Important Announcements:

6/12/2017

 
note

Our office will be closed 6/14-6/18/17 while we travel out of state to attend our oldest granddaughters High School graduation (YIKES)!  There will be NO phone support and email will be sporadic at best.  Expect delays.

 

 

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QuickBooks 2015 Compatibility Announced & Other Updates

QuickBooks 2015Beginning Monday 9/22/2014, QuickBooks Pro/Premier 2015 and Enterprise 15.0 compatibility will be available to download and as update for current customers and built into the software for new customers and/or trial users.

In addition to the QuickBooks compatibility updates, we have also provided the following program updates and/or enhancements.

Looking for information about what's new in QuickBooks 2015?  Visit our blog for more information.

All Programs:

If you have not updated your software since April 1, 2014; we have a new digital certificate and you will need to grant our software permission to access your QuickBooks data file.  To do this you MUST be logged into QuickBooks in single-user mode as the QuickBooks administrator.

  1. From the QuickBooks Edit menu --> choose Preferences --> scroll to and select Integrated Applications --> click on the Company Preferences tab --> remove each instance of Certified Payroll Solution, Construction Application for Payment Solutions, Crew/Overtime Entry Solution and/or Wage Manager Solution individually.
  2. Install the compatibility updates for our software -- follow program specific instructions below.

**As always, I do NOT recommend updating to the newest version of QuickBooks until AFTER your have run your W-2's for the current year in January.**

Certified Payroll Solution Updates & Enhancements:

  • QuickBooks Pro/Premier 2015 and Enterprise 15.0 compatibility
  • New Web Service Center and delivery method for software updates.  Updates will now be accomplished by simply downloading a new version of the program and installing it right over the existing version.  See instructions for obtaining this update below.
  • Initial phase out of Microsoft Excel 2003 and prior.  While our software currently works with these older versions, Microsoft no longer provides support for them.  While things may work today - they may NOT work tomorrow - and there will be NOTHING that we can do about it!  So upgrade your version of Office. 
  • Initial implementation of Microsoft Excel 2007, 2010, and 2013 being natively supported by default.
  • Minor EEOC Reporting bugs have been addressed.
  • Revised/Updated the Illinois DOT EEO Report.
  • Revised the 1392 Mixed Race EEOC Report.
  • Revision to the Maryland DLLR Upload file to better handle the reporting of bona-fide plan payments in conjunction with a cash fringe amount.
  • Revised the City of Kansas City Daily Report.
  • Addition of new fields to comply with a new LCPtracker upload format.
  • Compatibility for MnDOT AASHTO Trns*port Payroll Spreadsheet for electronic upload - released July 2, 2014, for more details - click here - http://www.sunburstsoftwaresolutions.com/mndot-aashto-compatibility.htm

Download the CPS compatibility update for QuickBooks 2015:

  1. From the CPS Help menu --> choose Check for Updates --> click ok at the window displaying the message that our old update procedure has been discontinued --> a web page will display --> click the Download Current CPS Setup/Installation button --> choose to Save or Run the file --> follow the prompts --> enter the Administrator password for this computer --> click the finish button.  Your software has just been updated!

AFTER the software update has been installed:

  1. With QuickBooks open in Single User mode with you logged in under the Administrator account, minimize QuickBooks and start Certified Payroll Solution.  Go to the System Setup menu --> choose System Preferences --> click on the Data Locations tab.  Clear/delete the contents of the 2nd field/box from the top of the window and then click the Test QB Connection button.  Click Ok
  2. Run CPS as usual (Run --> Certified Payroll -> verify dates--> click Next.  QuickBooks will display an Application Certificate window, we recommend that you select the LAST option "Yes, always; allow access even if QuickBooks is not running" and to select a "User" with sufficient permission to acess information.  Click the Continue and then the Done button.  You are back in business.

 

Construction Application for Payment Solution Updates & Enhancements:

  • QuickBooks Pro/Premier 2015 and Enterprise 15.0 compatibility.
  • New Web Service Center and delivery method for software updates.  Updates will now be accomplished by simply downloading a new version of the program and installing it right over  your existing version.  See instructions for obtaining this update below.
  • Initial phase out of Microsoft Excel 2003 and prior.  While our software currently works with these older versions, Microsoft no longer provides support for them.  While things MAY work today - they may NOT work tomorrow - and there will be NOTHING that we can do about it!  So upgrade your version of Office.
  • Initial implementation of Microsoft Excel 2007, 2010 and 2013 being natively supported by default.
  • Added the ability to mark jobs as finished from the CAPS Edit menu --> Jobs --> select a job that is completed -> click Edit --> click into the "Finished" checkbox in the lower left corner of this window.  Save your changes.  From this point forward, CAPS will automatically flag jobs as finished when a final retainage bill is created.  You may also set all jobs as finished when the last invoice date is PRIOR to a date of your choosing; by going to the CAPS Help menu --> Repair --> Finished Jobs and enter a date in the field displayed.

Download the CAPS compatibility update for QuickBooks 2015:

  1. From the CAPS Help menu --> choose Check for Updates --> click ok at the window displaying the message that our old update procedure has been discontinued --> a web page will display --> click the Download Current CAPS Setup/Installation button --> choose to Save or Run the file --> follow the prompts --> enter the Administrator password for this computer --> click the finish button.  Your software has just been updated!

AFTER the software update has been installed:

  1. With QuickBooks open in Single User mode with you logged in under the Administrator account, minimize QuickBooks and start Construction Application for Payment Solution.  Go to the System Setup menu --> choose Data Locations.  Clear/delete the contents of the 2nd field/box from the top of the window and then click the Test QB Connection button.  Click Ok
  2. Run CAPS as usual (File --> Application for Payment -> verify dates/invoice numbers or choose the Get Invoices modified Today option --> click Next.  QuickBooks will display an Application Certificate window, we recommend that you select the LAST option "Yes, always; allow access even if QuickBooks is not running" and to select a "User" with sufficient permission to acess information.  Click the Continue and then the Done button.  You are back in business.

 

Crew Overtime Entry Solution Updates & Enhancements

  • QuickBooks Pro/Premier 2015 and Enterprise 15.0 Compatibility
  • Added a reminder within the program to update and/or create a holiday schedule for the upcoming year.

Download the COES compatibility update for QuickBooks 2015:

  • Start COES --> click the Overtime Setup button --> click the Licensing option in the left menu --> click on the link in the middle of this window where is says "Click here to download a new installation/updated program" --> follow the instructions on the pop up window --> a web page will display -->  Keep the web page open but minimized - go to Control Panel -> Programs & Features and uninstall the current COES program.  When the progam has finished it's uninstall routine, maximize the web page --> click the Download Current COES Setup/Installation button --> choose to Save or Run the file --> follow the prompts --> enter the Administrator password for this computer --> click the finish button.  Your software has just been updated!

AFTER the software update has been installed:

  1. With QuickBooks open in Single User mode with you logged in under the Administrator account, minimize QuickBooks and start Crew/Overtime Entry.  Click the Overtime Setup button --> click the QuickBooks setup option (left menu, last item) --> clear/delete the QuickBooks file location field/box --> click the Acquire date from QuickBooks for Setup & Preferences.   Click Ok
  2. Run COES as usual (Double-click the icon to start the program --> verify dates are correct --> click Distribute All timesheets OR Select Specific Employees).  QuickBooks will display an Application Certificate window, we recommend that you select the LAST option "Yes, always; allow access even if QuickBooks is not running" and to select a "User" with sufficient permission to acess information.  Click the Continue and then the Done button.  You are back in business.

 


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