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!
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QB 2010 & Enterprise 10
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QB 2009 & Enterprise 9
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QB 2008 & Enterprise 8
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QB 2007 & Enterprise 7
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QB for Mac 2009
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Point of Sale 7
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Banking
| Title |
Customer Request |
Our Response |
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| 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 for Mac 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. |
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| Online Banking - Direct Connect |
I want to download my Wells Fargo, Citi Cards and American Express statements. It is time consuming to enter all the charges manually. |
Save time and avoid data entry errors. Instead of typing in your bank and credit card transactions, download them from over 3000 participating financial institutions that support either Web Connect or Direct Connect and easily import them into QuickBooks. |
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In Product Help
| Title |
Customer Request |
Our Response |
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| Improved Help |
Can you provide more in-depth help features? It would be nice to have"step by step" visuals and instructions so I can learn how to do things. |
We updated help to provide you just what you need at our fingertips. Tabbed navigation and expandable help topics allow for you to get the details when you need them. |
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Navigation
| Title |
Customer Request |
Our Response |
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| Home Page |
On the PC versions, there is a "Home" page with a workflow of how to do things in QuickBooks overview. Please add this to the QuickBooks for Mac version! |
The Home Page brings key tasks to one screen and uses arrows to show how they are interrelated, giving you one-click access to commonly-used tasks like creating estimates or invoices. Badges and placards, at a glance, identify select tasks that need your attention. For example, wondering if you have open invoices? Look for the red badge next to the invoice icon on the Home Page. It tells you how many invoices are open. Then simply move your mouse over the badge and a placard pops up showing you the total balance of those invoices with one click access to a report showing you the detail. |
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Customize to Meet My Needs
| Title |
Customer Request |
Our Response |
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| Centers (Customer and Vendor) |
It would be nice be able to look up a customer by name or to even select multiple names. This would be especially handy when you need to make multiple customers inactive. |
Find what you need, when you need it with the new Customer, Vendor, and Transaction Centers. These Centers consolidate key information onto a single screen. The next time a customer calls with a question about his account, simply go to the Customer Center to see his contact information and complete transaction history. |
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| Google Maps & Directions |
I often need to find driving directions to a customer or vendor. It would be great if there was a way that you could get a Google map of the customer's address directly from the customer screen. |
With Google Maps & Directions you can now you easily find driving directions to customers or vendors without leaving QuickBooks. |
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| iCal Improvements |
Since you already have a method to add QuickBooks events to iCal, is there a way to reverse that and have an iCal event (with certain criteria) become a QuickBooks to-do or note? |
iCal integration now supports both read and write between QuickBooks and iCal. Create an invoice and the due date and details flow to iCal. Add or change a reminder in either application and the other application updates automatically. |
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Data Entry / Workflow
| Title |
Customer Request |
Our Response |
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| Multiple and Duplicate Estimates |
Please allow more than one estimate at a time per client. Many times, I have numerous job bids with the same client. |
Duplicate an existing estimate and have multiple estimates per customer or job. |
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Patch Releases
| Title |
Customer Request |
Our Response |
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| Improved Product Updates |
Why can't you guys just make it easy for Mac users to update? |
Check and update QuickBooks in seconds. Update QuickBooks when it is convenient to you. |
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Email Forms & Reports
| Title |
Customer Request |
Our Response |
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| Batch Email |
We need better functionality for emailing invoices, such as choosing between batch e-mailing and sending just one at a time. |
Now when you turn an invoice, estimate, purchase order or report into a PDF and attach it to an email, you can choose to send it off right away or batch it together to send along later with other email-ready forms. Send everything off when it's most convenient for you. Either way you won’t have to wait for the post office to deliver it. |
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Vendors & Bills
| Title |
Customer Request |
Our Response |
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| 1096 Support |
Allow the ability to print IRS form 1096. The program has all the information (as I've printed the 1099-MISC already), but you haven't set up the ability to print a 1096. |
QuickBooks for Mac helps you create and print both 1099 and 1096 tax forms for you and your independent contractors. |
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Reports
| Title |
Customer Request |
Our Response |
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| Report Center |
Make it easier for me to find the report I need so I can get the details necessary to make business decisions. |
Sure, having access to over 100 customizable reports is great. But if you’ve ever tried to locate the right one you know what a challenge it can be. Use the redesigned Report Center to preview report templates and quickly find the report you need. |
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