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QuoteWerks Update Center
example: QuoteValet "payment option" -deposit
343 Search results for quickbooks
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See a screenshot of this feature
343 Search results for quickbooks
Version: 24.0 Build: 1.01 Release Date: 11/30/2023 Type: New View All Features in Build
QuickBooks Desktop USA version 2024 is now supported!Version: 23.0 Build: 5.13 Release Date: 09/05/2023 Type: Fix View All Features in Build
For Non-USA QuickBooks Desktop users would incorrectly receive error about "Error: The QuickBooks Sales Tax item name has not been specified in the QuickBooks Integration setup."Version: 23.0 Build: 5.10 Release Date: 08/23/2023 Type: Fix View All Features in Build
For QuickBooks Desktop users, when exporting to QuickBooks, would receive error "Error: The QuickBooks Sales Tax item name has not been specified in the QuickBooks Integration setup. Please complete this setup by selecting the [Setup] button from the Tools->Export to QuickBooks menu. Export cancelled." if in your setup you choose the option for "Use Default tax item for all Estimates/Invoices." AND chose not to "Set above default, but Prompt for selection."Version: 23.0 Build: 5.07 Release Date: 07/28/2023 Type: Misc View All Features in Build
Renamed "QuickBooks Interactive Link" to "QuickBooks Desktop Integration". The old name was a hold-over from when there was an "Import/Export (iif)" and "Interactive" integration. "Import/Export (iif)" support was removed in v4.9 build 10.14.Version: 23.0 Build: 5.07 Release Date: 07/28/2023 Type: Misc View All Features in Build
For QuickBooks Desktop users on the Sales tax tab of the QuickBooks Setup window, For UK QuickBooks integration, renamed the "I do not charge VAT tax in QuickBooks." checkbox to "QuickBooks is setup to charge VAT Tax"Version: 23.0 Build: 5.07 Release Date: 07/28/2023 Type: Misc View All Features in Build
For QuickBooks Desktop users on the Sales tax tab of the QuickBooks Setup window, For Canada QuickBooks integration, renamed the "I do not charge GST or PST tax in QuickBooks." checkbox to "QuickBooks is setup to charge GST/PST tax"Version: 23.0 Build: 5.07 Release Date: 07/28/2023 Type: Misc View All Features in Build
For QuickBooks Desktop users on the Sales tax tab of the QuickBooks Setup window, For USA QuickBooks integration, renamed the "I do not charge sales tax in QuickBooks." checkbox to "QuickBooks is setup to charge Sales Tax"Version: 23.0 Build: 5.07 Release Date: 07/28/2023 Type: New View All Features in Build
For QuickBooks Desktop and QuickBooks Online users, on the Contact Lookup window, any columns widths customized in the search results grid are now remembered per user.Version: 23.0 Build: 5.07 Release Date: 07/28/2023 Type: New View All Features in Build
For QuickBooks Desktop Users, if you use QuickBooks as your Contact Manager, there is now a DataLink field for TaxRate. With this you can setup the DataLink to pull the Tax Rate setup in QuickBooks for the selected QuickBooks customer into the TaxRate field on the Sale Info tab of the Quote WorkBook. Also when searching for a QuickBooks contact, the search results will now contain a Tax Item column displaying the Tax Item for the QuickBooks Customer.Version: 23.0 Build: 5.07 Release Date: 07/28/2023 Type: New View All Features in Build
Multiple contacts for Vendors! On the Vendors window you can search for a company or contact. You can indicate which contact is the primary contact for the vendor. You can choose options to automatically include this contacts email address as a TO or CC when "Emailing a PO to the vendor" or in a "Vendor RFQ notification". There is an F2Lookup for the Role and Reference fields. Role is a great field to store something like "Billing", "Support", "Sales"," Marketing", etc. When using the "Create PO for each vendor" option from the Print window, the Primary contact for the vendor will be used. Also when exporting a PO to QuickBooks Online the primary contact email address will be used. Support for Vendor with multiple contacts was added in the Data Manager, and Vendor Import Wizard. You can send an email to a vendor contact on the Contacts tab of the Edit Vendor window. The Select Email Address window supports the multiple vendor contacts under the "QuoteWerks Vendors" and "Document" list where it will show all email addresses for contacts for any vendors that have items on the currently open document. There are now two tables that are used to store Vendor information, the Vendors table and the VendorContacts tables. If you created management reports on Vendors and referenced any of the changed fields in either the report filter or the FPC layout designer, you will need to manually make modify these to accommodate the new changes. The following fields were "moved"/renamed from the Vendors table into the VendorContacts table: "[Vendors.SalesRep] to [VendorContacts.ContactName]", "[Vendors.Mobile] to [VendorContacts.PhoneMobile]", "[Vendors.Email] to [VendorContacts.Email]". This feature is included in the Professional and Corporate Editions of QuoteWerks.
Until v23 build 5.00, a Vendor only had one record with combined information for the company and a single contact. To get around this limitation, some customers created duplicate records for vendors with the only difference being the contact name and email/phone number. If you are one of the customers that did this, please contact technical support for assistance on how to merge these records.Version: 23.0 Build: 2.09 Release Date: 04/13/2023 Type: Fix View All Features in Build
Addressed an issue with the Date/Time format for users with a Microsoft SQL 2019 and newer backend when integrating with ConnectWise PSA (formerly Manage), Kaseya BMS, Act! for Web, and QuickBooks Online.Version: 23.0 Build: 1.09 Release Date: 12/16/2022 Type: Fix View All Features in Build
For QuickBooks Online users, when the integration setup option is set to sync received payments to QuickBooks Online, the payments were exported to QuickBooks Online, but not marked as exported in QuoteWerks.Version: 23.0 Build: 2.02 Release Date: 03/08/2023 Type: Fix View All Features in Build
For QuickBooks Desktop users, overflow error 6 On the QuickBooks Integration Setup window. If the QuickBooks file had more than 32,767 Non-Inventory Items, would receive an overflow error when attempting to load a list of all the Items for you to choose which item name to map the QuoteWerks Shipping Item to. Now any Items after the first 32,767 will not be included in the list.Version: 23.0 Build: 2.01 Release Date: 03/03/2023 Type: New View All Features in Build
Added LineNumber and LineNumberActual fields to the DocumentItems database table. Previously they were only in-memory macros and not available in Reports or for QuickBooks exports. These fields will be empty for any existing documents, but will be populated when you open and re-save the document.Version: 5.7 Build: 4.11 Release Date: 09/21/2022 Type: Fix View All Features in Build
For QuickBooks Online Users, when creating a new Term in QuickBooks, an "Invalid Number" error would be returned when exporting a document. The Term would be created, but the initial export to QuickBooks Online would fail. Subsequent exports using the same Term would succeed.Version: 5.7 Build: 4.11 Release Date: 09/21/2022 Type: Fix View All Features in Build
For QuickBooks Online Users, an error would be returned when attempting to export Summary Line Items. Summary lines will now be ignored when exporting to QuickBooks Online.Version: 5.7 Build: 4.11 Release Date: 09/21/2022 Type: New View All Features in Build
QuickBooks Desktop USA version 2023 is now supported!Version: 5.7 Build: 4.04 Release Date: 08/08/2022 Type: New View All Features in Build
For QuickBooks users, when exporting to QuickBooks, if another user has the Quote open that you want to export, you will now have a prompt that lets you continue with the export even though there is a chance the other user will overwrite your changes. The choice will be logged in the event.log for audit trail purposes.Version: 5.7 Build: 4 Release Date: 07/22/2022 Type: Fix View All Features in Build
For QuickBooks Online users, when using macros for the memo field, the Document Header macro &DH_SoldToPONumber ("Sold To PO Number"), would not resolve, leaving the macro "&DH_SoldToPONumber" in the memo field.Version: 5.7 Build: 3.16 Release Date: 06/22/2022 Type: Fix View All Features in Build
For QuickBooks Online users in New Zealand, there was an issue with shipping if tax needed to be applied on Invoices or Estimates. If there was no tax on shipping, the Estimate and Invoice would be created correctly in QuickBooks Online. If shipping was taxable, the following message would be returned: ?Business Validation Error: Please select a tax code for the shipping line.?Version: 5.7 Build: 3.16 Release Date: 06/22/2022 Type: Fix View All Features in Build
For QuickBooks Online, ConnectWise Manage, and Kaseya BMS customers rehosted to Microsoft SQL that turned off TLS 1.0 and TLS 1.1 support on their SQL Server, and use only TLS 1.2, the database connection would sometimes be slow and/or timeout when integratingVersion: 5.7 Build: 3.16 Release Date: 06/22/2022 Type: New View All Features in Build
For QuickBooks Desktop users, you can now select a SoldToCompany from QuickBooks that includes a companyname:job and the JobName option on the Transaction.QuickBooks tab of the QuickBooks setup will then create a "subjob".Version: 5.7 Build: 3.16 Release Date: 06/22/2022 Type: New View All Features in Build
For QuickBooks Online Users in New Zealand, the Global Tax Calculations on Purchase Orders is now supported.Version: 5.7 Build: 2.11 Release Date: 02/11/2022 Type: Fix View All Features in Build
For QuickBooks Online South African (ZA) users, the tax options when creating a Purchase Order were ignored.Version: 5.7 Build: 2.11 Release Date: 02/11/2022 Type: Misc View All Features in Build
For QBO users, Added "VendorAndPurchasesPrefs.PurchaseOrderEnabled" and "VendorAndPurchasesPrefs.UseCustomTxnNumbers" to the QuickBooks Online Info on the QuickBooks Online Settings Window in QuoteWerks. Note: If VendorAndPurchasesPrefs.UseCustomTxnNumbers is TRUE and a Purchase Order Number is not specified in QuoteWerks when creating the PO in QuickBooks Online, the PO Number in QuickBooks Online will be blank. It is recommended to turn this setting off in QuickBooks Online to avoid Purchase Orders in QuickBooks Online without PO numbers.
Version: 5.7 Build: 2.11 Release Date: 02/11/2022 Type: New View All Features in Build
For QuickBooks Online users, when creating a new Item in QuickBooks Online (In addition to just the Purchase Order), the PO Description / Purchasing Description mapping set in the QuickBooks Online Settings window will be used for the Purchasing Description if the mapped field is different than the Description Field mapping.Version: 5.7 Build: 2.11 Release Date: 02/11/2022 Type: New View All Features in Build
When creating a Purchase Order in QuickBooks Online, If the Checkbox is not checked to use the QuoteWerks Vendor Maintenance Email Address for the Vendor in the QuoteWerks QuickBooks Online setup, the Primary Email Address for the Vendor/supplier in QuickBooks Online will be used. This mimics the behavior when manually creating a Purchase Order for a Vendor / Supplier in QuickBooks Online. Prior to this change, the email address would be blank if the checkbox was not checked.Version: 5.7 Build: 1.08 Release Date: 12/23/2021 Type: Fix View All Features in Build
For QuickBooks Desktop users, exporting payments to QuickBooks Desktop caused an XML failure issue on the CardRef.Version: 5.7 Build: 1.08 Release Date: 12/23/2021 Type: Fix View All Features in Build
For QuickBooks Online users, if the "I do not charge sales tax in QuickBooks" checkbox in the QuoteWerks setup for QuickBooks Online was checked, the following error would be returned when exporting documents to QuickBooks Online: "The selected Sales Tax Item '' was not found in QuickBooks. Export cancelled."Version: 5.7 Build: 1.03 Release Date: 11/29/2021 Type: New View All Features in Build
For QuickBooks Online users, there is now an [Ok for All] button that can be used when automating the creation of Items in QuickBooks, remembering and applying all the Item Type and Account selections. Very useful when exporting larger quotes over to QuickBooks and also when exporting Purchase Orders over to QuickBooks. Without this feature, if the integration creates 50 items in QuickBooks, you would have to click OK 50 times.Version: 5.7 Build: 1.03 Release Date: 11/29/2021 Type: Fix View All Features in Build
For GoldMine users, after exporting order to QuickBooks, the GoldMine linked document Type field was not getting updated.Version: 5.7 Build: 1.03 Release Date: 11/29/2021 Type: Misc View All Features in Build
QuickBooks Desktop version 2002, 2003, and 2004 are no longer supported.Version: 5.7 Build: 1.03 Release Date: 11/29/2021 Type: New View All Features in Build
For QuickBooks Online Users in the United States, added support for Automated Sales Tax calculations (PartnerTax) allowing QuickBooks Online to automatically calculate the tax for the jurisdiction rather than specifying a specific tax code.Version: 5.7 Build: 1.03 Release Date: 11/29/2021 Type: New View All Features in Build
QuickBooks Desktop USA version 2022 is now supported!Version: 5.6 Build: 4.06 Release Date: 08/11/2021 Type: Fix View All Features in Build
For QuickBooks Online Users, the available Tax Rate list would be blank in some cases when using a non-period decimal separator such as a comma.Version: 5.6 Build: 3.22 Release Date: 04/08/2021 Type: Fix View All Features in Build
When creating a QuoteWerks PO, if you left the QuoteWerks PO Number blank (which is allowed if using QuickBooks, and the option to retrieve PO number from the QuickBooks created PO is set), you might be told that the PONumber '' was already in use.Version: 5.6 Build: 3.22 Release Date: 04/08/2021 Type: Fix View All Features in Build
For Amazon Business Online Ordering users, when creating the Online Order, there is now a new "Amazon PO#" field in addition to the QuoteWerks PO Number field. With this, you can leave the QuoteWerks PO number blank (which is allowed if using QuickBooks, and the option to retrieve PO number from the QuickBooks created PO is set), but you will have to fill in the "Amazon PO#". Previously without the distinction of these two different fields, you could not use the QuickBooks PO option to retrieve the PO number from QuickBooks.Version: 5.6 Build: 3.19 Release Date: 03/24/2021 Type: Fix View All Features in Build
For QuickBooks Online users, when creating a Purchase order, the Ship To Contact was not being populated on the PO.Version: 5.6 Build: 3.19 Release Date: 03/24/2021 Type: Fix View All Features in Build
For QuickBooks Online users in the UK, the Shipping Amount did not have a tax code applied which would cause an error for some users. The following error would be returned "A business validation error has occurred while processing your request Business Validation Error: Please select a tax code for the shipping line.".Version: 5.6 Build: 2.07 Release Date: 02/15/2021 Type: Fix View All Features in Build
For QuickBooks Online users, the Tax Code for "Convert Grouped Items to a Single Item" was not used when sending a Grouped Item to QuickBooks Online. The Single Item representation of the Group Header Item would always be a non-table status.Version: 5.6 Build: 2.07 Release Date: 02/15/2021 Type: Fix View All Features in Build
For QuickBooks Desktop users received error about '' MajorVersion.Version: 5.6 Build: 2.07 Release Date: 02/15/2021 Type: Fix View All Features in Build
For QuickBooks Online users, when exporting a Purchase Order to QuickBooks Online and using a Macro for the QuickBooks Item Name, the macro was not being evaluated and QuoteWerks would attempt to create a new QuickBooks Online Item with a blank Item Name.
