Release R8 for QuickBooks 2009 Online Banking

Well, I think Intuit would have to admit that the changes they made to their online banking for 2009 version were a flop. They have spent the better half of this entire year coming up with a revision or patch to revert the program to the wonderful online banking features that were part of 2008. Their info on the new release and the changes are below:

Online Banking

Restoring Previous Approach: Improving New Approach

In responding to concerns of our users, and especially to the concerns of you and other QuickBooks ProAdvisors, Intuit has significantly improved the online banking experience.

Changes include the ability to switch to the exact same online banking functionality (and register view) that was in QuickBooks 2008 and the restoration of missing functions to online banking in QuickBooks 2009.

You can switch between QuickBooks 2009 online banking approach (Side-by-Side Mode) and the QuickBooks 2008 Register Mode as often as you like. Your accounting data won'f be affected.

To move back and forth between these two modes, choose Edit > Preferences. Click the Checking category, and then click the Company Preferences tab.

Ability to Use Register Mode (QuickBooks 2008 Online Banking)

Release 8 addresses the request from some heavy users of Online Banking to provide the same approach that had existed in QuickBooks 2008. We call this approach the Register Mode. In contrast, the default approach to online banking in QuickBooks 2009 is called the Side-by-Side Mode.

You can switch between the QuickBooks 2009 online banking approach (Side-by-Side Mode) and the QuickBooks 2008 Register Mode as often as you like. Your accounting data won't be affected.

To move back and forth between these two modes, choose Edit > Preferences. Click the Checking category, and then click the Company Preferences tab.

Improvements to the Side-by-Side Mode (QuickBooks 2009)

With Release 8 we have made the following changes to the redesigned QuickBooks 2009 online banking to restore functionality that was available in previous versions.

• QuickFill now supports account numbers.


• Online banking remembers the last account used for all name types (customers, vendors, employees, and other names).


• Enter new names, accounts and classes using QuickAdd.


• Enter items on purchase transactions by using Ctrl+E to pre-fill the QuickBooks check or credit card charge form.


• Tab through fields on transactions using the "enter moves between fields" preference.


• Amount fields support "automatically place decimal point" preference.


• Save online banking transactions to QuickBooks using the Enter key or Ctrl + Enter.

Select which accounts to download transactions from within the Online Banking Center.

Lynda

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