QuickBooks 2015 is a great version. But it’s quickly going away.

Every May, Intuit retires their oldest supported version, to keep their three version support window in sync. So QuickBooks 2015 (all desktop editions) will have “service discontinued” (AKA “sunsetted”) after May 31, 2018.

I thought version 2015 was an unusually stable version, from the point of view of one who sees a lot of QuickBooks data problems.

Note: If you are not using any add-on services to QuickBooks 2015, you will still be able to use the QuickBooks 2015 software. But there will no longer be live support available for it through Intuit.

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Hasta la vista, QuickBooks 2015!

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QuickBooks 2015 collects data about you. It happens by default. It’s an opt-out arrangement, not an opt-in one. What do they want to know about you?

“We collect information about the features our customers use, how they navigate through the product, and other demographic and quantitative data. We also collect information about your license, product, system, or other technical data that help us direct you to the appropriate information or services. We don’t collect data that is identifiable to your employees, customers, or vendors.” (emphasis mine)

Why do they want information about you?

“We will use the data to improve your experience, to enhance our products and services, and to recommend products, services, and promotional offers that we believe will add value to your business.” (emphasis mine)

Oof. I don’t think I want Intuit (the maker of QuickBooks) recommending products, services and (especially) promotional offers to me. Opt-in marketing has been a marketing best practice for a long time (although browser-based marketing doesn’t practice it). Opt-out marketing is better than giving you no choice at all, but it doesn’t build many trust points with me.

So how do you opt out of QuickBooks collecting information and using it to serve up marketing offers to you?

Click Help / QuickBooks Usage & Analytics Study. You’ll see this:

Just say no

Click the Discontinue button. (Because, until you opt-out, you’re in!)

That’s it. You’ve opted out.

Anyone want to argue for the side of participating in the “Usage & Analytics Study”? I’d like to hear your point of view.

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QuickBooks 2015 has now been released. What’s new? What’s to like? Here are a few new things that caught my eye.

1. Better Dashboard. It’s called “Insights”, and it is a tab next to the Home Page. I like how it now shows a Net Income trend, and not merely total income and expenses. I asked for this feature in a 2012 blog post. The old “Company Snapshot”, which has graphs in it that “Insights” does not, is still available at Company / Company Snapshot.

quickbooks_2015_insights

 

2. Pinned Note for Customers. If you have a bunch of notes for a customer, this new feature allows you to specify which one shows up on the Customer screen. A small improvement, but if your customer notes are important, this helps you see what you want to see on the Customer screen. It keeps you from having to open up the Notes tab and scrolling around.

quickbooks_2015_pinned_note

 

3. Comments on Reports. On any report, you can click “Comment on Report”.

quickbooks_2015_comment_report1

The report will then show a little comment bubble next to each dollar amount. You can click on any of those comment bubbles and add text in a text entry window that will appear at the bottom of the screen. When you save your comment, it will number your comments and show them as footnotes at the bottom of the report. Nice!

quickbooks_2015_comment_report2

 

4. Sorting Columns on Forms (Enterprise only). Another small change, but important if you need it. On your input forms, you can click on the column by which you want the line items sorted (in the screenshot below, “DESCRIPTION” has been selected for sort order).

quickbooks_2015_sort_form

 

5. Showing Cost on Sales Transactions (Enterprise only). If you want to show line item costs on your sales entry screens, you can now do so. You click the “Customize Data Layout” button, then the “Columns” tab, and check “Cost”. That will enable a Cost column on your screen, which will automatically be populated.

quickbooks_2015_sales_cost

 

Have you tried QuickBooks 2015 yet? What do you think?

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