Version: 5.6 Build: 2.07 Release Date: 02/15/2021 Type: Misc View All Features in Build
When an order type document is open in QuoteWerks and you open the Purchasing window, the "Currently Open Order" scope will be set in the filter on the Purchasing tab. When this is set, and the [Place Online Order->Create PO] button is clicked, the PONumber for the online order would default to, for example, POAAAO1244, where "AAAO1244" was the document number that is currently open. Now, it will default to being empty. This change makes this now consistent with the behaviour when selecting items from multiple order documents where the PONumber starts out blank and then you press the [...] button to obtain the next PONumber. Under the Utilities->Vendor Maintenance when editing a vendor you can specify a "Vendor PO Prefix/suffix" field. It can be a maximum of 3 characters, so for "Tech Data" you can specify "TD" and then the auto generated next po number for a Tech Data online order would be, for example, 20-1534TD. If QuoteWerks is configured to export purchase orders to QuickBooks, Peachtree, or ConnectWise, this same PO number will be used when creating the purchase order in the accounting software. You will want to reset the unique numeric sequence each year and this can be done on the Installation tab of the Tools->Options menu. The short nature of the PO number format takes into account that QuickBooks has a very small 11 character max po number and Ingram Micro being the next at 18 characters.Version: 5.6 Build: 2.07 Release Date: 02/15/2021 Type: New View All Features in Build
For QuickBooks Online users, when exporting to QuickBooks, if the option to "[x] Convert grouped items to single item" was set on the Mappings.Items tab of the QuickBooks Setup window, and the new option "[x] Include Group Items as Comments" is set, then the descriptions of all the group member line items will be added as comment lines below the group header line when exported to QuickBooks.Version: 5.6 Build: 2.07 Release Date: 02/15/2021 Type: New View All Features in Build
For QuickBooks Online users, if the option to "[ ] Convert grouped items to single item" is not set on the Mappings.Items tab of the QuickBooks Setup window, and the new option "[] Include Group Header as a Comment when not converting grouped items into a Single Item." is set, the description of the Group Header line will be inserted as a comment line above the group member lines when exported to QuickBooks.Version: 5.6 Build: 1.09 Release Date: 01/04/2021 Type: New View All Features in Build
When on the Product Lookup grid, you can now press the F5 key to refresh the grid with the underlying data in case that was just changed outside of QuoteWerks. This now works for Native Product Databases, MS SQL, ODBC, OLEDB, Excel, and Access data sources, in addition to QuickBooks, Peachtree, Zoho, and Salesforce.com.Version: 5.6 Build: 1.03 Release Date: 11/20/2020 Type: Fix View All Features in Build
For QuickBooks Desktop users, when exporting as an Estimate and the Cost of a line item was 0.00, the default markup % from the item definition in QuickBooks Desktop would be applied causing the Estimate totals not to match the QuoteWerks document total.Version: 5.6 Build: 1.03 Release Date: 11/20/2020 Type: New View All Features in Build
For QuickBooks Desktop and Online users, on the Export to QuickBooks window, when clicking on the [Find DocNo] button, you can now enter the % symbol for "Begins with" (AAAQ1%), "Ends with" (%100), or "Contains" (%Q%) searches.Version: 5.6 Build: 1 Release Date: 11/11/2020 Type: Fix View All Features in Build
For QuickBooks Online Users, when creating a new customer in QuickBooks Online, the new customer would not be created and the following error would be returned. "A business validation error has occurred while processing your request Business Validation Error: Tax Exemption Reason should be specified incase customer is marked as not taxable." This is due to a change in QuickBooks Online.Version: 5.6 Build: 1 Release Date: 11/11/2020 Type: New View All Features in Build
For QuickBooks Online users, on the Mappings tab of the setup, there is now an option to choose which field from the QuoteWerks line item that is used for the QuickBooks Purchasing Description on Purchase Orders (POs). You can choose Description, CustomMemo01, CustomMemo02, CustomMemo03, CustomMemo04, CustomMemo05.
Version: 5.6 Build: 1 Release Date: 11/11/2020 Type: New View All Features in Build
For QuickBooks Online users, on the Mappings.Items tab of the setup there is now an option to choose which field from the QuoteWerks line item that is used for the QuickBooks Item Description. You can choose Description, CustomMemo01, CustomMemo02, CustomMemo03, CustomMemo04, CustomMemo05.Version: 5.6 Build: 1 Release Date: 11/11/2020 Type: New View All Features in Build
For QuickBooks Desktop and QuickBooks Online users, you can now re-export Purchase Orders to QuickBooks. On the Purchase Orders tab of the Purchase window, right click on a Purchase Order and choose "Re-Export PO to 'QuickBooks'".Version: 5.5 Build: 6.06 Release Date: 09/25/2020 Type: Fix View All Features in Build
For Zoho CRM users, when exporting a document to QuickBooks would receive 'getactivesheet' error, then a runtime 9 error.Version: 5.5 Build: 6.06 Release Date: 09/25/2020 Type: Fix View All Features in Build
For QuickBooks Online Users, the Vendor PO Email address would not be brought over from QuoteWerks to the PO in some instances.Version: 5.5 Build: 6.06 Release Date: 09/25/2020 Type: Fix View All Features in Build
For QuickBooks Online Users, if there was a problem with the Access Token returned from the Content Server, QuoteWerks would crash when initializing the object.Version: 5.5 Build: 6.06 Release Date: 09/25/2020 Type: Misc View All Features in Build
For QuickBooks Online Users, the Shipping Address on the QuickBooks Online PO will now contain more detail.Version: 5.5 Build: 6.06 Release Date: 09/25/2020 Type: New View All Features in Build
QuickBooks Online Users, there is a new setup option for PO Item Billable Status. The options are 'Billable', 'NotBillable', and 'HasBeenBilled'. The default setting will be 'NotBillable'.Version: 5.5 Build: 6.06 Release Date: 09/25/2020 Type: New View All Features in Build
For QuickBooks Online Users, there is a new setup option for when "If the Customer Does Not Exist" to Prompt to Create or just to Create.Version: 5.5 Build: 6.06 Release Date: 09/25/2020 Type: New View All Features in Build
QuickBooks Desktop 2021 USA, Canada, and UK is now supported!Version: 5.5 Build: 5.22 Release Date: 08/19/2020 Type: Fix View All Features in Build
When exporting a PO to QuickBooks Online would receive runtime error 91. Issue was introduced in build 5.21.Version: 5.5 Build: 5.21 Release Date: 08/17/2020 Type: Fix View All Features in Build
For QuickBooks Desktop users, when exporting a Purchase Order, the [Map PO Header Custom Fields] mappings on the Mappings.CustomFields tab were being ignored.Version: 5.5 Build: 5.21 Release Date: 08/17/2020 Type: New View All Features in Build
For QuickBooks Desktop users, when exporting a document, if the Customer does not exist in QuickBooks, you will now be asked if you want to create the customer in QuickBooks. If you choose not to, the export will be cancelled. The "If the Customer does not Exist" option of "Prompt to create" or "Create" on the Transaction.QuickBooks tab of the QuickBooks setup window controls this.
Version: 5.5 Build: 5.21 Release Date: 08/17/2020 Type: New View All Features in Build
For QuickBooks Desktop users, you can now create multiple level Customer/Jobs like "ABC Company:Renovations:Family Room:AAAQ1001".Version: 5.5 Build: 5.21 Release Date: 08/17/2020 Type: New View All Features in Build
For QuickBooks Desktop users, when exporting a Purchase Order, you can now use the [Map PO Header Custom Fields] mappings on the Mappings.CustomFields tab to map data to be copied from the QuoteWerks Document to the QuickBooks PO. If you create a Purchase Order that includes items from more than one QuoteWerks Document, then you will be notified, and no mapping data will be copied into the QuickBooks Purchase Order.Version: 5.5 Build: 5.09 Release Date: 07/10/2020 Type: Fix View All Features in Build
For QuickBooks Online Users in Australia and the UK, when creating a Purchase Order, the following error would be received: "Request has invalid or unsupported property Property Name:Unrecognized field "GlobalTaxCalulation" (class com.intuit.schema.finance.v3.PurchaseOrder), not marked as ignorable"Version: 5.5 Build: 5.09 Release Date: 07/10/2020 Type: Misc View All Features in Build
For QuickBooks Online Users, an Exchange Rate of 1 has been applied to all Document Types. The Exchange Rate was previously 0. QuoteWerks does not currently support multiple currencies in QuickBooks Online.Version: 5.5 Build: 5.06 Release Date: 07/07/2020 Type: Fix View All Features in Build
For customers with the USA tax system, the Recurring Amount displayed in the Bottom totals bar would have a rounding issue so it would not exactly match the actual quote total for sales tax. It was adding up the individual line item rounded tax amounts instead of adding up the taxable amount of all the recurring items and then applying the tax rate to it which is the way that QuoteWerks has always calculated USA sales tax to be compatible with QuickBooks Desktop.Version: 5.5 Build: 5.01 Release Date: 06/22/2020 Type: New View All Features in Build
For QuickBooks Desktop users, when exporting documents to QuickBooks, if for some reason the GrandTotals do not match, you will receive a warning message. This can happen when the tax rate specified in QuoteWerks is not matched with the tax rate item in QuickBooks. This can also happen when using a part number that is a QuickBooks GROUP type item.Version: 5.5 Build: 5.01 Release Date: 06/22/2020 Type: New View All Features in Build
For QuickBooks Desktop users, QuickBooks GROUP type items are partially supported. When you use a part number in a QuoteWerks line item that matches a QuickBooks part number that is already setup in QuickBooks as a GROUP type item, the description, price, and taxability from the QuoteWerks line item will not be used and will defer to those values as defined in the QuickBooks GROUP part number. When this happens, you will receive a warning to ensure you are aware this has happened.Version: 5.5 Build: 3.07 Release Date: 04/01/2020 Type: Fix View All Features in Build
For Salesforce, QuickBooks, Peachtree, ConnectWise, Autotask, and Zoho users, the default cost modifier was being applied to the product from these external sources when adding a product through the Product Lookup window.Version: 5.5 Build: 3.07 Release Date: 04/01/2020 Type: New View All Features in Build
For QuickBooks Desktop users, on the Mappings.Items tab there is now an option to choose which field from the QuoteWerks line item that is used for the QuickBooks Item Description. You can choose Description, CustomMemo01, CustomMemo02, CustomMemo03, CustomMemo04, CustomMemo05.Version: 5.5 Build: 3.04 Release Date: 03/10/2020 Type: New View All Features in Build
For QuickBooks Online users in Australia and UK, added a Purchase Order Tax Calculation option to the 'Vat Tax' Tab in the QuickBooks Online Settings. If this option is set, the setting will be used when exporting Purchase Orders to QuickBooks Online. If the option is not set (left blank), it will be ignored when creating a Purchase Order in QuickBooks Online.Version: 5.5 Build: 2.01 Release Date: 01/08/2020 Type: New View All Features in Build
For QuickBooks Online users, the Purchasing Description field is now available in the QuickBooks Product Data Source in the Product Lookup when using QuickBooks Online as a Product Data Source.Version: 5.5 Build: 1.14 Release Date: 12/13/2019 Type: Fix View All Features in Build
For QuickBooks Online Users, there was an issue with OAuth 2.0 and refreshing the token which would require the user to re-authenticate with QuickBooks Online after 1 hour.Version: 5.5 Build: 1.12 Release Date: 11/20/2019 Type: Misc View All Features in Build
For QuickBooks Online users, updated code to use the new required OAuth 2.0 instead of 1.0. Inuit will stop supporting OAuth 1.0 for QuickBooks Online on December 17, 2019.Version: 5.5 Build: 1.07 Release Date: 11/05/2019 Type: New View All Features in Build
For QuickBooks Online users, when exporting a PO to QuickBooks Online, the Vendor Email address as configured in the Utilies->Vendor Maintenance window can now be sent to the QuickBooks Purchase Order. This option is enabled in the QuickBooks Online Setup in QuoteWerks.Version: 5.5 Build: 1.07 Release Date: 11/05/2019 Type: New View All Features in Build
For QuickBooks Desktop users, there is now an [Ok for All] button that can be used when automating the creation of Items in QuickBooks, remembering and applying all the Item Type and Account selections. Very useful when exporting larger quotes over to QuickBooks and also when exporting Purchase Orders over to QuickBooks. Without this feature, if the integration creates 50 items in QuickBooks, you would have to click OK 50 times.Version: 5.5 Build: 1.07 Release Date: 11/05/2019 Type: New View All Features in Build
Added "PO Item macros" option on the Mappings.Items tab of the QuickBooks Setup window. The macros &POI_SONumber and &POI_&DistributorSONumber are available. The macro text will be appended to the end of the PO Item description. A good example would be " (SO# &POI_SONumber, DistSO# &POI_&DistributorSONumber)".Version: 5.5 Build: 1.07 Release Date: 11/05/2019 Type: New View All Features in Build
QuickBooks Desktop 2020 USA and Canada is now supported!Version: 5.4 Build: 7.11 Release Date: 08/23/2019 Type: Fix View All Features in Build
For QuickBooks Online Users, if a Discount or Charge Line was below a Running Subtotal on the QuoteWerks Document, the Discount or Charge line would be incorrectly calculated in QuickBooks Online.Version: 5.4 Build: 7.11 Release Date: 08/23/2019 Type: New View All Features in Build
For QuickBooks Online users, when exporting items to QuickBooks Online there is now a QuickBooks ItemName auto-generation feature. In the simplest scenario you can setup the link to just use a QuoteWerks part number like the Manufacturer field as the QuickBooks ItemName. As a starting point, the value from a specified field like the QuoteWerks ManufacturerPartNumber field is used. The auto-generation feature will allow for more than this when the InternalPartNumber or any CustomTextxx field is selected as the mapped field. This new auto-generation feature will allow for many scenarios of use, including the ability to maintain your own proprietary part numbers in QuickBooks and pull them from QuickBooks using the product data source link. You can even use the Etilize functionality in combination with your own proprietary parts in QuickBooks. There are 2 auto-generation options. With "Do not auto-generate", when exporting items to QuickBooks, if the mapped field is empty, this will stop and force you to specify your proprietary part number and re-export. If you pulled the part from QuickBooks, it will already have your proprietary part number from QuickBooks. This is useful when you have custom part numbers that are not based on any field or combination of fields. With "Do not auto-generate", when exporting items to QuickBooks, if the mapped field is empty, then you will be forced to manually specify an ItemName before proceeding. This is used when using your own proprietary part numbers. With "Auto-generate using macro:", when exporting items to QuickBooks, instead of just using a simple field value like the ManufacturerPartNumber to become the QuickBooks ItemName, you can choose to have the QuickBooks ItemName auto-generated using a macro like &DI_ItemType:&DI_ManufacturerPartNumber.Version: 5.4 Build: 7.11 Release Date: 08/23/2019 Type: New View All Features in Build
For QuickBooks Online users, added PreparedBy and CustomText21 through CustomText28 as available fields to map to QuickBooks Online Custom Fields. This is configured on the Mappings tab of the QuickBooks Online Settings window.
