll forms	Please add state payroll forms, such as my State Unemployment form.	Many state payroll forms are now included as part of the Enhanced Payroll Service. These forms are pre–populated using your QuickBooks payroll data and can be reviewed, edited, and printed from QuickBooks. For a complete list of supported forms, see http://www.quickbooks.com/taxforms.
941 fields all editable	I'd like to have access to all the numbers on payroll forms.	Now the data on federal forms 941 & 940 can be edited right on the form using a new TurboTax based forms technology.
Prefilled 941 payment voucher	I wish the 941 Payment voucher would pre–fill with all needed information, or be editable, and that it would only print when needed.	Now the 941 voucher pre–fills with company information and you can optionally skip printing it when it is not needed.
New 943 payroll form!	Please add the 943 form. This request has come in consistently from agricultural business over the last several years.	Due to the inclusion of new TurboTax technology in QuickBooks, we were able to add the 943 form. To get this form, be sure to get the latest payroll update. Improved in Payroll Update 20601
Streamline Direct Deposit setup	When signing up for Direct Deposit, there are too many steps and it takes too long.	With QuickBooks 2005, Direct Deposit is integrated with the available payroll services. Activation is quick and easy: Essentially, you specify a special PIN for transmitting your Direct Deposit orders and then verify your checking account. There is no up–front signup fee, and it can take as little as two days to be ready to transmit Direct Deposit orders.
Title	Customer Request	Our Response
Lists
Revised drop–list behavior	I don't like the new QuickBooks 2005 feature that automatically opens drop down lists when I'm entering data.	We added a preference for this feature, available in General preferences from QuickBooks' Edit menu. If you are an upgrader and like the old style, you may now change this behavior in preferences. Improved in QuickBooks 2005 R4
Drop–lists auto–filter as you're typing	It's hard to locate the correct list item. I have thousands of items and data entry is difficult.	When entering text in list–driven fields on forms, now the pick lists auto–filter to match your data entry.
Resizable drop–lists	When picking items from lists, the lists are too narrow to see the entire item name.	Added the ability to resize columns in lists and also the width of drop down lists. Now the entire list name can be seen, no matter how wide it is.
Title	Customer Request	Our Response
MS Office® Integration
Improved Microsoft Outlook® Integration	Customers want the ability to use their QuickBooks data in a variety of applications, and Microsoft Outlook® is a top request.	We added a new QuickBooks Contact Sync tool for Microsoft Outlook®. This free download allows users to synchronize their Customer, Job, and Vendor information with Outlook® contacts. With QuickBooks Contact Sync, your critical contact information ? email addresses, phone numbers, mailing addresses, and even notes from customer conversations ? is automatically synchronized at the click of a button. The tool works with Microsoft Outlook® 2000, 2002, & 2003 and is available as a free web download at: www.quickbooks.com/contact_sync. This feature is available in QuickBooks Pro, Premier, and Enterprise
Improved Microsoft Outlook® Integration	Customers want the ability to use their QuickBooks data in a variety of applications, and Microsoft Outlook® is a top request.	We added a new QuickBooks Contact Sync tool for Microsoft Outlook®. This free download allows users to synchronize their Customer, Job, and Vendor information with Outlook® contacts. With QuickBooks Contact Sync, your critical contact information ? email addresses, phone numbers, mailing addresses, and even notes from customer conversations ? is automatically synchronized at the click of a button. The tool works with Microsoft Outlook® 2000, 2002, & 2003 and is available at: www.quickbooks.com/contact_sync. This feature is available in QuickBooks Pro, Premier, and Enterprise
Multi–User Features
Password Recognition Issues	QuickBooks 2005 is having difficulty recognizing my password after I upgrade.	We made changes to resolve password recognition problems for long passwords and mixed–case passwords. Now all passwords should be properly recognized during the upgrade process. Improved in QuickBooks 2005 R6
Title	Customer Request	Our Response
Other Features
Wider Memo on General Journal Entries	I'd like to see more of the text in the Memo field for General Journal transactions.	We changed the General Journal transaction to make the Memo column wider when viewing transactions, especially on larger–resolution monitors. Improved in QuickBooks 2005 R4

Title	Customer Request	Our Response
Patch Releases
Product Patches	Please fix significant calls & bug reports.	We released several free "patch" releases to QuickBooks 2004. The current patch is available from within QuickBooks at the bottom of the File menu or as a download from the QuickBooks support website. Click Here for more information. As a result of the changes in these patches, QuickBooks is 35% more reliable.
Banking
Limit uncleard transactions in reconcile	When a large client uses QuickBooks and has not reconciled for over a year, there could be thousands of checks that need to be reconciled (making the reconciliation a complete mess.) What about developing a method whereby you can limit the time period through which you are going to reconcile?	We added a checkbox to reconcile window to display only items that occur before the statement date.
Undo reconcile after it's completed	Please consider adding a feature that will allow you to "Un–reconcile" a range of dates in bank accounts. I had to spend hours un–checking all the items in order to reconcile.	We've added the ability to "undo" previous reconciliations.
Customizable columns in reconcile	I would like to see the deposit memo field displayed on the bank reconciliation screen (the right–hand deposits window). All our deposit entries have dates and amounts, but very few have "payees" leaving a large blank hole in the middle of this screen.	We enabled you to choose the columns you want to display on the bank reconciliation screen.	preview feature
Title	Customer Request	Our Response
Sales & Customers
Invoice layout improvements	On a printed invoice, the quantities don't line up because some have decimal values and others don't.	For each invoice template you can now force the quantities to line up by printing a specific number of decimal places.
Payroll
Payroll items with one–time and multi–year limits	There should be a way to track to employee loans and other areas of payroll that might carry from year to year. I don't want my employee loans to restart at each new year.	We added the capability to set up a payroll addition or deduction with a one–time limit which can span multiple years.	preview feature
Payroll deductions now calculate on hours worked	I would like to see our payroll item 401K calculated automatically as a function of the hours entered in payroll. When I create a paycheck I have to manually enter the hours worked to get the Labor & Industry tax calculation.	We added the abilit