Is there a problem with the QuickBooks 2009 R9 update? The update was released to Manual Update in late November, and was released to Automatic Update just recently. Ever since the start of the Automatic Update came out, a very large number of messages about problems started popping up in the Intuit Community Forum. As of today, it looks like Intuit has temporarily removed it from Automatic Update.
The primary change in this update is a move to a more reliable version of the underlying database manager. My understanding is that the new database manager is the same one that is being used in the 2010 release. In addition, there is a fairly substantial list of bug fixes that I summarize at the bottom of this article.
Since this article was written there have been a number of updates:
- 12/6/2009: There is a problem with 2009 R9 and sales tax reporting. Click here to see this article
- 12/15/2009: Information on the 2009 R10 update that fixes the sales tax problem. Click here to see this article
I’ve installed this update on my own system, and on systems for a limited number of my clients, and I have not run into any problems myself. However, note that I have a lot of experience in doing these updates. Also, as I mention in my article on automatic updates, for many of my clients I turn the automatic update feature OFF so that you don’t have one employee installing the update by accident, at a time that isn’t convenient.
Note that you have to be careful doing this if you are working with an accountant or CPA who has an accountant’s copy of your file. You also have to make sure that every user AND the database server (in a multi user environment) is updated at the same time.
As soon as this release came out on Automatic Update, complaints about problems started showing up in large numbers in the Intuit Community Forum. Is there a problem? Yes, but only if you don’t install the update correctly. The update works well BUT it requires a more involved update process, and that is why people are running into problems.
Intuit created a new web page that has detailed instructions on how to perform the update, as this update takes more work than the typical update. If you are running in a multi user environment pay particular attention to the steps for updating your database server.
Intuit posted this message on the update page:
Some time today Intuit removed the update from “Automatic” status, according to an answer in the Intuit Community forum. You can still get the manual update (which is important if you are part way converted and having problems).
The main issue that I see is that you must update the server in addition to your workstations, and MANY people aren’t doing that properly. I have not run into any problems in my limited number of conversions to date. Given that this is a more complicated update, I believe that the “automatic update” approach has caused problems for many businesses that don’t control the process carefully.
What Should You Do?
If you are using QuickBooks 2009 and you have not updated to to the R9 release yet, please review the detailed update instructions and follow them carefully – and do the update at some time when you can afford to have your system shut down for awhile. It is a worthwhile update (according to what they say) but you have to do the update carefully!
If you have installed the upgrade successfully, don’t worry, the problems I’m seeing are just transitional in the update process.
If you are planning on updating, OR you are in the middle of the update, review the detailed installation instructions that Intuit provides.
Should you turn off Automatic Updates? In a multi user business environment it isn’t always good to have these updates installing automatically – even if it asks you if it is OK to proceed, it is easy for one employee to say “yes” and then shut down the whole system until everyone is updated. I hate to recommend turning this feature off, because most people then forget to get the updates or turn the feature back on. BE CAREFUL if you are considering that. Note, however, that I do my best to post reminders of updates in this blog as they come out.
How Do I Know What Release I Have?
Start QuickBooks, then press the F2 key. An information window will open and the product/release information will be shown at the top.
What Are The Changes?
