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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