QuickBooks Desktop 2017 – New Features

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Quickbooks Desktop 2017 Features

The following new/updated features are available in all Windows versions of QuickBooks 2017 (Pro, Premier, Accountant, and Enterprise)

Scheduled Reports

  • The ability to automate sending reports via email at scheduled times.
  • Automatically email reports on a schedule that fits your business and quickly see their status in the Schedule Reports Centre.
QuickBook Desktop 2017 New Features
QuickBooks Desktop Features
QuickBooks New Features 2017
QuickBooks Features

Search Improvements

Locating the information that you need, quickly and efficiently, can be important if you have a large amount of information to work with in your QuickBooks file. A number of search and filter improvements have been implemented that may help you with this task.

  • Type in any drop-down and you’ll see all possible matches. Relevant matches narrow as you type more.
  • Search transactions by Amount, Date, Word, Number and much more
Desktop 2017 Latest Features

If you have a large amount of information in your QuickBooks file, particularly in lists, any method of improving search capabilities is welcome. QuickBooks 2017 has a number of helpful improvements.

In Between Amount Search

Another search improvement is in the advanced tab of the Find feature (press ctrl-F). If you select the Amount filter, now you can enter a range of values to search for.

This helps if you have a general idea of the amount you are searching for, rather than an open ended “less than or equal to” kind of search.

The amount range can also be used in the Search feature (press F3).

You’ll also find this added to the Amount filter in report customization.

Customer/Vendor Type Filter

In both the Customer Center and Vendor Center you can filter the list with a Custom Filter to limit which records you see. QuickBooks 2017 adds the ability to filter by the Customer Type.

Report Customization Improvements

You can now view and print information about what filters have been included in the report, as well as make multiple-record filter selections more easily.

Desktop 2017 Features

Security Improvements

Intuit has changed what components are used by the program to improve security, as well as some other security-related issues.

  • Data security is an important topic, and Intuit continues to make updates that will improve the security of your data, as well as maintain compliance with payment, payroll, and taxation laws. There are a number of security-related changes in QuickBooks 2017.
  • QuickBooks 2017 is only supported on Windows 7 SP1, Windows 8.1 Update 1, Windows 10, Windows Server 2008 R1 SP1, or Windows Server 2012 R2. This drops Windows Vista, Windows Server 2003, and Windows Server 2011, all of which are less secure versions. Not a big deal, but you do need to be aware of these kinds of changes.
  • Versions of Internet Explorer older than IE11 are no longer supported. That might catch some people who haven’t upgraded, but it is a good change. Note that QuickBooks is hard wired to use Internet Explorer in some cases, even if you are using Chrome or another browser as your primary browser.
  • Adobe Flash has been removed from QuickBooks, due to security issues.
  • QuickBooks 2017 will include the .NET Framework 4.6, which is an updated version of this Microsoft toolkit that many programs rely on.
  • QuickBooks payment services have been migrated to TLS 1.2 (transport layer security), which is the minimum level recommended for PCI compliance.
  • Intuit continues to make EMV compliance an important goal, which mostly affects integrated payment solutions rather than QuickBooks desktop itself.

Miscellaneous Improvements

  • There are a number of smaller improvements, some of which can be significant depending on your situation.
  • The Record Deposits icon shows the number of deposits that are available.

Record Deposits Icon

If you have open payments, the Record Deposits icon in the Home Page will now show you how many are available to deposit. If you use the Home Page, this helps point out that there are some records available to work with.

QuickBooks Desktop 2017

A Cleared flag shows on cleared credit card charges.

Intuit has added a “Cleared” flag/icon to theCredit Card Charges window if a transaction has been cleared, similar to what is done with Checks.

QuickBooks New Features

If a User is deleted, the deleted user’s name will still show on the audit trail.

In most cases (but not always), when you delete aQuickBooks user account you will find that the user name may no longer show in the audit trail. You may see “unknown user” for the name. This makes it difficult to trace what user made changes to your file if you suspect a problem. In general, I have recommended that you do not delete a user from your file (just change the password AND change their user access to limit what can be accessed).