Here is a list of the changes in the update (edited, I’m showing the major issues)
|Accountant Specific||The View/Export Changes for Client screen no longer contains changes entered in a previous Accountant’s Copy.Toggling between “editions” no longer causes QuickBooks to close unexpectedly when Office 2007 is installed on the same computer.|
|Accountant’s Copy||The accountant user is prevented from creating invoices from time and expenses data. In Accountant’s Copy, the menu item ‘Invoice from Time & Expenses’ will not be displayed when this preference is turned on by the client.Import of Accountant’s Copy no longer fails when importing Payment Item amount in Credit memo/Refund.QuickBooks no longer displays an unrecoverable error when adding or deleting a group item in some Accountant’s Copy (.QBA) file.|
|Accounts Receivable||Using the notepad to enter notes for a customer in the middle of creating an invoice will no longer cause custom field data previously entered on the invoice to disappear.QuickBooks will no longer display an “Action Cancelled” page when attempting to open Receive Payments or Create Sales Receipts on a computer with no internet connection.QuickBooks no longer closes unexpectedly when creating an Estimate for a customer.|
|Backup and Restore||QuickBooks will no longer shut down with an unexpected error when rebuilding or backing up a QuickBooks company file that previously displayed the unexpected error. Backup file size is no longer doubled if the backup is saved in the QuickBooks letter templates folder. QuickBooks will now correctly backup files that have a file name longer than 64 characters.|
|Centers||Vendor Notes are now available from the Vendor Center.|
|Company File Upgrade||QuickBooks will now check the file for integrity before attempting to update it. Upgrading files from QuickBooks versions prior to 2006 will no longer fail with an unexpected or fatal error.|
|Database||Resolved the Error -6032, -158: “An error occurred when QuickBooks tried to access the company file” when converting a company file from 2006 to 2009.|
|File Operations||Entering memorized transactions no longer fails when estimates are added to memorized txns (auto enter).QuickBooks will now display the (-6000, -82) and the (-xxxx, -301) errors much less often.|
|Intuit Sync Manager||Incremental syncs via sync manager will now complete successfully.|
|Lists||Resolved an issue where Name Lists were not displaying.|
|Multi-Currency||Creating a refund now uses the selected currency as part of the criteria when auto-selecting a bank account for the check.General Journal transactions in files with Multi Currency activated can now be modified as needed.Statements that include detailed information from Invoices now show the currency without a dollar sign when the currency is not USD.Currency information is no longer missing when Customer or Vendor Information is printed from within the centers.When a transaction is edited while another user is in the Home Currency Adjustment window, the Home Currency Adjustment can no longer be saved without checking the file to see if existing transactions have been changed.Realized gain/loss from a refund check created from a credit memo now posts to the Realized Gain/Loss report.
User without modify access to currency list can no longer download exchange rates.
Blank targets are no longer added to transactions after clearing & selecting a customer/vendor.
Setting a Discount without applying a payment with different exchange no longer causes an out of balance transaction.
Credit Memos applied to Invoices with different exchange rates no longer throw off sales tax amounts.
Changing the exchange rate on a Journal Entry paid by a bill credit now updates the exchange gain/loss.
Remaining Credit (Home) on transaction tab in customer center no longer displays amounts in negative.
Expenses tab now properly displays Bill Credit + Credit Card Refund w/ figures 12 digits or more.
Realized gain/loss from Credit Card charge linked to a Bill will now post to realized gain/loss report.
Creating an Invoice from a Sales Order at a different exchange rate (from currant list) no longer creates an out of balance Invoice.
Changing customer currency on sales receipt with items no longer displays the Edit Item Rate message twice.
The Beginning Balances in the Locate Discrepancies and Undo Last Reconciliation screen are no longer in a foreign currency.
QuickBooks no longer crashes when importing an Accountant’s copy that involves creation of a gain/loss account with multi currency on.
Currencies with exchange rate lower than 4 decimal places now print properly when printing the list.
Editing Exchange rate on a Credit Card Refund linked to a Credit Card Charge now updates the exchange gain/loss.
Editing the Exchange rate on a Credit Card Refund linked to a Bill Credit now updates the exchange gain/loss.
When applying ARRefundCreditCardAdd through the SDK to a multicurrency account, the balance total is now updated.
Editing the exchange rate on an auto-recalled bill no longer generates an out of balance transaction.
The currency field is now grayed out when Quick-Adding a job to a customer that already has a currency set.
QuickBooks now posts a warning message instead of unexpectedly closing (error code 15361 28781) when an attempt is made to deposit home currency amounts to a foreign bank account.
|Payroll||QuickBooks will no longer display unrecoverable error 14775 when creating or sending payroll.The Send Payroll confirmation report in QuickBooks now shows the employee and amounts.QuickBooks now allows the next year’s rate to be entered on payroll items that are created after July 1st.When a liability check has two detail lines for the same item and amount, both are now applied.QuickBooks no longer incorrectly calculates the Withholding taxes incorrectly if the effective date of a withholding tax change is not at the beginning of a tax quarter or year, and the system date is prior to the effective date of the withholding tax change.Employee Organizer no longer creates duplicate state withholding items.