Version: 5.4 Build: 7.11 Release Date: 08/23/2019 Type: New View All Features in Build
For QuickBooks Online users, QuoteWerks Macro fields can now be used for the Customer Message and Memo fields when creating Estimates, Invoices, and Sales Receipts. This is configured on the Transaction tab of the QuickBooks Online Settings window.Version: 5.4 Build: 7.11 Release Date: 08/23/2019 Type: New View All Features in Build
For QuoteValet users, QuickBooks Payments is discontinuing support for the legacy payments API on November 12, 2019. We've added support for the new "QBMS Payments API", which also supports ACH (e-check) in addition to credit cards.Version: 5.4 Build: 7.03 Release Date: 7/24/2019 Type: Fix View All Features in Build
For QuickBooks Online Users, if an existing QuickBooks Item Name contained a Single Quote (?), QuoteWerks would not find the Item and would try to create a new one. An error would be returned and the document would not be exported to QuickBooks Online.Version: 5.4 Build: 7.03 Release Date: 7/24/2019 Type: Fix View All Features in Build
For QuickBooks Online Users, the Total Tax amount for an Estimate, Invoice, or Sales receipt would be set to $0.00 after switching to what QuickBooks calls "new sales tax" in QuickBooks Online.Version: 5.4 Build: 7.03 Release Date: 7/24/2019 Type: Fix View All Features in Build
For QuickBooks Online Users, when creating Purchase Orders in QuickBooks Online, the Products were incorrectly set as a Billable Expense. They now have a Billable Status of Not Billable.Version: 5.4 Build: 3.15 Release Date: 04/02/2019 Type: Fix View All Features in Build
For QuickBooks users, when exporting, if received message " One of the documents you have selected to order is from a document 'XXXXX' that is currently open. You need to save and close this document before you can proceed.", if you clicked OK, save and close document, go back to QuickBooks Export window that is still open, export button was still disabled.Version: 5.4 Build: 3.10 Release Date: 03/21/2019 Type: New View All Features in Build
For QuickBooks Desktop users, when exporting to QuickBooks, if the option to "[x] Convert grouped items to single item" was set on the Mappings.Items tab of the QuickBooks Setup window, the descriptions of all the group member line items will be appended to the description of the single Group Header line that is exported to QuickBooks.Version: 5.4 Build: 3.10 Release Date: 03/21/2019 Type: New View All Features in Build
For QuickBooks Desktop users, if the option to "[ ] Convert grouped items to single item" is not set on the Mappings.Items tab of the QuickBooks Setup window, the description of the Group Header line will be inserted as a comment line above the group member lines when exported to QuickBooks.Version: 5.4 Build: 3.10 Release Date: 03/21/2019 Type: New View All Features in Build
The QuickBooks Desktop Export window now opens in non-modal mode meaning it can remain open allowing you to use the normal QuoteWerks functionality while it is open including opening documents, etc. If a document you are exporting is open, it will prompt you to save it, or if it does not need to be saved, it will just close it automatically and re-open it automatically after the export process.Version: 5.4 Build: 3.05 Release Date: 03/12/2019 Type: New View All Features in Build
In ConnectWise Manage 2018.4 and higher, the ManufacturerPartNumber field length for Catalog Items (Products) was increased in ConnectWise from 30 characters to 50 characters. The ManufacturerPartNumber field length in QuoteWerks is 40 characters. when QuoteWerks creates new Catalog Items (Products) in ConnectWise Manage, the Manufacturer Part Number will be populated with the QuoteWerks 40 character ManufacturerPartNumber. Of note, the QuickBooks Item Name field length is 31 characters.Version: 5.4 Build: 1.08 Release Date: 11/19/2018 Type: Fix View All Features in Build
For QuickBooks Desktop users, would receive error "Creation of ReceivePayment item in QuickBooks failed...QuickBooks error message: Transaction not in balance." when a payment was received that was less than the total amount of the invoice.Version: 5.4 Build: 1.08 Release Date: 11/19/2018 Type: Fix View All Features in Build
For QuickBooks Desktop users, if the payment amount was greater than the balance remaining on an invoice, it would not apply any amount of the payment to the invoice, it would just credit the customer. Now it applies the amount it can to the invoice and credits the customer any amount of the payment that wea not applied to the invoice.Version: 5.4 Build: 1.08 Release Date: 11/19/2018 Type: Fix View All Features in Build
For QuickBooks Online users, when creating a Purchase Order in QuickBooks and creating new Items, an error would be returned stating the item was not setup correctly in QuickBooks Online. If you were to re-create the PO in QuickBooks, the item would already exist and the PO would be created correctly.Version: 5.4 Build: 1.08 Release Date: 11/19/2018 Type: Fix View All Features in Build
For QuickBooks Online users, when placing online orders with supported vendors/distributors, if your ordered price changed when placing the order, the Purchase Order created in QuickBooks Online would use the cost on the QuoteWerks Order rather than the new cost returned from the Vendor.Version: 5.4 Build: 1.08 Release Date: 11/19/2018 Type: Fix View All Features in Build
For QuickBooks Desktop users, when exporting a document to QuickBooks as an Estimate, Invoice, or Sales Order, if there were no eligible line items on export, an error would occur. This would happen if all items on the QuoteWerks document were recurring and did not include first payment.Version: 5.4 Build: 1.08 Release Date: 11/19/2018 Type: New View All Features in Build
For QuickBooks Online users, when searching for a QuickBooks Online Item from the QuoteWerks Product Lookup by Manufacturer Part Number, results will be returned by both the QuickBooks Item MFG Part number and the Item Name.Version: 5.3 Build: 6.06 Release Date: 09/10/2018 Type: Fix View All Features in Build
For users of salesforce.com, QuickBooks, Peachtree, ConnectWise, and Autotask, when adding products from their respective product database as optional items from the Add Item Assistant window, the default system Price Modifier was being used.Version: 5.3 Build: 6.06 Release Date: 09/10/2018 Type: Fix View All Features in Build
For QuickBooks Desktop users, exporting a payment to QuickBooks to an invoice, if the payment amount was greater than the invoice amount a payment would be crated for only the remaining balance of the invoice and the additional payment amount would not be recorded. This issue was introduced in v5.3 build 4.00.Version: 5.3 Build: 6.06 Release Date: 09/10/2018 Type: Fix View All Features in Build
For QuickBooks Online Users, when exporting a document to QuickBooks that had a new item on the document more than once, the create item window would appear for each duplicate item even after creating the initial item, and you would receive an error and the export would be cancelled.Version: 5.3 Build: 6.06 Release Date: 09/10/2018 Type: Fix View All Features in Build
For UK QuickBooks Online Users, when QuoteWerks created new items in the QuickBooks Online Products and Services Database, the TaxCode was not being set.Version: 5.3 Build: 6.06 Release Date: 09/10/2018 Type: Fix View All Features in Build
For QuickBooks Online users, the selection for the "Transaction Bill To Mapping" was not remembered or used. Only "QuoteWerks Document SoldTo" would be used regardless of the option selected.Version: 5.3 Build: 6.06 Release Date: 09/10/2018 Type: New View All Features in Build
For QuickBooks Online users, added "Sync Received Payments to QuickBooks" option on Transactions.QuickBooks tab of the QuickBooks Online setup window. This is useful for QuoteValet users that have payment processing enabled and that use QuickBooks Merchant Services in conjunction with the QuoteValet payment processing. Since QuickBooks Merchant Services already creates a PaymentReceipt in QuickBooks, unchecking this option will prevent duplicate PaymentReceipt entries.Version: 5.3 Build: 6.06 Release Date: 09/10/2018 Type: New View All Features in Build
For QuickBooks Online Users, added support for TLS 1.2 and TLS 1.1 communication protocols used for communicating with the QuickBooks Online API to prepare for QuickBooks online upcoming changes. TLS 1.2 requires .NET Framework 4.5 or higher.Version: 5.3 Build: 6.06 Release Date: 09/10/2018 Type: New View All Features in Build
For QuickBooks Online users, payments received by QuoteValet can be imported as Customer Payments in QuickBooks Online and automatically applied to the customer that made the payment and also the applicable QuickBooks Invoice (if QuoteWerks created the Invoice in QuickBooks Online for the QuoteValet document). The QuoteValet payment methods can be mapped to different payment methods and deposit accounts in QuickBooks Online.Version: 5.3 Build: 5.07 Release Date: 08/08/2018 Type: New View All Features in Build
QuickBooks Desktop 2019 USA is now supported!Version: 5.3 Build: 5.03 Release Date: 7/24/2018 Type: Misc View All Features in Build
For QuickBooks users, when exporting a PO to QuickBooks and using the option to assign the PO number based on the next available QuickBooks PO number and the QuickBooks PO creation fails, the QuoteWerks line item PONumber field will now be populated with "{POExportError}"Version: 5.3 Build: 5.01 Release Date: 07/16/2018 Type: Misc View All Features in Build
Activated beta testing support for QuickBooks 2019Version: 5.3 Build: 5.01 Release Date: 07/16/2018 Type: New View All Features in Build
For QuickBooks Desktop users, on the QuickBooks setup window under the QuickBooks (more) tab, added new options: Invoice Default 'Print Later', Invoice Default 'Email Later', Sales Order Default 'Print Later', Sales Order Default 'Email Later', Estimate Default 'Print Later', Estimate Default 'Email Later',
Purchase Order Default 'Print Later', and Purchase Order Default 'Email Later'.Version: 5.3 Build: 4.09 Release Date: 6/14/2018 Type: Fix View All Features in Build
When using QuickBooks Desktop as a product source, and searching or choosing [All], an error is displayed for every product.Version: 5.3 Build: 4 Release Date: 06/11/2018 Type: Fix View All Features in Build
For QuickBooks Online users, in the QuickBooks Online Setup options, the Job Name would revert to default setting.Version: 5.3 Build: 4 Release Date: 06/11/2018 Type: Fix View All Features in Build
For QuickBooks Online users in Canada, the Shipping Amount did not have a tax code applied which would cause an error for some users.Version: 5.3 Build: 4 Release Date: 06/11/2018 Type: Misc View All Features in Build
When the Contact Lookup window is displayed, the text search box now has focus. This was added for Outlook, Act, GoldMine, QuickBooks, Salesforce.com, and SalesLogix.
