I took the time to install my copy of QuickBooks 2010 today, and tested out some of the new features.  I’ll be sharing my thoughts as I progress.

One of the first things I tried was the Document Management system, given some of the concerns expressed in a previous article.

I breathed a big sigh of relief to find out that you can, in fact, download your documents.

You can download your documents, in one of two ways.

1. In the Document Center, hover your mouse over the document and you’ll see a “Actions” button appear; click it (downloading is the default) or click the down arrow and click “Download”.
2. From within the screen you made the attachment, click the “Attach” button and then the “Save File As…” button.

That’s a huge relief!

Putting on my developer’s hat:

1. It’d be nice if the default action for clicking the “Attach” button would be to actually open the document as opposed to seeing a list of documents — at least, perhaps, if there is only one attachment.
2. It’d be nice if the screen area for the QB transaction that has a document would have an icon indicating that a document exists (e.g., in the Customer Center, when selecting a Customer, showing which transactions have documents in the Doc Center).  Some areas, such as the item list, does give an indication of a document in the system, while others do not (customer center).  I’ll be checking out other areas and reporting as I learn.
3. It’d be nice to be able to select multiple/all documents for download.