Most Recent Developments

August 7, 2025
A live demonstration of the new Dimensions feature in QuickBooks Enterprise Suite was conducted by Intuit’s David Smith with participation from AL Harlow, Walter, and Andrew of Hermann Pickles. This meeting confirmed how the new functionality can enhance product categorization and simplify product naming conventions going forward.

  • Product dimensions (e.g., Container Type, Unit Size, Brand, Lid Type, etc.) can now be assigned directly within QBO product records.

  • While summary reports in QBO remain limited in column flexibility, detailed reports can be filtered and grouped using dimensions — offering expanded reporting capabilities.

  • The team agreed to conduct a small-scale test applying one or two dimensions (likely Container Type and Unit Size) to a subset of products.

  • The objective is to evaluate the visibility of dimension data in reports and understand how the data syncs with SOS Inventory before applying broader changes.

  • Consensus was reached that product naming conventions can now be simplified, using the description field and removing the need to embed attributes that will be captured as dimensions.

Next steps include:

  • AL, Walter, and Andrew will meet separately to implement and test a few dimensions.

  • The outcome will guide a broader product catalog update.

  • Further coordination with SOS Inventory will follow to ensure seamless reporting integration across platforms.

 

QuickBooks Enterprise Issue Tracking – Hermann Pickles

Last Updated: July 21, 2025

This page documents all known issues, requests, and resolutions related to our QuickBooks Enterprise implementation. Use this as a reference to track progress, communicate updates, and align across departments.

Most Recent Developments

July 3, 2025
Intuit confirmed that a new Dimensions feature will be released on July 23, 2025, allowing product and service records to include additional sortable attributes such as Brand, Case Pack, Packaging, Item Type, UOM, and more.
- This enhancement may significantly reduce our reliance on long product names and improve reporting accuracy.
- A decision is pending on which fields will move to Dimensions and which will remain in the Product Name.
- See resources: Decision Matrix PDF and Visual Flowchart Image (attach or link as needed).

June 27, 2025
Vendor and reporting issues were reviewed. Some marked as addressed.

June 26, 2025
Zoom meeting held with Intuit (David Smith) to review all outstanding issues. Watch Recording

Vendor-Related Issues

  • Contact names are printing on checks unnecessarily
  • Vendor payment screen does not show if vendor has net terms
  • Cannot apply vendor term discounts automatically when paying bills
  • In-field calculations (add/subtract) now supported
  • Enter key does not work properly during bill entry

Checks

  • Can now identify if a check has cleared via Online Banking
  • No feature to track total spend when paying multiple bills
  • No built-in report that shows all checks written on a given day (partially resolved with filtered Check Detail report)

Customer-Related Issues

  • Cannot apply customer term discounts on bulk payments without opening each invoice
  • SOS invoice sync issues believed resolved (non-Intuit issue)
  • Duplicate customer names in system (linked to sub-accounts)
  • No intuitive process for issuing refund checks on overpayments
  • No easy way to view a single customer’s open balance
  • Credit memo now applies via payments screen
  • Printing an invoice using Desktop View causes screen blackout
  • No method to apply Kroger freight discounts
  • Need dropdown menu for selecting brokers when entering invoices

Reports & Field Limitations

  • Missing: Sales by Item, Broker, Customer, and State reports (partially resolved using Locations)
  • Cannot add customer PO field to invoice and received payment reports
  • Sales Rep field not yet activated for tracking or reporting

Next Steps

  • Decide which product fields will move to Dimensions and which will remain in the Product Name
  • Prepare to restructure product catalog based on July 23 feature release
  • Continue refining reporting logic using new dimension fields once available
  • Schedule follow-up with Intuit support after release to evaluate improvements

 

Issues & Requests

Below is a list of issues we are having in using QBO, and what progress has been made in resolving them or coming up with a solution.

Doc

Vendors

  1. Contact names are printing on the check.
  2. Does not show that vender has net terms when paying a bill. Is there a setting that can be changed?
  3. When paying bills can’t apply term discounts.
  4. Can’t add or subtract in cell for total.
  5. Enter key doesn’t work. Is that a setting that can be changed?

Checks

  1. How can you look at it and see that the check has cleared w/out going to the check register.
  2. Any way of keeping track of total spend when paying bills.
  3. How do run a report that shows all check written for the day (I need to upload it into our online banking.)

Customers

  1. Can’t apply term discount w/ out going to the invoice and putting in every time.
  2. SOS Invoices and sync with Quickbooks
  3. Some customers’ names are in the system more than once. Seems like it’s the ones with sub accounts.
  4. If a customer overpays how do I send a refund check.
  5. How do you look up one customers open balance.
  6. How do I apply a credit memo after it is created to the correct invoice besides going into payments
  7. Created an invoice with desk top view and was unable to print. It would just black out.
  8. Need to be able to apply discounts for Kroger frt.
  9. When entering an invoice can we create a drop down box for brokers

Reports

  1. Sales by item
  2. Sales by Broker
  3. Sales by customer
  4. Sales by State
  5. On the report invoices and received payments can we add the customer PO field.
  6. Need to activate Sales Rep. field