Version: 5.3 Build: 4 Release Date: 06/11/2018 Type: Misc View All Features in Build
For QuickBooks Online users, if an error is returned from QuickBooks Online, more information is now returned.Version: 5.3 Build: 4 Release Date: 06/11/2018 Type: New View All Features in Build
For QuickBooks users, added "Sync Received Payments to QuickBooks" option on Transactions.QuickBooks tab of the QuickBooks Desktop setup window. This is useful for QuoteValet users that have payment processing enabled and that use QuickBooks Merchant Services in conjunction with the QuoteValet payment processing. Since QuickBooks Merchant Services already creates a PaymentReceipt in QuickBooks, unchecking this option will prevent duplicate PaymentReceipt entries.Version: 5.3 Build: 3.01 Release Date: 03/09/2018 Type: Fix View All Features in Build
For QuickBooks Online Users, when searching for products in QuickBooks Online, Descriptions would not retain Line Formatting.Version: 5.3 Build: 3.01 Release Date: 03/09/2018 Type: New View All Features in Build
For QuickBooks Desktop users, in the QuickBooks Link setup, the macro "&DI_Manufacturer" is now available when using QuoteWerks Macros to generate the QuickBooks Item Name. This will enable QuoteWerks users to map to QuickBooks Item Names like "&DI_Manufacturer:&DI_ManufacturerPartNumber".Version: 5.3 Build: 2.02 Release Date: 1/23/2018 Type: Fix View All Features in Build
For QuickBooks Desktop users, a checkbox "Subitem of" was incorrectly appearing on the Create QuickBooks Item window.Version: 5.3 Build: 2.02 Release Date: 1/23/2018 Type: Fix View All Features in Build
For QuickBooks Online Users, when using QuickBooks Online as a Product Source in QuoteWerks, only the first 1000 products would be available.Version: 5.3 Build: 2 Release Date: 12/20/2017 Type: Fix View All Features in Build
For QuickBooks Online users, only the first 100 Accounts would be returned from QuickBooks Online in QuoteWerks.Version: 5.3 Build: 2 Release Date: 12/20/2017 Type: Fix View All Features in Build
For QuickBooks Online users in Australia, if the "AllowShipping" option within QuickBooks Online was enabled, QuoteWerks was not setting the applicable tax code for the shipping item on Estimates, Sales Receipts, or Invoices. QuickBooks Online in Australia is the only QuickBooks Online Region that has a tax code setting for Shipping.Version: 5.3 Build: 1.14 Release Date: 12/18/2017 Type: Fix View All Features in Build
For QuickBooks Desktop users, when loading the setup screen would receive error 380.Version: 5.3 Build: 1.12 Release Date: 12/07/2017 Type: New View All Features in Build
Under the Utilities->License Manager menu the QuoteValet, QuoteWerks Web, and QuickBooks Online integration subscription details are now displayed.Version: 5.3 Build: 1.06 Release Date: 11/29/2017 Type: Fix View All Features in Build
For QuickBooks Desktop users, when loading the QuickBooks Desktop setup window would receive error "Invalid property value"Version: 5.3 Build: 1.04 Release Date: 11/27/2017 Type: Fix View All Features in Build
For QuickBooks Online Users, when selecting a tax code to use with QuickBooks Online, active and inactive tax codes would be available to select. Only active tax codes will be shown with this update.Version: 5.3 Build: 1.04 Release Date: 11/27/2017 Type: Fix View All Features in Build
For QuickBooks Online users, the list of tax rates was not being populated for some users of the international version of QuickBooks Online.Version: 5.3 Build: 1.04 Release Date: 11/27/2017 Type: Fix View All Features in Build
For QuickBooks Desktop users, when receiving items from QuoteWerks, would sometimes receive error message "Creation of ItemReceipt record in QuickBooks for Vendor 'XXXX' failed. QuickBooks is reporting that this PO Item is already fully received! This can occur if you have already received the item against the QuickBooks PO from within the QuickBooks application itself."Version: 5.3 Build: 1.04 Release Date: 11/27/2017 Type: New View All Features in Build
For QuickBooks Online Users, in the QuickBooks Online Setup, there is now an option on the Items tab that enables all Accounts to be returned when creating a new item in QuickBooks Online instead of being limited to the accounts that are documented in the QuickBooks Online API documentation. This is recommended for advanced users in specific instances only. If the wrong account is selected, an error will be returned when attempting to create a new product in QuickBooks and the document creation will be stopped.Version: 5.2 Build: 8.25 Release Date: 10/02/2017 Type: New View All Features in Build
For QuickBooks Online users, you can now map the QuoteWerks InternalPartNumber field to the QuickBooks Item Name.Version: 5.2 Build: 8.25 Release Date: 10/02/2017 Type: New View All Features in Build
QuickBooks USA 2018 is now supported!Version: 5.2 Build: 8.18 Release Date: 08/21/2017 Type: Fix View All Features in Build
For QuickBooks Online users, when creating a Purchase Order in QuickBooks and the option to update item cost/price was enabled, an error would be returned and the Purchase Order would not be created in QuoteWerks or QuickBooks Online.Version: 5.2 Build: 8.18 Release Date: 08/21/2017 Type: Fix View All Features in Build
For QuickBooks Online users, the Quantity for items on documents would only use whole numbers. Decimal Numbers would be rounded to the nearest whole number and used as the quantity. For example, a quantity of 0.25 would be rounded down to 0.Version: 5.2 Build: 8.18 Release Date: 08/21/2017 Type: Fix View All Features in Build
For QuickBooks Online Users, when changing the After Export Document Status in the QuoteWerks QuickBooks Online Setup, if QuoteWerks was not restarted, the previous status would be used for export.Version: 5.2 Build: 8.18 Release Date: 08/21/2017 Type: Fix View All Features in Build
For QuickBooks Online Users, when using the integration with Canadian QuickBooks Online, there was an issue validating the 'Non-Taxable' Tax Code.Version: 5.2 Build: 8.18 Release Date: 08/21/2017 Type: Fix View All Features in Build
For QuickBooks Online Users, the QtyMultiplier fields for items were not accounted for when writing products to QuickBooks Online Documents.Version: 5.2 Build: 8.18 Release Date: 08/21/2017 Type: Fix View All Features in Build
For QuickBooks Online users, when the option was set to use the "Document Date" as the transaction date in QuickBooks Online, there were times the date exported would be used incorrectly.Version: 5.2 Build: 8.18 Release Date: 08/21/2017 Type: Misc View All Features in Build
For QuickBooks Online users, the maximum search results for products/items and customers/contacts has been increased from 100 to 1000.Version: 5.2 Build: 8.18 Release Date: 08/21/2017 Type: New View All Features in Build
For QuickBooks Online Users, added additional QuoteWerks header fields that can be mapped to QuickBooks Online Custom fields. These fields include: SoldToCompany, SoldToContact, ShipToCompany, ShipToContact, BillToCompany, BillToContact, and SoldToPONumber.Version: 5.2 Build: 8.18 Release Date: 08/21/2017 Type: New View All Features in Build
For QuickBooks Online Users, the BillTo Email address is now populated in Estimates, Invoices and Sales Receipts. There is a new Setting in the QuickBooks Online Setup in QuoteWerks to default the "Send later" Option for emailing documents.Version: 5.2 Build: 8.14 Release Date: 07/18/2017 Type: Fix View All Features in Build
For QuickBooks Online users, the confirmation message after exporting an Estimate, Invoice, or Sales Receipt did not have correct instructions for finding the document in QuickBooks Online.Version: 5.2 Build: 8.14 Release Date: 07/18/2017 Type: Fix View All Features in Build
For QuickBooks Online users, when exporting a Purchase Order, a message box was not shown confirming the Purchase Order Number created.Version: 5.2 Build: 8.12 Release Date: 07/11/2017 Type: New View All Features in Build
QuickBooks Online Integration! Use QuickBooks Online Customer Information in your quote. Add QuickBooks Online product items to your quote. Create new QuickBooks Online customers, items, estimates, invoices, sales receipts, purchase orders, and more. The QuickBooks Online integration requires QuoteWerks Professional or Corporate Edition and requires a monthly or annual subscription.Version: 5.2 Build: 6 Release Date: 05/24/2017 Type: Fix View All Features in Build
For QuickBooks users, the "Ready for Export criteria" settings and "After Export" settings were not getting saved.Version: 5.2 Build: 6 Release Date: 05/24/2017 Type: Misc View All Features in Build
When an annual subscription like QuoteValet, QuickBooks Online Integration is expiring within 30 days, the notification window now has a [Request Renewal Quote] button to send an email to request a subscription renewal quote. The Annual Product Content (Etilize) subscription does not have this option at this time.Version: 5.2 Build: 3.13 Release Date: 03/09/2017 Type: Fix View All Features in Build
For QuickBooks users, when exporting and when using a custom item name mapping and the item type was empty would receive "Error in SystemSetting_GetEx() You must specify SectionName, AND KeyName values!"Version: 5.2 Build: 2.22 Release Date: 01/26/2017 Type: Fix View All Features in Build
When making changes to the QuickBooks setup, for some settings you needed to exit QuoteWerks and restart for the changes to take effect.Version: 5.2 Build: 1.28 Release Date: 11/08/2016 Type: New View All Features in Build
QuickBooks Canada 2017 is now supported!Version: 5.2 Build: 1.28 Release Date: 11/08/2016 Type: New View All Features in Build
QuickBooks Australia 2016 is now supported!Version: 5.2 Build: 1.28 Release Date: 11/08/2016 Type: New View All Features in Build
QuickBooks USA 2017 is now supported!Version: 5.1 Build: 6.04 Release Date: 06/02/2016 Type: New View All Features in Build
QuickBooks UK 2016 is now supported!Version: 5.1 Build: 4.21 Release Date: 03/09/2016 Type: Fix View All Features in Build
For QuickBooks users, when loading the Setup window for users with large numbers of Items in QuickBooks, like 85,000 items, could encounter Error 14 Out of String Space.Version: 5.1 Build: 4.21 Release Date: 03/09/2016 Type: Fix View All Features in Build
Would receive error "RowRef xin lookup table did not exist!" error when exporting a PO to QuickBooks Canada.Version: 5.1 Build: 4.21 Release Date: 03/09/2016 Type: New View All Features in Build
For QuickBooks users, the time it takes to load the Setup window has been reduced dramatically.Version: 5.1 Build: 4.15 Release Date: 02/16/2016 Type: New View All Features in Build
QuickBooks Canada 2016 is now supported!Version: 5.1 Build: 1 Release Date: 10/27/2015 Type: Fix View All Features in Build
For QuickBoooks users, on the Purchase Orders tab of the Purchasing window, choosing the "Sync Received Items to QuickBooks" button sometimes would encounter the error message "Creation of ItemReceipt record in QuickBooks failed, QuickBooks is reporting that this PO Item is already fully received!". In some cases QuoteWerks would then terminate. Changes have been made so that when this situation occurs, you will be provided with information about the specific PO item that is already received and will be given a chance to manually mark that PO item receipt as fully exported to QuickBooks, eliminating this message from occurring again. If multiple items have been received in QuickBooks, then each time you run or re-run this "Sync Received Items to QuickBooks" you will be prompted and you can continue to choose "yes" to manually mark the item as received until all the items manually received in QuickBooks are marked as exported in QuoteWerks.Version: 5.1 Build: 1 Release Date: 10/27/2015 Type: New View All Features in Build
QuickBooks 2016 is now supported!Version: 5.0 Build: 4.09 Release Date: 04/20/2015 Type: Fix View All Features in Build
For Autotask users, when creating a PO in Autotask, the QuoteWerks PO number was being copied into the ExternalPONumber field reserved for the Autotask QuickBooks integration. Now the QuoteWerks PO number is set in the GeneralMemo field in the following format: [QuoteWerks PO: XXXXXX]Version: 5.0 Build: 4.09 Release Date: 04/20/2015 Type: Fix View All Features in Build
For QuickBooks users, when exporting estimates that contained job number for a QuickBooks customer that already existed and the option to update QuickBooks customer if it existed was not set, would receive error 3140, Description: There is an invalid reference to QuickBooks Customer "xxxx:yyyy" in the Estimate. message: Invalid argument. The specified record does not exist in the list.Version: 5.0 Build: 1.43 Release Date: 01/06/2015 Type: Fix View All Features in Build
For QuickBooks users, when clicking on the [Ok] button in the QuickBooks setup, it would incorrectly display the "It appears that you just turned on the feature to Sync Received Items to QuickBooks" prompt.Version: 5.0 Build: 1.43 Release Date: 01/06/2015 Type: Fix View All Features in Build
For QuickBooks users, when exporting documents as estimates, if the Job Name (Estimates only) was set to Auto-generate, and if the Customer existed, but the JobName did not, QuoteWerks would not detect the existing default tax name specified in the Customer record.Version: 5.0 Build: 1.43 Release Date: 01/06/2015 Type: Fix View All Features in Build
For QuickBooks users, the creation and updating of Customers and Jobs has been enhanced allowing for better support of using QuickBooks as the contact manager and selecting a CustomerJob like "Aspire Technologies:Server Upgrade". Previously QuoteWerks attempted to update the Job's address fields with the CustomerJob name like "Aspire Technologies:Server Upgrade" which depending upon the combined length of the customer and job would be larger than the QuickBooks 41 character address line causing an issue. Now it will just use the Customer portion of the CustomerJob combination. When the "If the customer does exist=Update" option is set, then if the quote refers to a job then the job will be updated, not the customer. If the quote refers directly to a customer (not a job), then the customer information will be updated.Version: 5.0 Build: 1.43 Release Date: 01/06/2015 Type: New View All Features in Build
For QuickBooks users, the Create QuickBooks Item window was widened to display longer Account names.Version: 5.0 Build: 1.43 Release Date: 01/06/2015 Type: New View All Features in Build
For QuickBooks users added option to export to QuickBooks using the QuoteWerks document BillTo fields vs the SoldTo fields. If this option is set, then when exporting the document to QuickBooks as an invoice/estimate/salesOrder, it will map the QuoteWerks BillTo fields as the CustomerJob in QuickBooks. This "Transaction BillTo mapping" option is set on the Mappings.General subtab under the Quickbooks Setup window.Version: 5.0 Build: 1.43 Release Date: 01/06/2015 Type: New View All Features in Build
For QuickBooks users, When submitting an electronic order and then creating a PO in QuickBooks, the ShipTo information entered into the online order will be included in the QuickBooks Purchase Order.Version: 5.0 Build: 1.18 Release Date: 12/12/2014 Type: New View All Features in Build
