New Enhancements To QuickBooks
Every year Intuit developers try to come out with enhancements designed to make QuickBooks experience easier, faster or just more enjoyable. This year a number of noteworthy additions were implemented, although not all are going to be very useful to the majority of us.
General changes for all versions:
- Income Tracker – You will now be able to add time and Expenses and exclude estimates, sales orders and time & expenses from the unbilled section.
- Insights – This feature is now part of the Home Page. It’s a sleeker looking Company Snapshot found in prior versions.
- Pinned Notes– These are great because you can now post a note to a customer or a vendor so it’s always visible.
- Tabs for Billable Time & Costs – You’ll be able to see how many billable records there are at the top of the tab without having to open each tab window for review.
- Portable company file – Now it’s much easier to send it your accountant.
- Reminders Window – This feature was revamped for a better and clearer functionality
- The Admin can now abruptly end another user’s QuickBooks in progress session, even if they have unsaved data.
- Once you fully invoice an estimate, it’s going to be fully closed by QuickBooks.
- You can now filter the item list by inventory, assembly, or both.
- You can add P.O. numbers right in the Customer Center.
- Converting Sales Order to Invoice has a better selection of items.
- In situations when you need to de-activate an inventory item which has available inventory on-hand, a warning will come on.
- You can now copy and paste your license key into the window during registration process instead of typing it. This is a great improvement!
- Intuit has redesigned how the reports are seen on the screen. Background shading has been added to highlight lines as well as vertical lines which make it easier to review reports.
- You’ll be able to add comments to any line item on a report.
- You can now email multiple reports as a group in an attachment.
- In a report filter, names are now sorted alphabetically and are searchable.
- Inactive names can now be searchable on a report.
- Other 1 and Other 2 custom fields can now be included on reports.
- Preferred delivery method can be added to reports.
- In some reports a Preferred Vendor can be added.
- Manufacturer’s Part # on invoices, receipts and sales orders can now be included as a column option.
New in QuickBooks For Accountants
As an External Accountants you will be to access and use all the features available in the Accountant’s version when you log into your client’s QuickBooks file. However, this will only be possible if you maintain a ProAdvisor membership or a subscription to QuickBooks Accountant Plus.
For help choosing which QuickBooks version is right for you or if you need to schedule a session for QuickBooks setup or training, please call our office Monday to Friday 9:30am to 5:30pm.