With QuickBooks 2017 the audit trail will show the deleted name along with an annotation. This is a great improvement.

Your Company name will print on the deposit summary.

QuickBooks now prints your company name on the Deposit Summary report, which is nice if you are dealing with multiple companies. Prior to this you didn’t know which company the deposit was for. This update is helpful if you work with multiple companies.

QuickBooks Desktop New Features

You can copy/paste detail lines on weekly timesheets.

In Weekly Timesheets you now have the ability to copy and paste a detail line in the transaction. This helps speed data entry in some situations.

There are improved notifications when you switch from multi-user mode to single user mode.

Here’s a nice improvement in multi-user access. If you want to switch from multi-user mode to single-user mode you now can see a list of the users who are logged in and send them information. I’m not sure if this is limited to QuickBooks Enterprise or if it is found in all versions.

More features can be used in multi-user mode.

The following features are no longer locked when you are in multi-user mode:

  • Pay Bills
  • Print Checks
  • Scan Checks
  • Link Estimate to Invoice
  • Link Purchase Order to Bills

Support for high resolution monitors.

  • Customers using the newer generation of high resolution monitors (2k, 3k, 4k) have found that QuickBooks desktop can be hard to see. Icons and window controls can be very small, the calendar can be unusable, and the home pagemight not load. With this release Intuit is starting to update the program to accommodate these kinds of monitors.
  • This changeover is not complete, it is going to take several revisions to update the entire user interface. At this time they’ve focused on “money in/money out” transactions, core workflows.

QuickBooks Enterprise Quality Improvements.

  • There are a number of miscellaneous improvements limited to QuickBooks Enterprise.
  • If your file resides on a file server and you schedule a backup from a workstation, and that backup is to be made to either the file server or another workstation, that backup will now complete successfully.
  • A user with limited or no access will no longer be able to change company general preferences.
  • The memorized transaction list will no longer show as blank when you are filtering for frequency.
  • Pasting serial numbers into the “quick add” window of a serial number file on a Bill transaction will result in the correct message when the character limit is reached.
  • QuickBooks will no longer crash when printing a transaction after the transaction had been edited.
  • Sales tax on manually entered Accounts Receivable transactions will now show correctly classed on reports.
  • A Build Assembly transaction will no longer be changed to pending status when you edit a previously built assembly transaction for which there are sufficient quantities of component inventory.
  • The Advanced Excel Import function will no longer permit the change ofinventory part items to non-inventory parts.
  • The Advanced Excel Import function will no longer result in an unrecoverable error if an item includes a unit of measure.
  • You will be able to successfully save transactions that contain items that have previously been converted from an inventory part, non-inventory part, or purchased assembly to any other item type.
  • The inventory valuation summary and inventory stock status by item reports will now accommodate long item descriptions by showing them partially.
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    Our program director did a very good job keeping everyone engaged, ensured there was great interaction, sections of the material being covered did not continue until everyone was comfortable moving on.

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    7. What did you like best or find most useful about the workshop?

    I found Harsh to be very knowledgeable. His manner of teaching was very engaging. Although I have experience with QuickBooks I still was able to take away new skills and learn different features of the program that I was not using beforehand.

    pop up review6

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


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    7. What did you like best or find most useful about the workshop?

    Harsh is an excellent Teacher. He made the workshop thoroughly enjoyable and very informative. I took away alot of information that will help me further my career. I recommend this workshop to anyone interested in Quickbooks.

    pop up review7

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right


    7. What did you like best or find most useful about the workshop?

    Harsh effective way of teaching which keeps you attentive throughout 6 hours long session is incredible. He is very knowledgable person in Quickbooks.

    pop up review8

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

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    7. What did you like best or find most useful about the workshop?

