My “crib notes” on compatibility of key accounting firm apps with Office 2013 – and the related vendor web pages which provided the data are as follows:
· QuickBooks (Source: http://support.quickbooks.intuit.com/support/articles/INF12830)
- Back year versions of QB have issues – especially 2012, which will only be supported for 2-3 more months.
- The QuickBooks Statement Writer (also called Intuit Statement Writer) Office add-ons for Word and Excel do not work with any version of Office 2013 – I personally confirmed this as of yesterday with a senior Intuit Product Manager. Workarounds are dicey and may create licensing issues.
- Contact Sync in QB 2014 will not work with Office 2013.
· Thomson Reuters (source: https://cs.thomsonreuters.com/support/reference/sysinfo.aspx) :
- (from TR website) - Integration with Microsoft Office - Most CS Professional Suite applications require Microsoft Office 2007 or higher (with the latest service packs installed) to take advantage of certain features that integrate with Outlook®, Word®, or Excel®. See the Product-Specific Requirements section for information on which of our applications integrate with which Office applications.
- Note for Office 2013 and Office 2010 users: Unless otherwise noted in the Product-Specific Requirements, our applications that integrate with Office applications are supported on the 32-bit version of Office 2013 and Office2010. However, due to compatibility issues with existing 32-bit applications and add-ins, we do not support the 64-bit version of Office at this time for most of our applications.
- Note for Office 365 users: Our applications integrate with the Small Business Premium, Midsize Business, Enterprise E3, and Enterprise E4 subscription plans for Office 365 when the Office applications are fully installed on the local computer).
- Advanceflow does not support Office 2013 as of today (source: https://cs.thomsonreuters.com/support/reference/sysinfo.aspx)
- GoFileRoom does not support Office 2013 as of today. (source: https://cs.thomsonreuters.com/support/reference/sysinfo.aspx)
· CCH has a nice table detailing compatibility by product and release with all Office apps from 2002(XP) through 2013 at http://support.cch.com/supportedenvironments/microsoftoffice.aspx.
· I’m not aware of significant integrations of Office apps with Lacerte and ProSeries, so I didn’t to look up the compatibility of those items. If you know or need to know, please share any areas where Office 2013 compatibility is an issue.