2017 QuickBooks Premier Added Features:
2016 QuickBooks Premier Added Features
View Purchase Orders, Unpaid
Bills, Overdue Bills and Bill payments all in one place.
Purchase Orders can be copy, print and emailed or converted to
Bills can be copy, print and paid within the Bill Tracker
New Report filtering feature
Reports can now be
filtered with - This Fiscal Year-to-Last-Month filter
Bulk Remove feature in Send Forms screen
Forms show up in Send Forms
when the email later check box is checked.
Sometimes this check box is checked in error and there is no
plan to email the form.
If Send Forms list is too long, you may be putting off
removing those forms that
will never be sent, because it is too time consuming to delete
each one separately.
Now, you can check all the
forms on the list that will not be emailed and click the
to delete them in one batch.
2015 QuickBooks Premier Added Features
New Insights dashboard has been added
to QuickBooks home page
- Chart how your monthly Profit and
Loss and see how your doing
- View your open and overdue Account
- Quick view of company spending and
have better control over your cash flow
Send portable file -
Easier to now send a portable copy of your company file
to your accountant.
Has been reorganized for better viewing.
- For a Customer, Vendor, or Employee
- Can now add an "important" note that will be viewed on the
profile portion of the Customer, Vendor or Employee page
- Only one note can be pinned - make it the one you want to be
easily viewed without having to go under the notes tab
Improved to include Time and Expense transactions to the
Money bar gives total of your unbilled, unpaid, and
Time & Expenses, Sales Orders, Invoices transactions
You can control which details you want to see.
Billable Time and Costs -
Invoicing a customer and open the add billable time
The tabs (Time, Expenses, Mileage, Items) now include
total of # of billable entries for each tab.
Reduces time needed to search each tab for billable time.
New for QuickBooks Admin user
Now has the ability to end another user's QuickBooks session
even with unsaved data.
Saves time when a backup is required and all users must be out
of QuickBooks before doing the backup.
Customer PO# -
Now viewable under the Customer Center Transaction tab.
(right click to add).
Automatically closed when you fully invoice an estimate.
Inactivate Items -
Warning will popup when an item is inactivated and still has a
quantity on hand.
New for Reports
Now paste your license key into the registration window
instead of typing the license number.
Easier to read reports due to background shading some lines
and a little more spacing between lines.
Filter Report Names
Report names are searchable
Email Report Groups -
One email can include multiple reports from QuickBooks
(No longer need to create pdfs of
each report and save them in a folder to pull into an email).
Comments on Reports
Any line on a report can now have a comment added
When printed - comments are numbered and show at end of report
filtered on reports -
On reports that have a Customer or Vendor as a primary key
such as: Customer Balance Detail report
These reports now include a filter for filtering on Active or
Other 1 and Other 2 fields
Can now be added to transaction detail reports.
These fields can be filtered.
Manufacturer's Part Number added
to sales transactions -
Create a column on Sales orders, Sales Receipts and Invoices
to include a Manufacturer's part number
ProAdvisor membership or subscription to QuickBooks Accountant
Log into a clients file as an External Accountant user and
access to the Accountant Toolbox
2013 QuickBooks Premier Added Features
Design for QuickBooks Premier 2013 provides an easier user experience! Intuit has
standardized the screens so that the program becomes more
intuitive. The icon bar has moved to the left side of
the screen with regions for your favorite reports, easy
access to your calendar to dos, and easy access to all the
centers. NEVER FEAR, if you like your icon bar on top,
you can easily switch to the old icon bar from under the
QuickBooks Premier 2013
Forms have been redesigned with tabs that group similar
activities / information surrounding the form.
The invoice now has a Main Tab, Formatting Tab, Send/Ship
Tab, and reports tab.
It is no longer necessary to jump to the home page or 2-3
menu selections to enter data surrounding the invoice
transaction. If you have the invoice open, and want to
make a payment, its right there, as well as creating a
credit memo, or running a history report on the
Forms that have been enhanced with these tabs include:
Estimate, Sales Orders, Invoice, Credit Memo, Sales Receipt,
Bill, and Credit card charges.
QuickBooks Premier 2013 Centers have been enhanced by adding
tabs for Contacts, To-dos, Notes, Transactions. Now you can
have multiple contacts, multiple to dos and notes. This is
great for efficiency and follow-up.
preferences in QuickBooks 2013
In prior editions, if you added a customer:job,
QuickBooks would mark the transaction as billable.