    I did the May 2018 Workshop. Harsh is a super teacher, the pace and material is just perfect. Absolutely spot on.

    pop up review9

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


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    5. How would you rate the pace of the presentation?


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    2. How would you rate the hands-on activities?



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    5. How would you rate the pace of the presentation?



    6. Was the workshop above or below your current skill level?

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    2. How would you rate the hands-on activities?



    3. How would you rate the presenter’s knowledge in the subject?



    4. How would you rate the presenter’s style of teaching?



    5. How would you rate the pace of the presentation?



    6. Was the workshop above or below your current skill level?

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    7. What did you like best or find most useful about the workshop?

    The most useful things were the practice of entering information ourselves and also learning about the full capabilities of Quickbooks.

    Pop up review

    1. How would you rate the usefulness of the content?



    2. How would you rate the hands-on activities?



    3. How would you rate the presenter’s knowledge in the subject?




    4. How would you rate the presenter’s style of teaching?



    5. How would you rate the pace of the presentation?



    6. Was the workshop above or below your current skill level?

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  • Workshop Review

    pop up review1

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right

    pop up review2

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right


    7. What did you like best or find most useful about the workshop?

    I enjoyed the hands on and the collaboration of the group. We each brought something different to the table that was helpful and made for a pleasant learning experience.

    pop up review3

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right


    7. What did you like best or find most useful about the workshop?

    Hands on approach and discussion with other participants.

    pop up review4

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Above


    7. What did you like best or find most useful about the workshop?

    Our program director did a very good job keeping everyone engaged, ensured there was great interaction, sections of the material being covered did not continue until everyone was comfortable moving on.

    pop up review5

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right


    7. What did you like best or find most useful about the workshop?

    I found Harsh to be very knowledgeable. His manner of teaching was very engaging. Although I have experience with QuickBooks I still was able to take away new skills and learn different features of the program that I was not using beforehand.

    pop up review6

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Above


    7. What did you like best or find most useful about the workshop?

    Harsh is an excellent Teacher. He made the workshop thoroughly enjoyable and very informative. I took away alot of information that will help me further my career. I recommend this workshop to anyone interested in Quickbooks.

    pop up review7

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right


    7. What did you like best or find most useful about the workshop?

    Harsh effective way of teaching which keeps you attentive throughout 6 hours long session is incredible. He is very knowledgable person in Quickbooks.

    pop up review8

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right


    7. What did you like best or find most useful about the workshop?

    I did the May 2018 Workshop. Harsh is a super teacher, the pace and material is just perfect. Absolutely spot on.

    pop up review9

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right

    pop up review

    1. How would you rate the usefulness of the content?



    2. How would you rate the hands-on activities?



    3. How would you rate the presenter’s knowledge in the subject?



    4. How would you rate the presenter’s style of teaching?



    5. How would you rate the pace of the presentation?



    6. Was the workshop above or below your current skill level?

    Above

    pop up review

    1. How would you rate the usefulness of the content?



    2. How would you rate the hands-on activities?



    3. How would you rate the presenter’s knowledge in the subject?



    4. How would you rate the presenter’s style of teaching?



    5. How would you rate the pace of the presentation?



    6. Was the workshop above or below your current skill level?

    Above

    Pop up review

    1. How would you rate the usefulness of the content?



    2. How would you rate the hands-on activities?



    3. How would you rate the presenter’s knowledge in the subject?



    4. How would you rate the presenter’s style of teaching?



    5. How would you rate the pace of the presentation?



    6. Was the workshop above or below your current skill level?

    Above


    7. What did you like best or find most useful about the workshop?

    The most useful things were the practice of entering information ourselves and also learning about the full capabilities of Quickbooks.

    Pop up review

    1. How would you rate the usefulness of the content?



    2. How would you rate the hands-on activities?



    3. How would you rate the presenter’s knowledge in the subject?




    4. How would you rate the presenter’s style of teaching?



    5. How would you rate the pace of the presentation?



    6. Was the workshop above or below your current skill level?

    Above


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