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Change Log

VersionReleaseNotes
6.22023-03Additional logging, clear order cache button on Help Screen.  Misc. bug fixes.
6.12022-02
  • Shipping Tax Code Override (new checkbox in Settings - Orders)
  • Force all Purchase Orders to be Sales Orders instead of Invoices (new checkbox in Settings - Orders)
6.02021-06Additional error handling when connecting to Quickbooks.  We did a major rev to 6.x because of the bug fixes in 5.10.  They were significant enough to warrant a major version change.  Everyone should upgrade to 6.x when possible.
5.102021-03Tax bug fixes and additional logging.
5.92020-06
  • Added Comments and Special Instructions to templating engine.  You may now display these values within your memo field (or elsewhere, but that makes little sense).
  • Added new template field for the "Other" field, allowing such things as Order IDs to appear there.  This was a request by a merchant because the memo field isn't available to some of the report builder screens, while Other is, allowing them to place the Order ID on some printouts.
  • Added a default value for payment Authorization Codes if one happens to not be present within the order details.  Authorization Codes are only used by Quickbooks Payments Gateway, and therefore this default value is only needed by those merchants.  While an authorization code should always be present for an order, experience has shown this value is sometimes missing.  Without a dummy value to fill the void, the order is rejected by Quickbooks.
5.82020-06Added LiftGate and Residential to the templating engine.  You may now display these two booleans within your memo field (or somewhere else).
5.72020-02Removed the use of LiteDB for data storage within the UltraBooks application.  All data storage is now done using the system registry.  This makes Ultrabooks perform better within hosted environments and other restrictive installations where it may or may not have access to the local filesystem.
5.62020-02
  • The log files were moved out of the Documents directory into the local application directory.  This will eliminate conflicts with cloud based replicators like Dropbox and Microsoft One-Drive.
  • The Help page now has the ability to create a support case with UltraCart directly.  This eliminates the need to find and send in log files.  Responses to issues should improve drastically as several round trip emails are now eliminated.
  • UltraBooks now supports the Avalara AvaTax plugin for QuickBooks.  The Order settings page has a checkbox for "Use AvaTax".  When checked, all customers and transactions are tagged with the "AVATAX" tax item (as directed by Avalara).
5.5.32020-01
  1. Customer profile "qb class" field was not being used properly.  It now is considered when determining what Quickbooks class (if any) to associate with the transaction.  Remember that the "Import Class" checkbox must be checked in your Settings for this field to apply.
  2. Added error handling to correctly return back to user a notification of errors that happen when edits that require single-user mode fail because Quickbooks is running in multi-user mode.
5.5.22019-12

Added new settings tab "QuickBook Payments" and a field "Merchant Account Number" where you can supply your Quickbooks Payment merchant account number.  Some orders are completing without that number in the transaction details.  It's still required to add a Quickbooks Payment order into Quickbooks, so you must manually supply it here.  

See https://quickbooks.intuit.com/learn-support/en-us/merchant-services/locate-your-merchant-account-id-mid-number/00/228856

5.5.12019-10Added additional logging to help troubleshoot some tax rate updating issues specific to one merchant.
5.52019-09
  • Additional logging and feedback on Terms matching between order/customer and QuickBook payment terms
  • Bug fix on payment details implemented in 5.4.  We missed a change in a date format (now included timezone), preventing the date from being parsed properly.
5.42019-09Updated payment details to work with QuickBooks Payments payment gateway.
5.32019-09

New Setting: General Settings → Manual Import will disable the automatic validation and import of any downloaded orders.  This was requested by a merchant who wished to review all orders and prevent certain orders from flowing into Quickbooks.  The default for this setting is false.


Additional internal logging to aid troubleshooting.

5.22019-04

Added new button to customer mapping screen allowing for the existing customer record to be used, but updating it with the current order's information.  This provides the best-of-both-worlds scenario of keeping the existing customer record with its history and also ensuring it has the latest information.


Added three new check boxes to the Customer Settings screen.  

  • Match by Name and Email
  • Match by Name and Zip
  • Automatically update Customer record

These values allow for a looser matching criteria when determining if an existing customer is the same as an order.

5.12019-02
  • Reworked flow.  Entire process of downloading and importing orders happens with one click of the Download button.  This includes dealing with customer mappings.
  • Changed address templates to include city, state, zip and country.  Previously, those fields were given to QuickBooks and allowing it to decide where to place them.  This would lead to errors when address fields 4 and 5 were taken and QuickBooks tried to place the additional data in those fields.
Warning

Important Changes with 5.1 RC1

Please read this carefully. Your data will be incorrect otherwise.

This version of UltraBooks changes address field usage. Prior versions had 5 address fields and also added city, state, zip and country to the billing and shipping areas. Behind the scenes, QuickBooks would add the city, state, zip, and country to the address 4 and 5 fields. If those fields were already filled, an error would occur.

UltraBooks no longer sends QuickBooks the city, state, zip, and country separately.

These fields are now part of the templates to ensure there are no errors.

You must: review the templates in the Settings and ensure city, state, zip, and country are present in one of the five address fields.  If you previously had nothing in Address4 and Address5, you are fine. Those will default to correct usage. But if you did have something there, you will need to adjust your templates. Simply blank out those fields if you wish to use the UltraBooks defaults.

The default for field Address5 is now:
[BillToCity], [BillToState] [BillToZip] [BillToCountryCode]

Example: Duluth, GA 30097 USA


5.0.82018-11Bug fix.  Ship to zip code was used instead of bill to zip code for the invoice Bill To Address during certain circumstances.
5.0.52018-04

This is the beginning of tracking changes in a change log. 

This version adds a new setting in the General Settings tab called "Auto Import".  When checked, downloaded orders are automatically validated and imported if no issues were found.  This allows UltraBooksNG (next generation) to function in a batch mode similar to the legacy version of UltraBooks.

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  • Microsoft VC++ Redistributable

  • Microsoft .NET Framework (v4.6.1)

  • QuickBooks™ SDK QBFC 13.0

  • UltraBooks v6.

    1

    2


In order to use UltraBooks you must first download and install all the required components onto the same PC that QuickBooks™ is installed (for server installations see the note at end of the installation section).  It's recommend that you read through all the UltraBooks documentation before you install the software discussed below.

StepNameLocationDescription
1.

Microsoft VC++ Redistributable

https://aka.ms/vs/16/release/vc_redist.x86.exeCore Microsoft Visual C++ Foundation
2.

Microsoft .NET Framework (v4.6.1)

https://www.microsoft.com/en-us/download/details.aspx?id=49981.NET Framework
3.

QuickBooks™ SDK QBFC 13.0

https://www.ultracart.com/qbsdk130.exe

Quicken Connectivity Library
4.

UltraBooks v6.12

https://www.ultracart.com/UltraBooksInstall_v6.12.msiMain Application


  • The installer will install the application and create a desktop icon named 'UltraBooks v5' to launch the application.
  • If you wish to pin the application to your Start Menu or Task Bar, click the desktop icon, and then right click on the running application to pin UltraBooks wherever you desire.
  • For technical reference, the application installs to C:\Program Files (x86)\UltraCart\UltraBooksNG_5.10\

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