QuickBooks 2009 R8 – Online Bank Fixes

| August 1, 2009 | 2 Comments

A quick Saturday note – more on this later. Release R8 of QuickBooks 2009 has multiple fixes for the Online Banking feature – including the option to switch to the 2008 version of online banking which many people have requested.

For details you can go to the QuickBooks 2009 Online Banking page from Intuit.

(8/7/09 Update – please see my updated article on the R8 release for more information on this release)

Changes to the new Online Banking feature

Some people do prefer the new online banking approach, although it has had some problems. Here is a summary of the features of the new approach that have been updated in this release:

  • QuickFill now supports account numbers.
  • Automatically recalls the last account used for all name types (customers, vendors, employees, other names)
  • Enter new names, accounts and classes using QuickAdd.
  • Tab through fields on transactions using the “enter moves between fields” preference.
  • Amount fields support “automatically place decimal point” preference.
  • Save a transaction to QuickBooks using the Enter key or Ctrl+Enter.
  • Enter items on purchase transactions by using Ctrl+E to pre-fill the QuickBooks check or credit card charge form
  • Select which accounts to download transactions from in the online banking center.

Bringing Back the Prior Method

Many people did not like the new online banking method, and asked if Intuit could bring the old method back. Intuit listened! You can now use the register view method – you can switch back and forth between the two methods as you wish.

I am very interested in hearing from you if you use either the updated method or the “old” method as found in R8. Leave a comment about your experience with this new release!

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Category: 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.

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  1. Jerry says:

    Due to TD Bank computer problems, I need to remove old log on credentials and re-install new ones but unable to remove old until I match hundreds of “unmatched transactions”.

    What in the world can I do? Any suggestions? Using pro 2008.

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