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Release History

Solution
  • Version 3.3.6 - February 27, 2019 - Update IIF header for QB 2019. Lookups-not-matched file is now reset with each conversion (overwrite instead of append).
  • Version 3.3.5 - September 30, 2018 - Internal change to fix errors
  • Version 3.3.4 - June 8, 2018 - Ensure that disabling "Warn on lookup not found" works
  • Version 3.3.3 - April 7, 2018 - Internal change to accommodate new statement layouts
  • Version 3.3.2 - March 19, 2018 - Shorten filename of SC_Lookups_not_matched for compatibility with Mac
  • Version 3.3.1 - March 10, 2018 - Add additional logic for check number detection
  • Version 3.3.0 - January 17, 2018 - Lookups are now performed by default on all transactions, instead of only non-check transactions, or can be overridden to exclude checks.
  • Version 3.2.9 - December 16, 2017
  • Version 3.2.8 - November 28, 2017 - Adjusted the wording of a message.
  • Version 3.2.7 - October 2, 2017 - Added option to output payees as OTHER NAMES rather than Vendors.  
  • Version 3.2.6 - August 10, 2017 - Added new date format
  • Version 3.2.5 - July 19, 2017 - When Lookups are used, any transactions which don't match a rule are highlighted and a list is created. 
  • Version 3.2.41 - June 4, 2017 - Add ability to process multiple per item prices (e.g. sales price) (Weebly_SR)
  • Version 3.2.40 - May 17, 2017 - Include Description field when outputting Inventory Items
  • Version 3.2.39 - April 8, 2017 - New feature: Creates a list of Lookups not matched
  • Version 3.2.38 - March 17, 2017 - Fix error SaveTextToFile
  • Version 3.2.37 - March 14, 2017 - Excel for Mac 2011: Save path with name of Lookup file
  • Version 3.2.36 - March 11, 2017 - Fix quantity and price values for Invoices and Sales Receipts (does not affect Bank account and Credit card converters)
  • Version 3.2.35 - February 10, 2017 - New feature: Add ability to specify a different Control Account for each transaction
  • Version 3.2.34 - September 29, 2016
  • Version 3.2.33 - July 10, 2016 - Output more customer fields; Add converters
  • Version 3.2.32 - June 13, 2016 - Update date format for South African compatibility 
  • Version 3.2.30 - March 23, 2016 - Fix Mac compatibility issue on selecting the Lookup table from the settings screen.  Improve colors on settings screens for Mac.
  • Version 3.2.29 - March 9, 2016 - Fix Mac compatibility issue
  • Version 3.2.28 - March 5, 2016 - Internal changes for Bill payments
  • Version 3.2.27 - February 23, 2016 - Fix to AccountType_Constant
  • Version 3.2.26 - February 05, 2016 - Minor internal change to accommodate new converters
  • Version 3.2.24 - January 12, 2016 - Reset conversion settings to defaults when loading settings file
  • Version 3.2.23 - December 11, 2015 - Added ability to browse to the Lookup file in the conversion settings screen. Improved determination of the Account Type specified in the Lookup table.
  • Version 3.2.22 - November 25, 2015 - New features for Sales Receipts.
  • Version 3.2.21 - November 10, 2015 - Correct assigning of account name when search order is set to Lookups > Statement > Default.
  • Version 3.2.20 - September 10, 2015 - Improve the logic for the 2-column lookup feature.
  • Version 3.2.19 - August 20, 2015 - Internal updates.
  • Version 3.2.18 - July 14, 2015 - New date format added.
  • Version 3.2.17 - July, 2015 - Adjust VAT calculation when price includes VAT
  • Version 3.2.16 - July, 2015 - New "Generic invoice" converter published.
  • Version 3.2.15 - April 29, 2015 - Adjustments for Mac version of Excel: modify "View config" form so field labels display properly and fixed incompatibility from v3.2.14.