For QuickBooks users, the Select QuickBooks Sales Tax Item window has been modified to display the default tax item name from the existing customer record in QuickBooks.Version: 5.0 Build: 1 Release Date: 11/07/2014 Type: New View All Features in Build
Multiple Product Database Search. You can now do a product search across multiple product databases. This will search all selected product databases including native product databases, and external product data sources like SQL, OLEDB, Autotask, ConnectWise, salesforce.com, QuickBooks, etcVersion: 4.9 Build: 10.22 Release Date: 10/08/2014 Type: Misc View All Features in Build
For QuickBooks users, beta support is activated for version 2015.Version: 4.9 Build: 10.18 Release Date: 09/25/2014 Type: Misc View All Features in Build
Support for the outdated QuickBooks Export/Import IIF integration method has been removed. This was used with versions of QuickBooks older than 2002.Version: 4.9 Build: 10.04 Release Date: 08/27/2014 Type: New View All Features in Build
For QuickBooks 2013 (and higher) users, when selecting a QuickBooks contact the mobile number is now retrieved into the quote.Version: 4.9 Build: 10 Release Date: 08/15/2014 Type: Misc View All Features in Build
On the Purchase Orders tab, there is now an AccountingAppRef column which will display QB, PT, CW, or AT if the PO was exported to QuickBooks, Peachtree, ConnectWise, or Autotask respectively.Version: 4.9 Build: 10 Release Date: 08/15/2014 Type: New View All Features in Build
For API users, the ItemFunctions.FindAndCopyProductIntoSLIBuffer method when searching the QuickBooks product list by ManufacturerPartNumber field, now supports new operators of "Begins with" and "Ends with", in addition to the originally supported "Equal to" and "Contains" operators.Version: 4.9 Build: 8 Release Date: 06/05/2014 Type: Misc View All Features in Build
For QuickBooks users, when encountering issues with exporting Item Receipts to QuickBooks, more detailed debug information is now displayed to assist in determining the cause.Version: 4.9 Build: 8 Release Date: 06/05/2014 Type: New View All Features in Build
For QuickBooks ItemReceipt users, there is now a feature so that when you first activate this feature, it will prompt you to mark Items Received in QuoteWerks prior to the feature activation as already exported to QuickBooks. This happens when the "Sync Received Items to QuickBooks" option is checked on the QuickBooks setup screen. If it is already checked, then uncheck it, save, then go back into setup and check it and then click [Ok].Version: 4.9 Build: 8 Release Date: 06/05/2014 Type: New View All Features in Build
On the Purchase Orders tab of the Purchasing Window, there is now a PO Item right click menu of "Mark ItemReceipt As Exported to Accounting...". If you have already received the item in QuickBooks directly, then choose this option to let QuoteWerks know so that it does not try to Receive against that PO item in QuickBooks when doing the ItemReceipt synchronization.Version: 4.9 Build: 4 Release Date: 02/25/2014 Type: Fix View All Features in Build
For QuickBooks users, when using the Purchasing window to export Purchase orders to QuickBooks, QuoteWerks would keep the connection to QuickBooks open after the Purchasing window was closed which would prevent the QuickBooks user from closing QuickBooks until QuoteWerks was closed.Version: 4.9 Build: 4 Release Date: 02/25/2014 Type: New View All Features in Build
For QuickBooks users, ItemReceipt documents can now be created in QuickBooks. When receiving items in the QuoteWerks Purchasing window, the Receipt is recorded along with the serial number received. When you are finished receiving the items on the Purchasing window you can click the "Sync Received Items to QuickBooks" button. If QuoteWerks created the Purchase Order in QuickBooks for the items being received, then this will create "ItemReceipt without Bill" documents in QuickBooks, receiving the items against the QuickBooks Purchase order that QuoteWerks created in QuickBooks. It will also append the serial numbers to the end of the item descriptions on the ItemReceipt in QuickBooks. To enable the "Sync Received Items to QuickBooks" button you need to check the checkbox "Sync Received Items to QuickBooks" on the Transaction.QuickBooks tab of the QuickBooks setup window. Also on this window, the Purchase Order Integration must be set to QuickBooks. This feature requires (Corporate Edition) or (Professional Edition + Realtime module).Version: 4.9 Build: 4 Release Date: 02/25/2014 Type: New View All Features in Build
For QuickBooks users, there is now a "PO Numbering" option on the Transaction.QuickBooks tab of the QuickBooks Setup Window. Here, you can choose "Use QuickBooks Auto-numbering" or "Use QuoteWerks PO Number." When creating a manual PO in QuoteWerks and you've configured QuoteWerks to use QuickBooks for purchase orders, you'll be able to enter a blank PO number on the Create Purchase Order window. This will create the PO in QuickBooks using the next available QuickBooks PO number. That QuickBooks PO number will be used to update the QuoteWerks PONumber for the QuoteWerks purchase order, which you'll see under the Purchase Orders tab. When creating electronic POs, electronic orders require a PO number at the time you're placing the order, so you can't use the next available QuickBooks PO number here. Instead, you can use the next available QuoteWerks PO Number to submit the order to the distributor, then the QuoteWerks purchase order will use that PO number. If you have the PO Numbering option set to "Use QuickBooks Auto-numbering", then when you export the Purchase Order to QuickBooks, it will send a blank PO number to QuickBooks which will cause QuickBooks to use the next available PO number in QuickBooks. This new QuickBooks PO number will then be written into the QuoteWerks PO description field (for example, "[QBPO# 1001]").Version: 4.9 Build: 4 Release Date: 02/25/2014 Type: New View All Features in Build
Purchase Order numbering sequence. There is now a purchase order unique numbering sequence that you can now use in the PONumber field when creating a new manual purchase order or a new electronic order. This field also supports the F2 key while will display the F2Lookup list which can lookup a PO number from an external source. The PO number will be formatted, for example, like 14-1001TD. The "14" indicates the year of 2014. The "1001" is the unique numeric sequence. The "TD" is an identifier to indicate that the purchase order was for Tech Data. You can choose to have a vendor this vendor identifier or not. Under the Utilities->Vendor Maintenance when editing a vendor you can specify it in the "Vendor PO Prefix" field. It can be a maximum of 3 characters. If QuoteWerks is configured to export purchase orders to QuickBooks, Peachtree, or ConnectWise, this same PO number will be used when creating the purchase order in the accounting software. You will want to reset the unique numeric sequence each year and this can be done on the Installation tab of the Tools->Options menu. The short nature of the PO number format takes into accounts QuickBooks very small 11 character max po number and Ingram Micro being the next at 18 characters.Version: 4.9 Build: 4 Release Date: 02/25/2014 Type: New View All Features in Build
There is now a Purchase Order Integration option to set under the Tools->Options menu. This same selection is in the setup wizard and is also on the Settings tab of the ConnectWise setup window, QuickBooks setup window and Peachtree setup window. So now you choose which accounting you are integrating with rather than QuoteWerks giving you options and asking every time which accounting you want to export purchase orders too. On the Purchasing window, there are now only two action buttons. The first action button is one to create a Purchase Order in QuoteWerks and optionally exports the purchase order to your designated accounting software. The second action button first creates an online order and then creates a Purchase Order in QuoteWerks and optionally exports the purchase order to your designated accounting software.Version: 4.9 Build: 1.05 Release Date: 10/15/2013 Type: Fix View All Features in Build
For QuickBooks users, when exporting QuoteValet payments to QuickBooks, the "Map Payment Method Deposit Account" mapping was being ignored and was instead always using the default.Version: 4.9 Build: 1 Release Date: 10/08/2013 Type: New View All Features in Build
For QuickBooks users, When exporting a PO directly to QuickBooks from the Purchasing Window without having first placed an online order, you are now given the option to supply the PO number to use in QuicKBooks.Version: 4.9 Build: 1 Release Date: 10/08/2013 Type: New View All Features in Build
QuickBooks 2014 USA, Canada and UK are now supported!Version: 4.8 Build: 5.35 Release Date: 09/23/2013 Type: Misc View All Features in Build
For QuickBooks users, beta support is activated for version 2014.Version: 4.8 Build: 5.21 Release Date: 07/23/2013 Type: New View All Features in Build
For QuickBooks users, the Terms field is now supported in the DataLink.Version: 4.8 Build: 5.12 Release Date: 07/12/2013 Type: Fix View All Features in Build
Using new Online Ordering price override feature introduced in build 5.00, if you chose the realtime price vs the QuoteWerks price, this price selection was not passing back to the Purchase Order line item in the QuoteWerks Purchase order or the Purchase Order in QuickBooks (if it was also exported to QuickBooks).Version: 4.8 Build: 5 Release Date: 06/03/2013 Type: Fix View All Features in Build
For QuickBooks users, if the QuickBooks ItemName was mapped to the InternalPartNumber field, when adding a QuickBooks item from the QuickBooks Product Data Source into the QuoteWerks quote, the InternalPartNumber field in the QuoteWerks line item was not getting populated with the correct data.Version: 4.8 Build: 5 Release Date: 06/03/2013 Type: Fix View All Features in Build
If there were over 32,768 orders in the Export to QuickBooks or Export to Peachtree window would receive an overflow error. Also on the Purchasing window.Version: 4.8 Build: 5 Release Date: 06/03/2013 Type: Misc View All Features in Build
On the Contacts->Setup Contact Manager menu, on the QuickBooks setup, it did not list QuickBooks 2013 as a supported version.Version: 4.8 Build: 5 Release Date: 06/03/2013 Type: New View All Features in Build
For QuickBooks users, QuickBooks Fixed Asset type accounts now show up in the Asset account list and also the Expense account list when creating items in QuickBooks.Version: 4.8 Build: 5 Release Date: 06/03/2013 Type: New View All Features in Build
For QuickBooks users, when linking to QuickBooks as a product data source, the QuickBooks Manufacturer field is now available for display in the product lookup and can also be mapped to a CustomText or ManufacturerPartNumber field in QuoteWerks. The manufacturer part number field is available in QuickBooks (SDK 7.0), QuickBooks USA 2008 and higher, QuickBooks AU/UK 2009 and higher. To have access to this new column, you will need to edit the QuickBooks Product Data Sources under the Products->Setup Product Data Sources menu and choose to include these new columns.Version: 4.8 Build: 5 Release Date: 06/03/2013 Type: New View All Features in Build
For QuickBooks users, when exporting items to QuickBooks there is now a QuickBooks ItemName auto-generation feature. In the simplest scenario you can setup the link to just use a QuoteWerks part number like the Manufacturer field as the QuickBooks ItemName. As a starting point the value from a specified field like the QuoteWerks ManufacturerPartNumber field is used. The auto-generation feature will allow for more than this when the InternalPartNumber or any CustomTextxx field is selected as the mapped field. This new auto-generation feature will allow for many scenarios of use, including the ability to maintain your own proprietary part numbers in QuickBooks and pull them from QuickBooks using the product data source link. You can even use the Etilize functionality in combination with your own proprietary parts in QuickBooks. There are 3 auto-generation options. With "Do not auto-generate", when exporting items to QuickBooks, if the mapped field is empty, this will stop and force you to specify your proprietary part number. If you pulled the part from QuickBooks, it will already have your proprietary part number from QuickBooks. This is useful when you have custom part numbers that are not based on any field or combination of fields. With "Do not auto-generate", when exporting items to QuickBooks, if the mapped field is empty, then you will be forced to manually specify an ItemName before proceeding. This is used when using your own proprietary part numbers. With "Auto-generate using macro:", when exporting items to QuickBooks, instead of just using a simple field value like the ManufacturerPartNumber to become the QuickBooks ItemName, you can choose to have the QuickBooks ItemName auto-generated using a macro like &DI_ItemType:&DI_ManufacturerPartNumber. With "Auto-generate using macro based on ItemType:", when exporting items to quickbooks, instead of just using a simple field value like the ManufacturerPartNumber to become the QuickBooks ItemName, you can choose to have the QuickBooks ItemName auto-generated based on the ItemType of the Item. So, for example if the ItemType is "Haas", then you can map to an auto-generation macro of "Haas:&DI_ManufacturerPartNumber, but if the ItemType is "Hardware" then you can map to an auto-generation macro of just "&DI_ManufacturerPartNumber". You can also set a value for "If any ItemTypes are not mapped use the following macro:"Version: 4.8 Build: 3 Release Date: 01/23/2013 Type: New View All Features in Build
For QuickBooks users, on the Export to QuickBooks window, clicking on the DocDate column will now sort by date.Version: 4.8 Build: 1 Release Date: 11/14/2012 Type: New View All Features in Build
With Audit Trail Tracking, key events are recorded creating an audit trail of changes made to the document such as: a) when the document is saved b) who an email is sent from the quote, email address (to/subject/attachments), c) when the document is uploaded to QuoteValet for customer, peer review, approval, mobile template, d) when the document is updated with customers selections from QuoteValet, e) when the document is converted to an order or invoice, f) when the document is exported to QuickBooks or Peachtree, g) when the document approval is requested through QuoteWerks or QuoteValet, and h) when the document is approved through QuoteWerks or QuoteValet. The current date, time, and logged-in user is recorded along with the event. Using the "Audit Trail Transaction Record Macros" option under the Security tab of the Tools->Options menu you can choose what other information from the document you would like to record in the even such as GrandTotal, LineCount, DocStatus, etc. Also on the Security tab is a "Enable Audit Trail Backup files" checkbox. This will create a backup copy of the document (under the \History\AuditTrail folder) every time the document is saved. Under the File->Properties menu you can see the audit trail events and also a listing of the "Audit Trail Backup Files" and "Automatic Backup Files".Version: 4.7 Build: 08.09 Release Date: 10/05/2012 Type: New View All Features in Build