Now there is a new preference where you can choose whether,
when you add a customer:job to a transaction or time entry,
QuickBooks marks that billable box or leaves it blank.
You can now elect what appears in reports, the ITEM name,
The ITEM description, or both! For companies that have set
up their items as numbers, this will be a welcome
2012 QuickBooks Premier Added Features
- QuickBooks Premier now offers a Calendar View of transactions entered and due, along with
a much improved TO DO feature. QuickBooks now has the ability to assign a date, time, customer or
vendor name to the To do.
- New Lead Center in QuickBooks
Premier - this is the first step towards updating QuickBooks
with a CRM module
Improved help menu in QuickBooks Premier,
will make getting answers in QuickBooks even easier
- Improved search which will search for any
customer, transaction, amount, the results pop up in
a new window which includes additional filtering capabilities
- Batch time Entry for those contractors with
multiple employees working the same job (Crew time sheet
entry), Time entry
just got easier!
- Excel integration has been improved in QuickBooks
permitting the user to refresh data in an excel spreadsheet,
preserving certain types of manipulations in excel.
Formatting and formulas. Elements in excel that
can be changed without breaking the link
to live date in QuickBooks: Column headers (formatting
and name), Row Headers (formatting and name), inserted
formulas will be preserved, addition of new columns in between
exported data set or end of exported data set.
- Create a credit memo or payment from an invoice
in QuickBooks Premier
Create a Bill Payment right from
Now that will save time- one click from the invoice and the
credit memo is 90% done!
Time to update to QuickBooks
- Contributed Reports- Report writing
can be tricky for the novice user. In QuickBooks Premier 2012
now there are at least one hundred (and growing) of report templates ready
and waiting for you to download and start using. The titles
are clear along with a description. Contributed reports are
found under the report menu. These reports alone could save a
QuickBooks user time and money!
- Memorized Transaction
Improvements - Now you can select
which memorized transactions you would like to enter in the
enter now window and which you would like to enter later.
Also added in QuickBooks Premier - a frequency of every two
Documents to QuickBooks Premier lists and
transactions is not new. However, it is now FREE with
QuickBooks if you save your documents on your local
computer/server. QuickBooks will keep the documents in a
folder named ATTACH found in the same location you keep your
QuickBooks Company files. There are NO user rights
assigned to these documents so your staff will be able to open
the saved documents without having access to QuickBooks.
Plus you will need to
backup this folder yourself! It is not part of the
Company file condense. - QuickBooks
Premier is now better at shrinking company files. There is now an
added option to remove inventory transactions. It replaces
inventory transactions with a inventory adjustment. In
addition, you can remove all estimates, sales orders, purchase
orders and pending invoices. For very large
files you may still need advanced help with this, call us
800-216-0763 we off new file start services.
adding to shipping manager
Transaction tab - QuickBooks
now includes a transaction tab on transactions - view linked
transactions and summary data in the same window
Company File Open -
QuickBooks, all versions now includes an edit list
option to remove files you no longer need to access on a
New inventory center. View in one
window Qty on hand, qty on sales orders, Qty on purchase
orders, qty reserved for assemblies, and Qty available.
Easily open a PO or Sales order for the item being viewed.
In QuickBooks you can filter the item list fro items that
have less than zero on hand, greater than zero on hand or
customize the view to your needs. For premier users, open the
inventory center from the Vendor menu > Inventory Activities >
2011 QuickBooks Premier Added Features
Customer Collections Center -The QuickBooks Premier Collections
Center helps you manage collecting payments from your
customers. It lists all overdue and almost due invoices in a
single place. You can send email reminders to one customer
or many customers, and it tracks customer notes about your
collection efforts. When you send collection emails, your
customer receives each invoice as a PDF attachment along
with a cover note.
- Finally - QuickBooks Premier includes
quantity totals on sales detail reports ( Sales by customer
detail, Sales by Item Summary
- New in Premier - Sales by Ship to Address in
QuickBooks Premier editions.
- New - average days to pay report ,
providing you with information on how quickly your customers
- Improved QuickBooks Premier reports
- Open Sales orders and Purchase orders Reports, now with a
true value of open balance
- Preference in QuickBooks Premier for bill paying, you can
set QuickBooks to automatically use credits AND/OR
Automatically use discounts. This used to be a combined
preference which most companies did not use, but now one or
the other option is available too.