  • Version 3.2.11 - March 26, 2015 - Upgraded the Lookup feature to allow for two comparisons when matching transactions (allows greater flexibility for specifying matching criteria). Other internal refinements.
  • Version 3.2.10 - March 19, 2015 - Corrected the saving of "Assign Classes by using" and corrected error when using "Confirm Settings" option. Improved saving of "Distribution Account" and "Vendor Name" settings.
  • Version 3.2.8 - March 11, 2015 - Minor technical changes.
  • Version 3.2.4 - February 10, 2015 - Now imports Sales Receipts. More converters. Additional overrides. Minor technical changes.
  • Version 3.2.2 - December 3, 2014 - Corrected the saving of two settings: "Assign Account names by using" and "Assign Vendor names by using"
  • Version 3.2.0 - November 3, 2014 - When using multiple config files, conversion settings are selected from a dropdown menu (rather than having to manually type the filename).
  • Version 3.1.6 - October 23, 2014 - "System" config settings are editable via the program menu (no need to edit via the operating system).
  • Version 3.1.4 - October 14, 2014 - All menu options are now always enabled.  No need to restart Excel after changing conversion settings.
  • Version 3.1.0 - August 17, 2014 - Config setting files are now created as needed (no need to install and rename).
  • Version 3.0.7 - August 1, 2014 - Minor refinements.  Saving of config settings improved.
  • Version 3.0.4 - June 27, 2014 - Minor refinements.
  • Version 3.0.0 - April 9, 2014 - Settings and options are now set via a user-friendly menu. More converters added.
  • Version 2.7.96 - September 2, 2013 - Improved handling if user sets invalid account type in lookup.
  • Version 2.7.94 - August 19, 2013 - Improved international date handling.
  • Version 2.7.93 - July 12, 2013 - More converters added. Corrected lookup to default accounts without a Type to "expense."
  • Version 2.7.91 - March 22, 2013 - More converters added. Code improvements and corrections. Getting closer to perfection.
  • Version 2.7.6 - January 12, 2013 - More converters added. Code improvements and corrections.
  • Version 2.4.60 - September 20, 2012 - Still more converters added. Refactored the code (tech speak for "cleaned up.")
  • Version 2.4.48 - August 8, 2012 - Added new converters. Config files now begin with "SC_" regardless of operating system.
  • Version 2.4.45 - July 5, 2012 - Added new converters, confirm settings defaults OFF, improved error handling
  • Version 2.4.41 - June 6, 2012 - Added new converters, new options for processing
  • Version 2.4.35 - April 14, 2012 - Added new converters, workaround for Mac curiosity
  • Version 2.4.33 - March 14, 2012 - Added new converters, corrected lookup feature
  • Version 2.4.24 - January 13, 2012 - Added new converters, improved international and Mac-compatibility features
  • Version 2.4.20 - January 8, 2012 - Added new converters, code improvements
  • Version 2.4.18 - December 7, 2011 - Added new converters, code improvements
  • Version 2.4.12 - September 10, 2011 - International compatibility improved
  • Version 2.4.11 - September 8, 2011 - Added new converters, added vendor and expense account lookup feature
  • Version 2.4.5 - July 5, 2011 - Added new converters, added config option QB_Expense_Account_Type
  • Version 2.4.2 - June 2, 2011 - Mac compatibility improved.
  • Version 2.4.0 - May 23, 2011 - Added new converters, added ability to show version number, code improvements, added configuration options to use payee name as vendor name, trim extra characters from payee name.
  • Version 2.3.0 - May 3, 2011 - Added new converters, added ability to show version number, code improvements.
  • Version 2.2.0 - April 6, 2011 - Added new converters, added ability to mark imported transactions as "cleared", refactored code.
  • Version 2.1.0 - February 21, 2011 - Published in Add-in format, added ability to email IIF file, refactored code.
  • Version 2.0.0 - January 1, 2011 - Added USAA format.
 
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