QuickBooks 2013 USA, Canada, and UK now supported!Version: 4.7 Build: 08.01 Release Date: 09/17/2012 Type: Fix View All Features in Build
For QuickBooks and QuoteValet users, when exporting a credit card payment to QuickBooks would receive error "35601 element not found". This issue was introduced in build 6.12.Version: 4.7 Build: 8 Release Date: 09/13/2012 Type: New View All Features in Build
On the Accounting tab of the Tools->Options menu, there is a new "Selected Accounting Integration" option. The accounting integrations to both QuickBooks and Peachtree are activated when using the Professional or Corporate Editions of QuoteWerks. With this option you can now specify which integration you use, after which QuickBooks or Peachtree toolbar buttons, etc will be removed depending upon your selection. Also on this tab are now setup buttons for both integrations. Also after placing an electronic order, this will control if you are prompted to export the PO to QuickBooks.Version: 4.7 Build: 7.01 Release Date: 07/13/2012 Type: Fix View All Features in Build
For QuickBooks users, when creating a purchase order from the Purchasing window would receive a query error.Version: 4.7 Build: 7 Release Date: 07/12/2012 Type: Misc View All Features in Build
When trying to export a QuoteValet credit card payment transaction to QuickBooks, if the accepted quote did not have a SoldToCompany the export would fail. Now, the SoldToContact is used as the QuickBooks "CustomerName" if no SoldToCompany is available.Version: 4.7 Build: 4 Release Date: 03/09/2012 Type: Fix View All Features in Build
When exporting payments to QuickBooks, the payment method and deposit account mappings were not being used.Version: 4.7 Build: 2 Release Date: 02/02/2012 Type: Fix View All Features in Build
For QuickBooks users, when mapping the Estimate/Order/Invoice/PO header custom fields, the list of QuoteWerks fields to choose from were the Document Items fields, not the Document Header fields.Version: 4.7 Build: 2 Release Date: 02/02/2012 Type: Fix View All Features in Build
For QuickBooks users, the option for Job Name (Estimates only) of "Auto-generate using Document Name" was using the Document Number.Version: 4.7 Build: 2 Release Date: 02/02/2012 Type: Fix View All Features in Build
For QuickBooks users, when exporting Purchase Orders to QuickBooks for a Service type line item, would receive an error that Service type parts cannot have a manufacturer part number.Version: 4.7 Build: 2 Release Date: 02/02/2012 Type: Misc View All Features in Build
For QuickBooks users, loading the QuickBooks Integration setup in QuoteWerks is much faster.Version: 4.7 Build: 2 Release Date: 02/02/2012 Type: New View All Features in Build
For QuickBooks users, added new "Auto Select Preferred Vendor" option on the Mappings.Items tab on the QuickBooks setup window. When creating a new item and this option is selected, QuoteWerks will try to select the preferred vendor using the current vendor for the line item in the current quote.Version: 4.7 Build: 2 Release Date: 02/02/2012 Type: New View All Features in Build
When creating a Purchase Order in QuickBooks, the Customer:Job that each item is being purchased for is now populated in the QuickBooks Purchase Order using the QuoteWerks customer information from the Orders.Version: 4.7 Build: 2 Release Date: 02/02/2012 Type: New View All Features in Build
For QuickBooks users, the item Preferred Vendor field is now available when using QuickBooks as a product data source. For existing customer you will need to modify the QuickBooks Product Data source mappings (Products->Setup Product Data Sources) to map to the newly available field.Version: 4.7 Build: 2 Release Date: 02/02/2012 Type: New View All Features in Build
For QuickBooks users, when exporting payments received by QuoteValet into QuickBooks, the list of payments can now be filtered by date range and also includes a checkbox for "Include previously exported payments".Version: 4.7 Build: 2 Release Date: 02/02/2012 Type: New View All Features in Build
For QuickBooks users, you can now export a QuoteValet payment to QuickBooks without first exporting the quote/order/invoice to QuickBooks.Version: 4.7 Build: 2 Release Date: 02/02/2012 Type: New View All Features in Build
For QuickBooks users, when exporting QuoteValet payments, you can now setup mappings that map the QuoteValet payment methods to different payment method and deposit accounts in QuickBooks. For example, while QuoteValet sends over VISA or MC, in QuickBooks, you might want the payment method for both of those to simply be "Credit Card". When accepting a payment when PayPal was used, you might want that payment to be deposited into a different account than where the regular credit card payments are deposited. The mappings become even more important when accepting check or wire transfer payments by proxy as you will typically want to deposit those payments into different accounts, for example, a check would go into "Undeposited Funds", whereas a wire transfer would be deposited directly into the bank account.Version: 4.7 Build: 2 Release Date: 02/02/2012 Type: New View All Features in Build
For QuickBooks users, when the user logged into QuickBooks has QuickBooks Security Rights for "Sensitive Financial Data" and "Sensitive Accounting Activity" set to "No Access", the QuickBooks integration will now work under those settings.Version: 4.7 Build: 2 Release Date: 02/02/2012 Type: New View All Features in Build
For QuoteValet users, when making payments by Proxy, you can now specify the payment method like Check, Wire Transfer or VISA, etc for times when the customer just calls in directly with payment. This is particularly useful when exporting these payments from QuoteValet to QuickBooks. You can also specify the Proxy Payment Reference, useful when receiving a check payment to enter for example "ck#1234".Version: 4.7 Build: 1.01 Release Date: 11/16/2011 Type: Fix View All Features in Build
For QuickBooks, the "I do not charge tax in QuickBooks." setting was being ignored.Version: 4.7 Build: 1.01 Release Date: 11/16/2011 Type: Misc View All Features in Build
QuickBooks version 2012 was not listed under the Contacts-> Setup Contact Manager-> QuickBooks selectionVersion: 4.7 Build: 1.01 Release Date: 11/07/2011 Type: New View All Features in Build
QuickBooks 2012 USA/Canada/UK now supported!Version: 4.7 Build: 1 Release Date: 11/07/2011 Type: New View All Features in Build
For QuickBooks users, custom fields for the QuickBooks customer are now all displayed in the results when searching for a QuickBooks contact. Also the QuickBooks customer custom fields can be retrieved into the quote using the DataLink feature.Version: 4.7 Build: 1 Release Date: 11/07/2011 Type: New View All Features in Build
For QuickBooks users, when creating Inventory and Non-Inventory items, the manufacturer part number from QuoteWerks populates the ManufacturerPartNumber in the QuickBooks Item definition for QuickBooks (SDK 7.0), QuickBooks USA 2008 and higher, QuickBooks AU/UK 2009 and higher.Version: 4.7 Build: 1 Release Date: 11/07/2011 Type: New View All Features in Build
When QuoteWerks is creating a new QuickBooks item, there is now an option to specify the Preferred Vendor for this new QuickBooks item.Version: 4.7 Build: 1 Release Date: 11/07/2011 Type: New View All Features in Build
For QuickBooks users, QuickBooks custom item fields are now displayed in the QuickBooks product data source and can be mapped to Document Item columns.Version: 4.7 Build: 1 Release Date: 11/07/2011 Type: New View All Features in Build
When exporting Invoices/Estimates/SalesOrders/PurchaseOrders to QuickBooks, you can now map columns/fields from the Document Items tab to the Custom field columns of the line items on the QuickBooks Invoice/Estimate/SalesOrder/PurchaseOrder. This is supported in QuickBooks 2007 and higher.Version: 4.7 Build: 1 Release Date: 11/07/2011 Type: New View All Features in Build
When exporting Invoices/Estimates/SalesOrders/PurchaseOrders to QuickBooks, you can now map fields from the QuoteWerks Document Header to QuickBooks Invoice/Estimate/SalesOrder/PurchaseOrder level Custom fields. This is supported in QuickBooks 2007 and higher.Version: 4.7 Build: 1 Release Date: 11/07/2011 Type: New View All Features in Build
For QuickBooks users, when QuoteWerks creates item definitions in QuickBooks, you can now map fields from the QuoteWerks Document Items to the QuickBooks Item Definition custom fields. This is supported in QuickBooks 2007 and higher.Version: 4.7 Build: 1 Release Date: 11/07/2011 Type: New View All Features in Build
For QuickBooks users, you can now create Purchase Orders in QuickBooks. Under the new Tools->Purchasing menu (formerly the Online Orders menu) you have access to all the Order items in QuoteWerks and can easily create QuickBooks Purchase Orders that contain items from multiple orders. Items that do not exist in QuickBooks will be created, and the QuickBooks Purchase Order number will be written back into the line items from the orders. Additionally if using the Online Ordering feature of the real-time module, after the items are ordered you will be asked if you want to create a Purchase Order in QuickBooks for the items you just ordered electronically.Version: 4.7 Build: 1 Release Date: 11/07/2011 Type: New View All Features in Build
QuoteValet 1.3. QuoteValet now accepts payments (deposits, progress payments, final payments, etc.) through over 80 payment gateways including Authorize.net, QuickBooks merchant services, PayPal, and Google checkout. Additionally, for QuickBooks users, payments received by QuoteValet can be imported as a Customer Payments in QuickBooks and automatically applied to the customer that made the payment.Version: 4.6 Build: 6 Release Date: 09/08/2011 Type: Fix View All Features in Build
In the QuickBooks and Peachtree batch export window, the totals amount was incorrectly always expressed in USD, rather than the approval local currency.Version: 4.6 Build: 2 Release Date: 02/16/2011 Type: Misc View All Features in Build
For QuickBooks users, when orders are exported to QuickBooks that contain a rare but particular combination of subtotal/Percent Discount/Product, or subtotal/Percent Charge/Product a warning will now be displayed that this combination is not supported.Version: 4.6 Build: 1.23 Release Date: 01/11/2011 Type: New View All Features in Build
QuickBooks UK 2011 is now supported!Version: 4.6 Build: 1.17 Release Date: 01/03/2011 Type: Fix View All Features in Build
For QuickBooks users, subtotal line items were requiring part numbers.Version: 4.6 Build: 1.11 Release Date: 12/22/2010 Type: Fix View All Features in Build
For QuickBooks users, comment lines were requiring part numbers.Version: 4.6 Build: 1 Release Date: 12/15/2010 Type: Fix View All Features in Build
For QuickBooks users, When exporting documents to QuickBooks, product definitions would be created for products that were flagged as optional line items in the quote.Version: 4.6 Build: 1 Release Date: 12/15/2010 Type: New View All Features in Build
QuickBooks 2011 is now supported!Version: 4.5 Build: 5 Release Date: 04/23/2010 Type: Fix View All Features in Build
For QuickBooks and Peachtree users, when exporting documents to QuickBooks and Peachtree respectively, items that were flagged as Recurring should only be sent over if the IncludeFirstPaymentInDocumentTotal option was set for the line. They were being sent over irregardless of this option. Similar issue with the Open Export module.Version: 4.5 Build: 1 Release Date: 12/15/2009 Type: Fix View All Features in Build
For users of the older IIF version of the QuickBooks link would receive error "QuickBooks Customer field (BCITY) not found" or similar and the City, State, and PostalCode would not be exported to QuickBooks. After applying this fix, please make sure to select your QuickBooks version on the QuickBooks Import/Export Link Setup. If you are running a version of QuickBooks newer than 2003, just select version 2003.Version: 4.0 Build: 51 Release Date: 10/22/2009 Type: New View All Features in Build
QuickBooks 2010 (USA and Canadian versions) are now supported!Version: 4.0 Build: 49 Release Date: 08/27/2009 Type: Fix View All Features in Build
On the QuicKBooks subtab of the Transaction tab under the QuickBooks Interactive Link Setup, when setting the Memo to a blank value, it would revert back to the default value of "Imported from QuoteWerks Doc# &DH_DocNo (on &SYS_Now)" the next time QuoteWerks started.Version: 4.0 Build: 49 Release Date: 08/27/2009 Type: New View All Features in Build
Innovative Context-Sensitive Tutorial Video links are now displayed on various QuoteWerks windows as a hyperlink labeled "Watch Tutorial Video". These links make it easy to play the appropriate tutorial video based on the window you currently have open, without having to manually go to the website, determine if a video on this topic exists, and then manually play it. The Context-Sensitive Tutorial Video links obtain their content from the Tutorial Videos page on the QuoteWerks website ( http://www.quotewerks.com/tutorial.asp ). The "Watch Tutorial Video" hyperlink is now available on the Tools|Export To QuickBooks window, the QuickBooks Interactive Link Setup window, Tools|Export To Peachtree window, the Peachtree Interactive Link Setup window, the Realtime tab of the Tools|Options menu, the Products|Setup Products Data Sources menu, the Products|Import Wizard menu, and then Utilities|Sync menu.Version: 4.0 Build: 47 Release Date: 06/09/2009 Type: Fix View All Features in Build
For ACT! 4.0, 2000/5.0, 6.0 users, when exporting to QuickBooks or Peachtree, the DocStatus field was being updated to reflect that the document was exported, but the DTF file associated with the document was not getting updated.Version: 4.0 Build: 47 Release Date: 06/09/2009 Type: Fix View All Features in Build
When the API method FindAndCopyProductIntoSLIBuffer was called for an external product data source like QuickBooks or Peachtree, and they were not running, a message box would be displayed to that effect. This would interrupt the program execution of the external API application. Now, no message boxes are displayed if there is a problem with QuickBooks or Peachtree not running; essentially normal usage. However, if there is a configuration or setup issue, message boxes may still be displayed.Version: 4.0 Build: 47 Release Date: 06/09/2009 Type: New View All Features in Build
For QuickBooks users, on the Create QuickBooks Item the size of the account dropdowns has been increased, enabling you to fully see larger account names, and also added tooltip support for extremely long account names.Version: 4.0 Build: 47 Release Date: 06/09/2009 Type: New View All Features in Build
On the Defaults tab of the QuickBooks Setup window, increased the size of the account dropdowns enabling you to fully see larger account names, and also added tooltip support for extremely long account names.Version: 4.0 Build: 43 Release Date: 10/31/2008 Type: Fix View All Features in Build