QuickBooks now warns when an employee is added with a Social Security number already in the employee list.
|Payroll: Assisted Payroll||Can now change the Paid Through date on a non-tax liability payment once sent if on the Assisted Payroll Service.|
|PDF Converter is no longer lost when upgrading to a new operating system.Remote Desktop users accessing QuickBooks via terminal services are now able to save to pdf on Windows Server 2008 – 64 bit.The background color will no longer turn black when saving a file as a PDF.The PDF printer driver is now called version 3.0.|
|Printing||Can now print properly on Vista 64 bit OS pre SP1.|
|QuickBooks Online Banking||QuickBooks Online Banking new account setup can now be completed when there is a PIN change required.Payee names containing & are now displayed correctly.The left hand side of the online banking screen is no longer black when no transactions are present on Windows Vista.QuickBooks will no longer allow a non-USD currency bank account to import online transactions.Using the Open option after logging into the bank’s website through QuickBooks will no longer display the “No new transactions” dialog when transactions are availableQuickBooks should no longer download duplicate transactions when a web connect file is imported a second time.
A credit card payment now defaults to Credit Card Credit instead of Credit card Payment. It will now have “CC CRED” instead of “TRNSFR” in the Chart of accounts. The radio buttons have also been reordered to show CC Credit first and then, CC Payment on the Right Hand Side of the Online Banking Side-by-Side screen.
The error “Alias already exists” is no longer displayed when changing a downloaded alias to another QuickBooks name.
The up and down arrow keys will now allow movement to the next transaction in the left hand side of the Side-by-side online banking screen.
When adding split lines to downloaded transactions in the Side-by-side online banking window, tabbing into the next field now highlights the existing text or puts the field into edit mode so it can be changed by typing without clicking on the selected field again.
The right hand and left hand sides of the online banking screen will no longer be out of sync after adding an online banking transaction from the Add Multiple feature.
QuickBooks no longer selects the ‘Deposit Online Banking transaction’ radio button when the ‘Record a QB deposit’ button should be selected after cancelling adding a new account in the online banking screen.
QuickBooks will no longer display the Unexpected Error C=51 when using the Online Banking feature if names in the company file contain non-printable characters.
QuickBooks will no longer unexpectedly close when some renamed and matched transactions are processed with Finish Later while the manual match screen is open.
QuickBooks no longer closes unexpectedly when multicurrency is turned on and you quickadd a name in the Online Banking register.
QuickBooks will no longer display the message that “Payee named [Vendor Name] detected” or, “This payee is already an online payee – please select a non-online payee.” when a bank updates its name or merges with another bank.
QuickBooks will no longer allow a non-USD currency bank account to be setup for Online Banking or Online Services.
QuickBooks no longer displays “Error: CleaningDownloadedPay in some use cases that were not fixed in prior releases.
Company files that do not have Multi Currency enabled will no longer filter the Undeposited Funds and Open Invoice transactions from the Online Banking screens.
Payees that are not setup as USD currency are not pre-filled in the online banking screens.
When there are unprintable characters in the the names used for Online Banking a warning is displayed and the Add Multiple screens do not open because the names cannot be used.
No longer get an Unexpected Error c=47 when accessing the online banking register view after updating a file from Pro to Premier.
|Reconcile||QuickBooks will no longer close unexpectedly with an error while reconciling when the service charge account or interest account have been deleted.|
|Reports||QuickBooks will no longer display an error and close unexpectedly when accessing the General Ledger report.QuickBooks will no longer display an Out of Memory message when running the Audit Trail report for all dates.Are now able to properly open memorized list reports after updating company files.Having the preference “Show Lowest Sub-Account” and duplicate sub names no longer causes an error in when runing the Budget to Actual report.The report is now displayed when selecting an industry specific job cost report.The report is now displayed when selecting the Sales Tax Liability report.
QuickBooks will no longer display the Out of Memory error when running reports that use a very large number of transactions.
|Startup||QuickBooks no longer displays the severe error: “MauiMain:IsIEPresentfailed. Exiting…” when launching QuickBooks on a Windows 7 computer that has Internet Explorer disabled.QuickBooks now displays a message instead of closing unexpectedly when trying to login to some company files.|
|User Interface||Credit Total on Bill Credit History is now aligned properly when displaying more than 8 characters.|
|Users and Permissions||The customer credit card data stored in QuickBooks will no longer become corrupted in certain circumstances where the Admin password was changed.The External Accountant user will no longer be restricted from using the Reconcile feature. It may be necessary to rebuild the company file after updating to R9 or later for this change to take effect.|
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.