QuickBooks 2009 and Online Banking – Some Fixes

| December 9, 2008 | 2 Comments

In prior posts about the new Online Banking feature (here and here) I talked about the problems with this feature in the initial 2009 release. I’m posting some information from Intuit about some updates they are making in December, as well as a link to a video they have produced. Note that these releases apply to the Windows versions only, at this time.

QuickBooks 2009 Release 4

This release will be available on December 11th as a manual update (www.quickbooks.com/support), and December 18th as an automatic update. This update will add:

  • Quick Fill: You can start typing entry information, such as payee and account names, and QuickBooks will complete the information for you.
  • Add New: Quickly add new names, accounts, and classes.
  • Manual Match: View and select QuickBooks register entries to manually match the downloaded transaction.

QuickBooks 2009 Release 5

This update adds the ability to review and add multiple bank transactions at once. You can easily review, edit, and save downloaded transactions in a batch.

This release will be available on December 18th both as a manual and automatic update.

To see a preview of these updates you can see a video produced by Intuit.

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Category: Program Updates, QuickBooks 2009

About the Author (Author Profile)

Charlie Russell is the founder of CCRSoftware. He’s been involved with the small business software industry since the mid 70’s, focusing on inventory and accounting software for small businesses. Charlie is a Certified Advanced QuickBooks ProAdvisor. Look for Charlie’s articles in the Accountex Report blog, as well as his California Wildflower Hikes blog.

Comments (2)

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  1. Denise says:

    I am still having problems with my online banking.
    I can not match items even if they are in my register correct and my vendor list is completely missing.
    I get error messages that I have to click out of 4 times to continue. I don’t know whether to back up and uninstall and reinstall, or it that will help.
    Any ideas.
    Thanks

    • Charlie says:

      Denise, there are a lot of people frustrated with this. Unfortunately, I don’t have any solutions. Reinstalling solves some problems in some places for some people (how’s that for being wishy-washy?), but I can’t say that it would fix anything for you. If you reinstall, make sure you update to the most current version (R5 at this time).

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