************************************************************************** * KDOR Conversion Utility for QuickBooks and Peachtree * * * * Release 1.3, * * February 1, 2008 * * KS-QBPeach.xls * * * ************************************************************************** February 1, 2008 Fixes - Adjusted company address input fields to give a better indication of what should be input. Modified code to automatically convert any entries of "Kansas" to KS. If an entry that is over 2 characters in length is entered, the program will prompt the user for the 2 character state acronym. - Corrected bug related to how the program compares the address 2 field to the city name. This bug was only applicable to QuickBooks. If the address 2 field within QuickBooks is left blank, the QuickBooks application automatically fills the filed with City, State, and Zip information. The updated code checks to see if the Address 2 field contains the city name. If it does, it is assumed this is an inaccurate field. A blank is recorded. January 25, 2008 Fixes - Program updated to account for KPERS employees for QuickBooks users. Users select an option on the "Import Withholding Files" screen identifying whether the file contains KPERS. The program expects KPERS to be coded as "Elective 457(b)". Users are prompted to confirm that the tax type is actually KPERS. - Pretax heath deductions incorporated into the QuickBooks. The program now subtracts "Premium Only/125" and "Med Care Flex Spend" from the Federal wages (Box 1), Social Security wages (Box 3), and the State wages (Box 16). - The program was modified to handle larger QuickBooks file sizes. - QuickBooks name parsing routine improved to allow for multiple commas. (Smith, Jr., John W.) Names should till be reviewed for accuracy. - QuickBooks detail record load routine adjusted to allow for blank tax type amount. The program assumes the amount is zero. - The state label in the employer's information section was updated to "State Acronym". January 16, 2008 Fixes - Leading zeros dropping from social security numbers in QuickBooks routine. Adjusted routine to allow for hyphens. The hyphens are removed when exporting the file. - Updated name parsing function to be more accurate. Filers should still review the list of names to ensure accuracy. - Updated error messages to help localize problems. Reported Issues - Program allows filers to enter entire state ("Kansas") in the company state filed. This field expects the acronym. (To be fixed in next update) - Filers will receive errors if spreadsheets with data to be imported have cells that are blank where there should be a value. For instance, if an employee has a row for "Compensation" but a blank in the cell for a value, the data import process will fail. (Fix to be determined) January 11, 2008 - ** Initial Release ** Fixes - QuickBooks and Peachtree conversion code included. Reported Issues - Names may parse incorrectly with last and first reversed. (To be fixed in next update)