- Balance sheet by class now available
in QuickBooks Premier
- Batch Invoicing - create one invoice
and assign to a batch of customers in QuickBooks Premier! Great for
- Customer Snapshot tab in the Premier Company
snapshot center - Provides users with detailed information
on an individual customer
including sales history, best selling items, recent invoices
- History on transactions - When you
open transactions in QuickBooks such as Invoices, estimates,
sales order, and bills you see recent transaction history,
name information and notes -saving time spent looking up
- Set closing date password in
QuickBooks Premier is a
terrific tool to avoid having changes made to your
accounting documents. But for those companies that were
still working open sales orders and estimates and purchase
orders dated in a prior year, this became a nuisance and the
closing date password
would be provided to many individuals, rendering the
protection worthless. NOW.. the QuickBooks Premier preference
includes the set
closing date that allows
you to exclude estimates, sales orders, and purchase orders
from closing date restrictions.
- Online backup- improved- enabling a
significantly better QuickBooks user experience
- QuickBooks Premier Search- within QuickBooks
- searches all fields for key word terms
- Web E-mail integration with
QuickBooks Premier- easy setup to the biggest email services (Gmail,
Yahoo & Hotmail) and
ability to hook up to any email service with information
provided to you by your email provider
- QuickBooks Inventory Adjustments - now has an
improved form - Much easier to find the inventory you want
to adjust -no more scrolling,
and when you open the transaction you see only the adjusted
- Now edit your spelling dictionary-
you can now delete miss spellings.
- A small but great QuickBooks Premier improvement is you
can now mark as billable, amounts placed on the expense tab
and charged to a cost of goods
- Date paid and paid stamp on invoices
within QuickBooks Premier
- Now a spot for separate Ship to
addresses in the QuickBooks vendor center
2010 QuickBooks Premier Added Features
Install Manager - Improved installation QuickBooks Premier wizard.
Backup / Restore data compression - Improved backup storage
Condense / Archive - Improved QuickBooks Premier logic to more reliably reduce
the amount of data in the company file, and improve the
day-to-day performance of QuickBooks.
Document Management - In QuickBooks Premier there is QuickBooks Document Management is the
ability to attach files of any type to the appropriate
QuickBooks records (names, items, accounts, transactions and
company file as a whole).
Rapid List Entry - Rapid List Entry is a new feature that
allows users to enter, edit and save multiple QuickBooks
Premier list items (Customer, Vendor, Employee & Item) all in one
table with active cells.
Forms Customization within QuickBooks Premier is easier and faster for users to make
QuickBooks forms look more professional and match the
branding on other customer facing printed materials.
Company Snapshot - Allow users to customize what widgets
they want to see in the Snapshot and provide additional
widgets that give them insight into tactical details of
Favorites Menu - A new top-level menu item called
“Favorites” is available, and can be disabled or re-enabled
by customers (from the View menu). Customers or their
accountants can easily configure this menu to centralize
their favorite, commonly-used, and hard-to-find menu items.
These are stored on a per-user, per-company file basis.
Intuit Statement Writer - Accountant Edition feature offers
accountants significant productivity benefits for preparing
highly professional-looking financial statements.
Client Data Review - Make accountants dramatically more
productive at finding and fixing errors in their clients’
Electronic Check Processing – Check scanning service
offering through QuickBooks Merchant Service accounts.
Online Banking - Numerous usability improvements, such as
switchable download reconcile matching interface,
side-by-side or register-view
2009 QuickBooks Premier Added
- QuickBooks Premier Microsoft Vista Logo Certified
- QuickBooks Premier you can Duplicate a transaction
- Right-click to delete list items in
- Multi-Currency. QuickBooks now supports all global
- Conveniently process wire transfers and drafts from
within QuickBooks Premier
- New Company Snapshot. QuickBooks
Premier offers real-time overview of
- Larger numbers support - 11 figure numbers
(99,999,999,999) versus 8 figures in previous releases
- Improved Bank Reconciliation -Sort by: Check number, Date, Amount, Payee and other
- QuickBooks Live Community. - Post your question for
thousands of accountants and other QuickBooks users for help
- One user can create an invoice while another user is
running a report
- QuickBooks Premier Messenger allows for instant communication between
- Back-up data in multi-user mode
- Upgraded security on Master Company File Password
- Improved Online Banking -easier to set up and less
confusing to use- Automatic transaction mapping to chart of