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05/24/2012 at 04:51PM PDT

Important Announcement! A planned system-wide upgrade will take place over the Memorial Day Weekend in the US (From Thurs, May 24, 2012 at 6 pm PDT thru Tues, May 29, 2012 at 5 am PDT). This includes QuickBooks, QuickBooks Payroll, Point of Sale, & Salesforce.com. This is only for US based products. This does not affect QuickBooks Online customers! During this time, you can shop, but can’t place orders online, activate products or update account info. We apologize for the inconvenience & thank you for patience while we improve our infrastructure to better serve you. International versions are unaffected. For more info, see our community discussion.

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CBrown

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03/10/11 4:51pm PST
Viewed by asker 03/11/11 8:58am PST

Can we have Document eSort back?

ProSeries

ProSeries eSort used to bookmark everything very well. This one just lumps everything in together. One consolidated 1099 bookmark with 43 sub-pages instead of breaking it up by brokerage account like it used to.
The import feature is okay, but I don't think the accuracy is enough to compensate, especially when it doesn't let you select what to import and as a result duplicates the same 1099s coming in from the direct download with the brokerages. Plus for the amount of time it takes to review and fix the errors we're not really saving any time.

I ran the exact same file through GruntWorx (the program ProSeries used for eSort) and got way better results. The file was better organized and had better OCR using the same source file. I'll miss having it tied to ProSeries, but I'd rather have a well sorted file.

I do really like the direct download for the 1099s. Tool bad we can't purchase it seperatly.

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