QuickBooks 2016 (2 of 4) – What to Expect

Article 2 of 4

1024-QB16Pro_r3DAuto Copy Ship-To Addresses

When you create a sales order or estimate in QuickBooks you can specify a ship-to address. You have the ability to create a number of alternate ship-to addresses for each customer, which you can pick from a dropdown list in the sales transaction. However, if you pick one of these alternate ship-to addresses in QuickBooks 2015 or older, and then create a purchase order from this sales order or estimate, that purchase order will show the default ship-to address for the customer, not the one that you picked earlier. You can select the alternate ship-to address in the purchase order again, but that introduces a point where the operator can make a mistake (either not changing the address again, or selecting the wrong one).

QuickBooks 2016 will now have the option to copy the selected ship-to address from a sales order or estimate if you create a purchase order.

Here’s a sales order (the process works identically for an estimate). I’ve picked one of the alternate ship-to addresses for this customer, and then I’ll click the Create Purchase Order button.

QuickBooks 2016 Copy Ship-To Address

The dialog box that opens next has a new check box – Drop ship to customer. If you do not check this, the program works as before and the default ship-to address for the customer will be used in the purchase order. If you do check it, the selected ship-to address is copied to the order. Note that the program remembers if you checked this box the next time you create a purchase order this way.

QuickBooks 2015 Create Purchase Order dialog

Here’s the purchase order, with the selected ship-to address.

QuickBooks 2016 purchase order

One thing that I found to be annoying with the way this worked, at least in the beta test copy, is that if you use this feature, when you save the purchase order you get the information changed dialog, which asks you if you want to save this information for the next time. I’m not sure that I like this, since I have already specified that another address should be the default ship-to address. And there isn’t a box that we can check to prevent this from continuing to pop up on the screen. I’m worried that people will be making changes that they don’t want to make, particularly since the Yes button is the default answer.


This feature will be available in the Premier, Accountant and Enterprise versions. It won’t be available in QuickBooks Pro.

This is a useful new feature, as it saves the user from having to remember to change that address again if you are drop shipping, but I wish the Information Changed dialog didn’t pop up (or we could turn it off here).

This Fiscal Year-to-Last Month Report Filter

When you create reports in QuickBooks, you can use the date filter to specify a range, rather than entering specific dates. I’ve always liked this feature – being able to enter selections like “This Fiscal Quarter” or “Last Fiscal Year-to-date” makes it easy to get the report that you need. It also helps when you are memorizing reports, since you can pick one of these choices and not have to worry about correcting the dates in the report any time that you call it up from the memorized report list.

With QuickBooks 2016 a new filter has been added, “This Fiscal Year-to-Last Month.” I like this – I tend to want to look at whole months, and if I’m in the middle of a month the “This Fiscal Year-to-date” filter pulls in that portion of the current month that I might not want to see. Looking at the example below, I’m creating the report on August 18, and the “This Fiscal Year-to-Last Month” filter takes the report up through July 31.

QuickBooks 2016 This Fiscal Year-to-Last Month Report Filter

This feature will be available in the Pro, Premier, Accountant and Enterprise versions of QuickBooks.

I like this incremental improvement. Useful.

Custom Field Filtering on Item Reports

For some reason, item based reports in QuickBooks tend to be less flexible, for the most part, than other reports in QuickBooks (as far as customization). While Intuit hasn’t fixed all of the issues here (can we choose the columns to include, please?), this year they have added the ability to filter item reports by custom field values. In the past, you could add a custom field filter to these reports, but the program ignored the filter. Now it works!

QuickBooks 2016 Custom Field Filtering on Item Reports

I’ve been told it is only going to be available in Enterprise, but I was able to show this in other editions in beta testing, so we’ll see where it ends up.

This affects the Inventory Valuation, Stock Status, Shortage, Physical Inventory Worksheet, and Pending Build reports and their variations. Very useful – now if they can just let me customize the columns that display…

Rebuild / Verify Improvements

Anyone who works with QuickBooks desktop knows that you have to work on file maintenance to keep QuickBooks humming. Backups, file verification, list re-sorting and even file rebuilding are all necessary parts of QuickBooks file maintenance. Intuit has made some big changes in how the Verify Data and Rebuild Data functions work in QuickBooks 2016.

What’s new now is that in both the Verify Data and Rebuild Data functions you can get a report of what can be (or was) fixed, and what cannot be fixed.

QuickBooks 2016 Rebuild Improvements

This feature will be available in the Pro, Premier, Accountant and Enterprise versions of QuickBooks.

This saves us from having to dig out the QBWIN.LOG file to see what is going on, which will be a great timesaver. I like the direction that this is taking, it is a good update. I will examine this feature in more detail in an upcoming article.

Leave a Reply