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Purchase QuickBooks Pro 2013
New for 2016
 

2016 QuickBooks Pro Added Features

Bill Tracker -  

See all Purchase Orders, Open Bills, Overdue Bills and Paid Bills on one screen.  From here you can convert purchase orders to Bills.
Copy, close, print and email purchase orders in one place.  Even make bill payments from the Bill Tracker screen.

New Report Filter

There is a new filter feature for reports called - This Fiscal Year-to-Last-Month filter.

New to Send Forms Screen

Now you can remove multiple forms in one batch, to be emailed later list, found on the Send Forms screen. No longer do you need to
delete one form at a time.  Clean up your Send Forms list quickly.

2015 QuickBooks Pro 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 Receivables
  • 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
.

Reminders Window -
Has been reorganized for better viewing.

Pin Notes -

  • 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

Income Tracker-
Improved to include Time and Expense transactions to the money bar.
Money bar gives total of your unbilled, unpaid, and paid  Estimates, 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 window.
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).

Estimates -
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.

Registration Improvements -
Now paste your license key into the registration window instead of typing the license number.

New for Reports

Onscreen Report Appearance -
Easier to read reports due to background shading some lines and a little more spacing between lines.

Filter Report Names -
Sort alphabetically
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

Inactive/Active Names 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 Inactive names.

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

QuickBooks Accountant 2015
With a ProAdvisor membership or subscription to QuickBooks Accountant Plus
Log into a clients file as an External Accountant user and access to the Accountant Toolbox

2013 QuickBooks Pro Added Features

  • 2013 is all about ease of use, and consistency of design:
    • With a new version of the icon bar/home page, the shortcuts appear on the left and includes regions for "my shortcuts", "my apps", "my to dos", "view balances", "key reports". 
    • The old icon bar and open windows list is still available for QuickBooks users who prefer the "old look"
    • A nice improvement to the Customer, Vendor and Employee record, left margin tabs now house all logical regions for your data making it easy to populate all the right information.
    • Transactions now have  ribbon across the top of each for easy access to do just about anything.
  • In terms of functionality, QuickBooks 2013 offers only a few improvements:
    Expands Number of items allowed in group items from 20 to 50.
    A preference that allows you to turn OFF that checkbox under billable  each time you enter a Customer:Job on a transaction or time entry.
    QuickBooks 2013 Centers for customers, employees and vendors now include unlimited note files, to dos, and contacts.  Well organized, you can have a separate note for each topic and define separate to dos making it easier to assign tasks.
  • Reporting- Choose whether QuickBooks 2013 reports include the item name, the item description or both.
     

2012 QuickBooks Pro Added Features

  • QuickBooks Pro now offers a Calendar View of transactions entered and due, along with a much improved TO DO feature.   In QuickBooks you now have the ability to assign a date, time, customer or vendor name to the To do.
  • New Lead Center in QuickBooks Pro - this is the first step towards updating QuickBooks with a CRM module
  • Improved help menu in QuickBooks Pro, 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
        Create a Bill Payment right from the Bill
        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 Pro 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 Pro - a frequency of every two months.
  • Attached Documents to QuickBooks 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 QuickBooks Backup.
  • Improved Company file condense. - QuickBooks Pro is 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.
  • USPS adding to shipping manager
  • New Transaction tab - QuickBooks Pro now includes a transaction tab on transactions - view linked transactions and  summary data in the same window




2011 QuickBooks Pro Added Features

  • Customer Collections Center -The QuickBooks Pro 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 Pro includes quantity totals on sales detail reports ( Sales by customer detail, Sales by Item Summary
  • New in Pro - Sales by Ship to Address in QuickBooks Pro editions 2011.
  • New - average days to pay report , providing you with information on how quickly your customers pay.
  • Preference in QuickBooks Pro 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.
  • Batch Invoicing - create one invoice and assign to a batch of customers in QuickBooks Pro!  Great for monthly services
  • Customer Snapshot tab in the Pro Company snapshot center - Provides users with detailed information on an individual customer including sales history, best selling items, recent invoices and payments
  • History on transactions - When you open transactions in QuickBooks such as Invoices, estimates, and bills you see recent transaction history, name information and notes -saving time spent looking up these details
  • Set closing date password in QuickBooks Pro 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 Pro 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 Pro Search- within QuickBooks - searches all fields for key word terms
  • Web E-mail integration with QuickBooks Pro 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 items
  • Now edit your spelling dictionary- you can now delete miss spellings.
  • A small but great QuickBooks Pro improvement is you can now mark as billable, amounts placed on the expense tab and charged to a cost of goods sold account
  • Date paid and paid stamp on invoices within QuickBooks Pro
  • Now a spot for separate Ship to addresses in the QuickBooks vendor center


 

QuickBooks PRO 2010 Added the following Features:

  • Install Manager - Improved QuickBooks Pro installation wizard.
  • Backup / Restore data compression - Improved QuickBooks Pro  backup storage compression logic.
  • Condense / Archive - Improved QuickBooks Pro logic to more reliably reduce the amount of data in the company file, and improve the day-to-day performance of QuickBooks.
  • Document Management - 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 QuickBooks Pro  feature that allows users to enter, edit and save multiple QuickBooks list items (Customer, Vendor, Employee & Item) all in one table with active cells.
  • Forms Customization - Easier and faster for QuickBooks Pro users to make QuickBooks forms look more professional and match the branding on other customer facing printed materials.
  • Company Snapshot - Allow QuickBooks Pro users to customize what widgets they want to see in the Snapshot and provide additional widgets that give them insight into tactical details of their business.
  • 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.
  • ELMO 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

 

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