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Just as throngs of virtual football fans line up for the latest release of Madden NFL every summer, accountants and accounting professionals flock to their nearest office supply store every fall to be the first to snatch up the latest version of QuickBooks Desktop.
Note: All of the features mentioned in this article are new for QuickBooks Desktop but are also available in QuickBooks Online, depending on which plan you choose. What you will find is more automation, better search functionality, and other quality-of-life improvements.
Automation—for bills, invoices, etc. How to set up automated payment reminders in QuickBooks Source. This may be the most noticeable and useful new feature in QuickBooks , especially for businesses with a lot of outgoing invoices and issues with overdue client payments. Years ago, manually adding customer purchase order numbers to invoices seemed like a necessary evil of doing business. This new feature adds a field for PO numbers to the customer invoice email template, saving you from manually adding PO numbers to your invoice emails.
What really makes this useful, though, is that QuickBooks can automatically pull that PO number from the invoice template and add it to the subject line of your invoice emails, making life much easier for your customers and hopefully strengthening your business relationships.
In previous versions of QuickBooks, each invoice was sent as a single email, even if they were all going to the same customer. So if one of your customers placed 15 separate orders with you in one month, they would get 15 separate email invoices from you at the end of the month, potentially giving them email fatigue and making them reconsider if they really need to place all those orders with you.
In QuickBooks , you can just click a box to have multiple invoices attached to a single email, cutting down on inbox clutter for your customers and making it easier for them to pay you. Smart help.
Hit the F1 key at any time to tap into the improved help system, or connect with live chat. This feature is actually now available in all supported versions of QuickBooks Desktop to , though the live chat option requires a Care Plan and internet connection.
Enhanced accessibility. The bills, invoice, and write check interfaces are now more accessible for visually impaired users.
Company file search. QuickBooks can search all of your connected devices desktop computer, external hard drive, laptop, etc. This feature should prove helpful for those users whose desktop resembles a chaotic Mahjong game of disorganized files and programs. Collapse columns in reports. After discontinuing QuickBooks for Mac in in an effort to nudge users to the QuickBooks Online product, Intuit brought back the Mac-specific version last year due to overwhelming demand.
More good news for Mac-dedicated accounting professionals: QuickBooks Desktop for Mac is here with new features such as advanced reporting, a centralized dashboard, and Mojave OS dark mode and iPhone camera scanner support. Wondering what other accounting software is out there for Mac users? Check out our complete guide here. QuickBooks—Desktop or Online—is just one of the many, many accounting software options out there.
Andrew Conrad is a senior content writer at Capterra, covering business intelligence, retail, and construction, among other markets. As a seven-time award winner in the Maryland, Delaware, D. He lives in Austin with his wife, son, and their rescue dog, Piper. Helping businesses choose better software since Log in. Sign up. Software Categories. Service Categories. Who We Are. For Vendors. Write a Review. Do you get more excited for new business software than you do for movie and video game releases?
Looking for Accounting software? Check out Capterra’s list of the best Accounting software solutions. About the Author. Andrew Conrad Andrew Conrad is a senior content writer at Capterra, covering business intelligence, retail, and construction, among other markets. Related Reading October 20,
What’s New in QuickBooks Desktop | Capterra.Can I Buy QuickBooks Desktop without a Subscription?
This course is designed to meet the needs of both complete beginners and advanced users of QuickBooks Desktop. You can choose to either complete this course from start to finish or jump to the course areas that meet your particular needs. Purchasing this course is more of a long-term investment than spending money on most instructional material related to computer software, partly because it is comprehensive, and will continue to meet your needs as you grow in knowledge, and because we plan on continually updating the course so that it remains relevant even as QuickBooks Desktop changes over time.
Computer applications like QuickBooks Desktop change their appearance often, making a static course that does not change over time obsolete quickly. We plan on updating this course so that you can continue to use it as a reference even as QuickBooks Desktop evolves its software. We hope this course will be a useful, up-to-date tool you can use, at no added cost, for many years into the future.
People often have this first question when considering a QuickBooks Desktop course: How do I access the software? Below are a few options to access QuickBooks Desktop. We will go over each option in more detail in the course.
The first part of the course will discuss how to access QuickBooks Desktop, the accounting software options QuickBooks offers, and set up our QuickBooks file. We will then practice navigating the accounting software, the free QuickBooks Sample file being our primary tool. When first learning QuickBooks, it is best to start with a file that already has data, attempting to deconstruct the data input done in the past, a method similar to an employee starting a new job.
In other words, when starting a new job, we work with an existing data file rather than setting up a new one. We then attempt to see what has been done in the past so the process can be replicated in future transactions, maintaining consistency. After learning how to deconstruct past financial transactions in the accounting system in the first half of the course, we are ready to build the QuickBooks Desktop data input from the ground up.
The comprehensive problem in the second half of the course will cover setting up a new company file, setting the preferences, adding beginning balances, entering two months of data input, completing bank reconciliations, entering adjusting entries, and budgeting. We will then have a course section explicitly devoted to bank feeds. We will discuss how bank feeds will fit into different accounting systems, the application of the bank feeds tool differing as company needs differ.
For example, the use of bank feeds will vary for a company that uses a cash-based method and a company that uses an accrual method.
The course will cover the use of bank feed rules and how they are used to automate more of the accounting system. This Course coupon code is automatically added to the Enroll Now Button. After that coupon code will expire. External links may contain affiliate links, meaning we get a commission if you decide to make a purchase.
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