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Version: 5.2      Build: 6      Implementation 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: 6      Implementation 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: 3      Implementation 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      Implementation 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      Implementation Date: 11/08/2016      Type: New     View All Features in Build
QuickBooks Canada 2017 is now supported!
Version: 5.2      Build: 1      Implementation Date: 11/08/2016      Type: New     View All Features in Build
QuickBooks Australia 2016 is now supported!
Version: 5.2      Build: 1      Implementation Date: 11/08/2016      Type: New     View All Features in Build
QuickBooks USA 2017 is now supported!
Version: 5.1      Build: 6      Implementation Date: 06/02/2016      Type: New     View All Features in Build
QuickBooks UK 2016 is now supported!
Version: 5.1      Build: 4      Implementation 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      Implementation Date: 02/16/2016      Type: New     View All Features in Build
QuickBooks Canada 2016 is now supported!
Version: 5.1      Build: 4      Implementation 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      Implementation 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: 1      Implementation Date: 10/27/2015      Type: New     View All Features in Build
QuickBooks 2016 is now supported!
Version: 5.1      Build: 1      Implementation 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: 5.0      Build: 4      Implementation 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: 4      Implementation 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: 1      Implementation 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      Implementation 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      Implementation 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      Implementation 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      Implementation 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, etc
Version: 5.0      Build: 1      Implementation 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      Implementation 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      Implementation 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: 4.9      Build: 10      Implementation 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      Implementation 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: 10      Implementation 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      Implementation 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      Implementation 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: 8      Implementation 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      Implementation 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: 8      Implementation 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: 4      Implementation 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      Implementation 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      Implementation 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      Implementation 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: 4      Implementation 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: 1      Implementation 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      Implementation Date: 10/08/2013      Type: New     View All Features in Build
QuickBooks 2014 USA, Canada and UK are now supported!
Version: 4.9      Build: 1      Implementation 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: 4.8      Build: 5      Implementation 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: 5      Implementation 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      Implementation 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      Implementation 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      Implementation 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      Implementation 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      Implementation 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      Implementation 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      Implementation 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: 3      Implementation 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      Implementation 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: 8      Implementation Date: 10/05/2012      Type: New     View All Features in Build
QuickBooks 2013 USA, Canada, and UK now supported!
Version: 4.7      Build: 8      Implementation 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: 8      Implementation 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: 7      Implementation 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: 7      Implementation 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: 4      Implementation 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      Implementation 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      Implementation 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: 2      Implementation 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      Implementation 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      Implementation 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      Implementation 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      Implementation 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      Implementation 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      Implementation 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      Implementation 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      Implementation 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      Implementation 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: 1      Implementation 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      Implementation 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      Implementation 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      Implementation 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      Implementation 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      Implementation 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: 4.7      Build: 1      Implementation 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      Implementation Date: 11/07/2011      Type: New     View All Features in Build
QuickBooks 2012 USA/Canada/UK now supported!
Version: 4.7      Build: 1      Implementation 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      Implementation 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      Implementation Date: 11/16/2011      Type: Misc     View All Features in Build
QuickBooks version 2012 was not listed under the Contacts-> Setup Contact Manager-> QuickBooks selection
Version: 4.7      Build: 1      Implementation 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: 4.6      Build: 6      Implementation 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      Implementation 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      Implementation Date: 12/15/2010      Type: New     View All Features in Build
QuickBooks 2011 is now supported!
Version: 4.6      Build: 1      Implementation Date: 01/11/2011      Type: New     View All Features in Build
QuickBooks UK 2011 is now supported!
Version: 4.6      Build: 1      Implementation 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      Implementation 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      Implementation Date: 01/03/2011      Type: Fix     View All Features in Build
For QuickBooks users, subtotal line items were requiring part numbers.
Version: 4.5      Build: 5      Implementation 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      Implementation 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      Implementation 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      Implementation 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: 49      Implementation 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: 47      Implementation 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      Implementation 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: 47      Implementation 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      Implementation 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: 43      Implementation 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      Implementation Date: 10/31/2008      Type: New     View All Features in Build
QuickBooks 2009 Canada is now supported!
Version: 4.0      Build: 43      Implementation Date: 10/31/2008      Type: New     View All Features in Build
QuickBooks 2009 USA is now supported!
Version: 4.0      Build: 43      Implementation 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      Implementation 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: 39      Implementation 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: 39      Implementation 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      Implementation 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      Implementation 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      Implementation 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      Implementation 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      Implementation 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      Implementation 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: 36      Implementation Date: 05/09/2008      Type: New     View All Features in Build
QuickBooks 2008 Canada is now supported!
Version: 4.0      Build: 36      Implementation 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      Implementation 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      Implementation Date: 05/09/2008      Type: New     View All Features in Build
QuickBooks 2008 UK is now supported!
Version: 4.0      Build: 36      Implementation 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      Implementation 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: 33      Implementation 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      Implementation 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      Implementation 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      Implementation Date: 02/15/2008      Type: New     View All Features in Build
QuickBooks 2008 (USA only) is now supported!
Version: 4.0      Build: 31      Implementation 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      Implementation 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: 31      Implementation 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      Implementation 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      Implementation 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: 29      Implementation 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      Implementation 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      Implementation 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      Implementation Date: 11/03/2006      Type: New     View All Features in Build
QuickBooks 2007 USA and Canadian editions are now supported!
Version: 4.0      Build: 23      Implementation 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      Implementation 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      Implementation 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: 22      Implementation 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      Implementation 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: 20      Implementation 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      Implementation 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: 17      Implementation 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      Implementation 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      Implementation 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: 15      Implementation 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      Implementation 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: 14      Implementation Date: 11/28/2005      Type: New     View All Features in Build
QuickBooks 2006 is now supported.
Version: 4.0      Build: 12      Implementation 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      Implementation 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: 12      Implementation 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      Implementation 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      Implementation 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      Implementation 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      Implementation 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      Implementation 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      Implementation 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      Implementation 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: 11      Implementation 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      Implementation 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: 8      Implementation 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: 4      Implementation 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      Implementation 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      Implementation Date: 01/10/2005      Type: New     View All Features in Build
Support for QuickBooks 2005 has been added.
Version: 4.0      Build: 2      Implementation 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      Implementation 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      Implementation 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      Implementation 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      Implementation 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      Implementation 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      Implementation 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      Implementation 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      Implementation 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: 4.0      Build: 1      Implementation 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: 3.0      Build: 38      Implementation 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      Implementation 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: 3.0      Build: 35      Implementation 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      Implementation 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      Implementation 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: 32      Implementation 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: 29      Implementation 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      Implementation 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      Implementation 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: 29      Implementation 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: 28      Implementation 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      Implementation 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!

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Version: 3.0      Build: 28      Implementation 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.

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Version: 3.0      Build: 28      Implementation 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      Implementation 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      Implementation 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      Implementation 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      Implementation 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      Implementation 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      Implementation 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      Implementation 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      Implementation 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      Implementation 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      Implementation 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: 26      Implementation 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.

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Version: 3.0      Build: 24      Implementation 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: 24      Implementation 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: 18      Implementation 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.
Version: 3.0      Build: 17      Implementation 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: 17      Implementation 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: 16      Implementation 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: 15      Implementation 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.