When in demo mode, and attempting to export to QuickBooks, Peachtree, Open Export Module, or Place an Online Order, would receive a message stating that there were more than 8 documents in the database when there was actually exactly 8.Version: 4.0 Build: 43 Release Date: 10/31/2008 Type: New View All Features in Build
For API users, in the FindAndCopyProductsIntoMLIBuffer method, the "Begins with" operator is now suported for QuickBooks, Peachtree, and salesforce.com Data sources.Version: 4.0 Build: 43 Release Date: 10/31/2008 Type: New View All Features in Build
When searching for contacts under the Contacts|Lookup menu, the ability to sort columns in the results grid by clicking on the column header is now also supported for ACT!, MS CRM, Outlook, Peachtree, QuickBooks, SalesLogix, and salesforce.com users.Version: 4.0 Build: 43 Release Date: 10/31/2008 Type: New View All Features in Build
QuickBooks 2009 Canada is now supported!Version: 4.0 Build: 43 Release Date: 10/31/2008 Type: New View All Features in Build
QuickBooks 2009 USA is now supported!Version: 4.0 Build: 39.07 Release Date: 08/25/2008 Type: Fix View All Features in Build
If a QuickBooks Product Data Source was removed from the Products|Setup Product Data Sources menu, but on the Items tab of the QuickBooks setup the option was selected to "Display QuickBooks item list in QuoteWerks Product Lookup", then the QuickBooks Product Data Source would be automatically re-added the next time QuoteWerks started.Version: 4.0 Build: 39.07 Release Date: 08/25/2008 Type: New View All Features in Build
Added Select All and De-Select All buttons to the QuickBooks and Peachtree Batch Export window.Version: 4.0 Build: 39 Release Date: 08/12/2008 Type: Fix View All Features in Build
When exporting to the Canadian version of QuickBooks, if you specified a shipping amount, the amount would always be sent over to QuickBooks as not taxable. Now, depending upon the "Do not charge PST tax on Shipping" and "GST Tax Exempt" checkboxes on the Sale Info tab the appropriate tax code will be passed to QuickBooks for the shipping amount.Version: 4.0 Build: 39 Release Date: 08/12/2008 Type: Fix View All Features in Build
If a QuickBooks account name contained a "(" or ")" character would receive error when that account was referenced during the QuickBooks integration. After installing this update you need to go into the QuickBooks link setup and click on the [Ok] button to correct any bad data saved previously as a result of this issue. This fixes the issue when the account name contains these characters. The similar Build 36 fix fixed the issue when the account description contains these characters.Version: 4.0 Build: 39 Release Date: 08/12/2008 Type: Fix View All Features in Build
For QuickBooks Canada 2004, 2005, 2006, 2007, and QuickBooks Canada 2008 (multi-currency edition) when item definitions were created, the tax code was not being specified for them so QuickBooks would assign a default tax code to them (the item tax code in the estimate/invoice was correct however). The same issue would cause all the QuickBooks items to appear to be not taxable when listed in the QuoteWerks Product Lookup window. This issue was introduced in Build 36.Version: 4.0 Build: 39 Release Date: 08/12/2008 Type: New View All Features in Build
The API method FindAndCopyProductsIntoMLIBuffer will now return error -11 if the Operator being passed is not supported by the product data source. For example, QuickBooks, Peachtree, and salesforce.com product data sources only support the "Equal to" operator.Version: 4.0 Build: 39 Release Date: 08/12/2008 Type: New View All Features in Build
When the API method FindAndCopyProductsIntoMLIBuffer was called and external product data sources like QuickBooks, Peachtree where not running, a message box would be displayed to that effect. This would interrupt the program execution of the external API application. Now, no message boxes are displayed if there is a problem with QuickBooks or Peachtree not running; essentially normal usage. However, if there is a configuration or setup issue, message boxes may still be displayed. In the case where QuickBooks or Peachtree is not running the error of -40 will be returned.Version: 4.0 Build: 39 Release Date: 08/12/2008 Type: New View All Features in Build
In the QuickBooks link (USA version only), there is now a new option "Use tax item from QuickBooks customer (if exists), otherwise use Default tax item." on the Sales Tax tab of the QuickBooks link setup. When this is selected, and exporting estimate or invoice to QuickBooks for a customer that already exists in QuickBooks, the default tax item name associated with the customer definition in QuickBooks will be used.Version: 4.0 Build: 36.03 Release Date: 05/27/2008 Type: Fix View All Features in Build
When clicking on the [Setup] button on the Export to QuickBooks window would receive "Error in GetXMLListOfQBItemsByType() ... A query request did not find a matching object in QuickBooks" when the list of (for example) Classes in QuickBooks had no classes defined.Version: 4.0 Build: 36 Release Date: 05/09/2008 Type: Fix View All Features in Build
If a QuickBooks tax code description contained a "(" or ")" character would receive error that the tax code did not exist in QuickBooks. After installing this update you need to go into the QuickBooks link setup and click on the [Ok] button to correct any bad data saved previously as a result of this issue.Version: 4.0 Build: 36 Release Date: 05/09/2008 Type: New View All Features in Build
Added support for "&DH_DocName", and all the &APP and &SYS macros in the QuickBooks Export Memo field.Version: 4.0 Build: 36 Release Date: 05/09/2008 Type: New View All Features in Build
QuickBooks 2008 UK is now supported!Version: 4.0 Build: 36 Release Date: 05/09/2008 Type: New View All Features in Build
QuickBooks 2008 Canada (multi-currency version) is now supported! Starting with 2008, there are two versions of QuickBooks Canada. The primary version uses the new unified QuickBooks SDK and does not support multi-currency. This is the version that is widely available. There is also a multi-currency version which is now only sold direct to consumers over the phone.Version: 4.0 Build: 36 Release Date: 05/09/2008 Type: New View All Features in Build
QuickBooks 2008 Canada is now supported!Version: 4.0 Build: 33 Release Date: 02/15/2008 Type: New View All Features in Build
On the QuickBooks and Peachtree batch export window, pressing the F5 key will refresh the list of documents displayed.Version: 4.0 Build: 33 Release Date: 02/15/2008 Type: New View All Features in Build
For QuickBooks users, on the Product Lookup window, you can now enter a % symbol before the value in the manufacturer part number field (QuickBooks Item Name) to return any products that end with the value you are searching for. If you also check the "Begins with" checkbox, it will return any products that contain the value you are searching for. You can also just use the % symbol before and/or after to value to accommodate all combinations ("%door", "door%", "%door%") without having to check the "Begins with" checkbox.Version: 4.0 Build: 33 Release Date: 02/15/2008 Type: New View All Features in Build
For QuickBooks users, there is now an option to specify 'Ready for Export' criteria. With this new feature, only documents that match your criteria will be displayed in the Non-Exported documents tab on the QuickBooks batch export window. The DocType can now be specified in addition to the DocStatus being 'Equal to' or 'Not Equal to' one or more values. This is useful to set, for example, DocStatus 'Not Equal to' "Lost,Void,Exported" so that any documents that have been Lost, Voided, or Exported will not be displayed. The drop-down list will display all DocStatus F2 Lookup values and all unique values from the database.Version: 4.0 Build: 33 Release Date: 02/15/2008 Type: New View All Features in Build
QuickBooks 2008 (USA only) is now supported!Version: 4.0 Build: 31 Release Date: 08/31/2007 Type: Fix View All Features in Build
On the QuickBooks or Peachtree batch export window, if you right-clicked and selected the Open the document, when you later closed the batch export window, clicking in the currently displayed quote grid or text boxes would not accept focus into it.Version: 4.0 Build: 31 Release Date: 08/31/2007 Type: Misc View All Features in Build
When exporting to QuickBooks or Peachtree using the interactive link, if the document contains a grouped bundle with a % discount price modifier and the option to "Convert grouped items to single item" is not set, a message is now displayed alerting you that the discount will not be applied to the items in the accounting software and will give you an option to not proceed.Version: 4.0 Build: 31 Release Date: 08/31/2007 Type: Misc View All Features in Build
When choosing "Display QuickBooks Item list in QuoteWerks Product Lookup." on the Items tab of the QuickBooks Interactive Link Setup window, the "Show all products" default is now automatically set.Version: 4.0 Build: 31 Release Date: 08/31/2007 Type: New View All Features in Build
In the QuickBooks link, when prompted to have QuoteWerks create an item in QuickBooks for you, you can now modify the description for the new QuickBooks item definition to be different than the description of the item in the current document.Version: 4.0 Build: 31 Release Date: 08/31/2007 Type: New View All Features in Build
The manual Sales Rep ID mapping setup in the interactive QuickBooks link now displays the QuickBooks Sales Rep Initials and QuickBooks Sales Rep full name on the mapping window making it much easier to setup.Version: 4.0 Build: 29 Release Date: 05/18/2007 Type: Misc View All Features in Build
If error occurs with QuickBooks integration when QuickBooks 2007 is running on Vista in a configuration not supported by QuickBooks, a Self Help Issue Resolution dialog is displayed.Version: 4.0 Build: 27 Release Date: 03/30/2007 Type: New View All Features in Build
Added date ranges "This Week" and "Last Week" to the QuickBooks Batch export window.Version: 4.0 Build: 23 Release Date: 11/03/2006 Type: Fix View All Features in Build
On the Product Lookup window when using the Append Paste feature after having previously searched the QuickBooks or salesforce.com external product data source, the product would appear to have been pasted but would disappear when the product list was refreshed.Version: 4.0 Build: 23 Release Date: 11/03/2006 Type: Fix View All Features in Build
On the QuickBooks batch export window the document date was always being displayed in USA date format instead of using the Windows regional settings.Version: 4.0 Build: 23 Release Date: 11/03/2006 Type: Fix View All Features in Build
When exporting to QuickBooks UK would receive "error parsing xml text stream" when the link was creating a new item.Version: 4.0 Build: 23 Release Date: 11/03/2006 Type: New View All Features in Build
QuoteWerks can now create Sales Orders in the Asia Pacific editions of QuickBooks.Version: 4.0 Build: 23 Release Date: 11/03/2006 Type: New View All Features in Build
QuickBooks 2007 USA and Canadian editions are now supported!Version: 4.0 Build: 22 Release Date: 09/05/2006 Type: Fix View All Features in Build
In the Tools|Export to QuickBooks window document templates could appear in the list of documents to export and should not have.Version: 4.0 Build: 20 Release Date: 08/01/2006 Type: Misc View All Features in Build
When retrieving product items from QuickBooks that contain characters greater than 127, if an error is encountered, it will not prevent the rest of the items from being retrieved into QuoteWerks. Also, specifically character 149 is accounted for.Version: 4.0 Build: 20 Release Date: 08/01/2006 Type: New View All Features in Build
On the Product Lookup window, when a QuickBooks Product Data Source is selected and the grid has focus, pressing the F5 key will force QuoteWerks to re-retrieve the list of products from QuickBooks.Version: 4.0 Build: 20 Release Date: 08/01/2006 Type: New View All Features in Build
QuoteWerks now supports the UK edition of QuickBooks 2005 and 2006.Version: 4.0 Build: 17 Release Date: 01/03/2006 Type: New View All Features in Build
For QuickBooks users, when exporting to QuickBooks and QuickBooks 5 address line maximum is reached, QuoteWerks will now attempt to merge the address1 and address2 lines together in an effort to stay under the QuickBooks 5 line maximum.Version: 4.0 Build: 15 Release Date: 12/08/2005 Type: Fix View All Features in Build
When setting up the QuickBooks link if you choose to have QuoteWerks create a mapping part number for you in QuickBooks and you have selected the "I do not charge tax" option, would receive an error if you had not completed the tax code mappings.Version: 4.0 Build: 15 Release Date: 12/08/2005 Type: Misc View All Features in Build
Changed the default QuickBooks link part number field mapping from VendorPartNumber to ManufacturerPartNumber.Version: 4.0 Build: 15 Release Date: 12/08/2005 Type: New View All Features in Build
When using the QuickBooks link on the Create Item window and creating an "Inventory Part", the last accounts used for Asset and COGS is now used as the default for the next item that is created.Version: 4.0 Build: 15 Release Date: 12/08/2005 Type: New View All Features in Build
When using the QuickBooks link on the Create Item window, the item description is now displayed for reference.Version: 4.0 Build: 14 Release Date: 11/28/2005 Type: New View All Features in Build
QuickBooks 2006 is now supported.Version: 4.0 Build: 12 Release Date: 10/13/2005 Type: Fix View All Features in Build
In the QuickBooks link setup when specifying a Sales Tax Group Item to "Use for all Estimates/Invoices" would receive an error "Error: The QuickBooks Sales Tax item name xxx specified in the QuoteWerks QuickBooks link setup does not exist in QuickBooks. Please specify an item that exists in QuickBooks, or create the item in QuickBooks. Export cancelled."Version: 4.0 Build: 12 Release Date: 10/13/2005 Type: Fix View All Features in Build
When exporting documents to QuickBooks as Estimates which contained line items that had a price modifier of "C" (Customer based price levels) or "V" (Volume pricing levels), the QuickBooks Amount and MarkupRate would be set to 0.Version: 4.0 Build: 12 Release Date: 10/13/2005 Type: Fix View All Features in Build
For users of the USA edition of QuickBooks version 2005 or higher the time it takes to search QuickBooks to see if an estimate or invoice number already exists has been dramatically improved.Version: 4.0 Build: 12 Release Date: 10/13/2005 Type: Fix View All Features in Build
On the QuickBooks Export window, there was a list of month names in the date range drop down combo that would change based on the language settings of the machine. This caused a problem, so now the month names are now hard coded in English.Version: 4.0 Build: 12 Release Date: 10/13/2005 Type: Misc View All Features in Build
When exporting a document to QuickBooks, QuoteWerks now checks to make sure that you have setup QuoteWerks to use the Canadian tax system if you are integrating with the Canadian version of QuickBooks. The same applies for the USA version.Version: 4.0 Build: 12 Release Date: 10/13/2005 Type: Misc View All Features in Build
When using the QuickBooks link and exporting a document, if a document item has a USA tax code (for example) and you are exporting to the Canadian version of QuickBooks, you are notified of this mismatch.Version: 4.0 Build: 12 Release Date: 10/13/2005 Type: New View All Features in Build
Added Export shortut menu item to the QuickBooks export right click menu.Version: 4.0 Build: 12 Release Date: 10/13/2005 Type: New View All Features in Build
When exporting to QuickBooks, the Memo can now be fully customized. Previously it was hard coded to "Imported from QuoteWerks Doc# XXX (on YYY)"Version: 4.0 Build: 12 Release Date: 10/13/2005 Type: New View All Features in Build
When exporting documents to QuickBooks as Estimates which contained line items that had a discount or list price modifier ("D" or "L") and there was a cost amount for the line item, the cost amount is now used as the reference "Rate" amount on the Estimate. This amount is then in turn used when you manually convert the Estimate to a Purchase Order in QuickBooks. Previously since the Price was being calculated based on the List price, the List price was being sent to QuickBooks as the "Rate" amount.Version: 4.0 Build: 12 Release Date: 10/13/2005 Type: New View All Features in Build
QuoteWerks now can create Sales Orders in QuickBooks in addition to Estimates and Invoices. This new feature is supported only in QuickBooks 2005 (USA edition), QuickBooks 2004 (USA edition), QuickBooks 2003 Release 7 and higher (USA edition), QuickBooks 2005 (Canadian edition), and QuickBooks 2004 (Canadian Edition).Version: 4.0 Build: 11 Release Date: 07/15/2005 Type: Misc View All Features in Build
When in demo mode, and trying to use the QuickBooks, Peachtree, or Open Export module links, the message text has been changed to refer to the new QuoteWerks editions versus the older version 3 optional module references.Version: 4.0 Build: 8 Release Date: 04/26/2005 Type: Fix View All Features in Build
When setting up the QuickBooks link, if you selected the option to map the QuickBooks class name to a QuoteWerks field, but then forgot to select the QuoteWerks field, would receive an error about GetDynTextFld when exporting to QuickBooks.Version: 4.0 Build: 8 Release Date: 04/26/2005 Type: Misc View All Features in Build
Changed the QuickBooks link XML encoding type from the default to ISO-8859-1.Version: 4.0 Build: 4 Release Date: 01/10/2005 Type: New View All Features in Build
The File|Duplicate feature now has an option to let you set the DocStatus of the document. This is especially useful for QuickBooks users since documents that have already been exported to QuickBooks have a DocStatus value set to "Exported" and when duplicating, this can now be changed.Version: 4.0 Build: 4 Release Date: 01/10/2005 Type: New View All Features in Build
When exporting documents to QuickBooks, there is now a new option to specify the class name for the QuickBooks estimate/invoice by retrieving this class name value from a field in the QuoteWerks document like the SoldToPriceProfile field.Version: 4.0 Build: 4 Release Date: 01/10/2005 Type: New View All Features in Build
Support for QuickBooks 2005 has been added.Version: 3.0 Build: 38 Release Date: 10/12/2004 Type: Misc View All Features in Build
QuickBooks api does not support the (R) or (C) characters (and generates error when they are encountered). QuoteWerks now finds these characters and replaces them with the (R) and (C) representations.Version: 3.0 Build: 38 Release Date: 10/12/2004 Type: Fix View All Features in Build
Bug in QuickBooks 2002/2003/2004 causes "error parsing xml text stream" when the data contained a chr(146) italicized apostrophe character. QuoteWerks now replaces this character with a regular apostrophe to avoid this issue.Version: 4.0 Build: 2 Release Date: 10/12/2004 Type: Misc View All Features in Build
Added QuickBooks Debug mode technical support feature for debugging QuickBooks interactive link issues.Version: 4.0 Build: 2 Release Date: 10/12/2004 Type: Misc View All Features in Build
QuickBooks 2004 is now listed as supported when selecting QuickBooks as the contact manager to use with QuoteWerks on the Contacts|Setup Contact Manager menu.Version: 4.0 Build: 2 Release Date: 10/12/2004 Type: Fix View All Features in Build
Using the new ShippingIsTaxable ini option, now works with the old iif export method of the older outdated QuickBooks link.Version: 4.0 Build: 2 Release Date: 10/12/2004 Type: Fix View All Features in Build
When exporting to QuickBooks, the Terms field value was incorrectly being limited to 15 characters. It has been corrected to the QuickBooks max supported length of 31 chars.Version: 4.0 Build: 1 Release Date: 07/14/2004 Type: Misc View All Features in Build
When exporting to QuickBooks, we now check to see if the terms field (15) and the ShipVia field (31) data is larger than what QuickBooks supports, and if so user is notified.Version: 4.0 Build: 1 Release Date: 07/14/2004 Type: New View All Features in Build
On the QuickBooks link "Select sales tax item name" window, the tax rate from the quote is now displayed.Version: 4.0 Build: 1 Release Date: 07/14/2004 Type: New View All Features in Build
The QuickBooks export list is now sorted by DocDate.Version: 4.0 Build: 1 Release Date: 07/14/2004 Type: New View All Features in Build
Added a new site.ini option, under the [Defaults] section, the DocDueDate ini key={Empty} will cause the DocDueDate on the Sale Info tab for new documents to stay empty instead of defaulting to a date or calculated date. This new option is useful in the example when it is left blank, and exporting the document to QuickBooks, the terms field can be used to have QuickBooks automatically calculate this due date date.Version: 4.0 Build: 1 Release Date: 07/14/2004 Type: New View All Features in Build
A new real-time live link to the QuickBooks product database enables you to search the QuickBooks product database real-time for products and services to use in your quote. Current availability for inventory items is displayed too (Professional/Corporate Editions only).See a screenshot of this feature
Version: 4.0 Build: 1 Release Date: 07/14/2004 Type: New View All Features in Build
The PC industry edition is now called the Professional Edition, and includes the Peachtree link, QuickBooks link, and Open Export module.Version: 3.0 Build: 35 Release Date: 02/19/2004 Type: New View All Features in Build
When exporting invoices/estimates to QuickBooks, the process now displays a status window to show the progress of the process.Version: 3.0 Build: 32 Release Date: 08/20/2003 Type: Fix View All Features in Build
When exporting to QuickBooks, QuoteWerks was not correctly parsing the address line containing city, state and zip correctly into QuickBooks.Version: 3.0 Build: 32 Release Date: 08/20/2003 Type: New View All Features in Build
In the QuickBooks link setup, you can now select Other Charge type items for use as a shipping item on the Defaults tab of the QuickBooks link setup. Also when QuoteWerks creates a new item for you in QuickBooks to use for shipping charges, the item that it creates will now be of QuickBooks Other Charge type rather than non-inventory type.Version: 3.0 Build: 32 Release Date: 08/20/2003 Type: New View All Features in Build
You can now export line items to QuickBooks that use the UnitOfPricingFactor feature. The unit price when exported to QuickBooks will be multiplied by the unit of pricing factor.Version: 3.0 Build: 29 Release Date: 05/09/2003 Type: Fix View All Features in Build
In the QuickBooks link setup, the option for Invoice/Estimate number was not being saved.Version: 3.0 Build: 29 Release Date: 05/09/2003 Type: New View All Features in Build
For the QuickBooks link setup, the default expense account for non-inventory and service items can now be set to a cost of goods type of account.Version: 3.0 Build: 29 Release Date: 05/09/2003 Type: New View All Features in Build
When creating a non-inventory or service item in QuickBooks through the QuoteWerks link, and you choose the option "this item is purchased and sold", you can now select Cost of Goods type accounts for the Expense account.Version: 3.0 Build: 29 Release Date: 05/09/2003 Type: New View All Features in Build
In the QuickBooks link, there is now an option to export items that are grouped in a bundle on the quote to a single item in QuickBooks.Version: 3.0 Build: 28 Release Date: 02/25/2003 Type: Fix View All Features in Build
When exporting a QuoteWerks document to QuickBooks as an Estimate, in some cases you would receive an error message saying that QuickBooks did not support over 5 decimal places.Version: 3.0 Build: 28 Release Date: 02/25/2003 Type: Fix View All Features in Build
When exporting estimates to QuickBooks, and the option to auto-generate a job number was selected, and you exported an estimate to an existing customer, an error would occur.Version: 3.0 Build: 28 Release Date: 02/25/2003 Type: Misc View All Features in Build
When the QuickBooks link is adding a new customer record to QuickBooks, it checks to see if it exists, but then if the creation fails and it failed because there is already a Vendor, Other Name, or Employee with the same name of the customer you are trying to add, the error message will now alert you to this condition.Version: 3.0 Build: 28 Release Date: 02/25/2003 Type: Misc View All Features in Build
If exporting an estimate to QuickBooks Pro, Premier or Enterprise, and you have not enabled estimates in the QuickBooks preferences you will receive the error # 3250 when exporting and the message of "This feature is not enabled or is not available in this version of QuickBooks". The solution is to enable estimates in QuickBooks.Version: 3.0 Build: 28 Release Date: 02/25/2003 Type: Misc View All Features in Build
When an error occurs retrieving list information from QuickBooks, the field name that the error occurred with is now displayed.Version: 3.0 Build: 28 Release Date: 02/25/2003 Type: Misc View All Features in Build
On the QuickBooks batch export window, when clicking on the Find tab, the docuemnt number text box now automatically has focus, and if only one match is found, it is selected and checked.Version: 3.0 Build: 28 Release Date: 02/25/2003 Type: New View All Features in Build
There is now no limitation on the number of subitems referred to by a colon in a QuickBooks part number, QuoteWerks can create a QuickBooks part number with any number of subitems.Version: 3.0 Build: 28 Release Date: 02/25/2003 Type: New View All Features in Build
If you do not charge sales tax in QuickBooks, there is now an option in the QuoteWerks QuickBooks link to not send sales tax information over to QuickBooks. Previously, you would have to setup dummy sales tax items and information so that the link would work even thought you do not charge sales tax in QuickBooks.Version: 3.0 Build: 28 Release Date: 02/25/2003 Type: New View All Features in Build
There is now a toolbar button for the QuickBooks link.Version: 3.0 Build: 28 Release Date: 02/25/2003 Type: New View All Features in Build
When exporting estimates and invoices to QuickBooks, you now have the option to use the QuoteWerks document number as the reference number for the QuickBooks estimate/invoice, in addition to the option to use the QuickBooks Auto-numbering feature.Version: 3.0 Build: 28 Release Date: 02/25/2003 Type: New View All Features in Build
There are new default options for the creation of new parts in QuickBooks. You can now specify the default sales account for each different item type (Service, Inventory, and Non-inventory), and you can specify if by default service and/or non-inventory items are purchased and sold, and if so, you can specify the default expense account for these purchases.Version: 3.0 Build: 28 Release Date: 02/25/2003 Type: New View All Features in Build
When QuoteWerks creates a part in QuickBooks, you now have the option to specify if the item is purchased AND sold for Non-inventory Part and Service type parts.Version: 3.0 Build: 28 Release Date: 02/25/2003 Type: New View All Features in Build
QuickBooks 2002/2003 can now be used as a source of customer/contact information just like the integration to the contact management software.See a screenshot of this feature
Version: 3.0 Build: 28 Release Date: 02/25/2003 Type: New View All Features in Build
For Canadian customers - the QuickBooks link now works with the CANADIAN version of QuickBooks 2003!See a screenshot of this feature
Version: 3.0 Build: 26 Release Date: 11/19/2002 Type: New View All Features in Build
New interactive QuickBooks link using the new QuickBooks XML API is now available! This new link has many improvements over the old import/export iif type QuickBooks link. It is faster and easier to use. No more exporting files, then switching to QuickBooks to import the files. No more trying to figure out why a file would not import. QuoteWerks now creates the estimates, and invoices directly in QuickBooks, and automatically assigns the invoices the next available invoice number. No more guessing on names of accounts, any time you are asked to make a selection, the link will offer you choices. You can now perform exports of batches of quotes/orders/invoices all at once, so with a simple click multiple invoices can be exported all at the same time! The new link works with the USA versions of QuickBooks Pro/Premier/Enterprise 2002 and 2003.See a screenshot of this feature
Version: 3.0 Build: 24 Release Date: 08/01/2002 Type: Fix View All Features in Build
When selecting the Tools|Export to DTF, Peachtree, QuickBooks, or Open Export module, and the quote need to be saved first, after it was saved, the Peachtree, QuickBooks, or Open Export module window did not display.Version: 3.0 Build: 24 Release Date: 08/01/2002 Type: Misc View All Features in Build
For QuickBooks link, added version 2002 option to the list of QuickBooks versions. Mostly cosmetic, since you can select version 2001 for use with QuickBooks 2002.Version: 3.0 Build: 15 Release Date: 09/25/2000 Type: Fix View All Features in Build
The Canadian version of QuickBooks 2000 requires a 4 digit date format in the iif export file.Version: 3.0 Build: 16 Release Date: 01/16/2001 Type: Fix View All Features in Build
When exporting document to QuickBooks 2000 as an estimate, job would show up, but estimate would not.Version: 3.0 Build: 17 Release Date: 05/07/2001 Type: Fix View All Features in Build
When exporting using the QuickBooks link, if the same part number was on the quote more than once, the document would not be exported.Version: 3.0 Build: 17 Release Date: 05/07/2001 Type: Misc View All Features in Build
QuickBooks link now exports the sold to/ship to country information.Version: 3.0 Build: 18 Release Date: 10/08/2001 Type: Fix View All Features in Build
In the build 16 QuickBooks export, we used to replace the double-quote symbol used as example like 19" monitor as 19 inch monitor which was not desirable for all users. In build 17, we made a change that replaced all double-quote symbols with two single-quote symbols. We did this because QuickBooks does not support the importing of double-quote symbols. However there was an issue in build 17 where only the first double-quote symbol was replaced, instead of all of the double-quote symbols, which caused information to be missing in the QuickBooks items list, and invoice/estimate.
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