QuickBooks Desktop 2019: What’s New and Improved
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In addition, it spotlights the new QuickBooks Desktop features, including: Customer invoice history tracker Condensed data file optimization Easy version upgrades In-product demonstrations as well as tips for the exam are provided by Advanced Certified ProAdvisors. In addition, users will be granted access to supplemental guides in PDF form that accompany each module for easy review and reference for the certification exam.
If I Already Have My QuickBooks on a Windows Computer Can I Transfer to a Mac?
In addition, it spotlights the new QuickBooks Desktop features, including: Customer invoice history tracker Condensed data file optimization Easy version upgrades In-product demonstrations as well as tips for the exam are provided by Advanced Certified ProAdvisors.
In addition, users will be granted access to supplemental guides in PDF form that accompany each module for easy review and reference for the certification exam. Your clients will appreciate you even more with the added expertise you will gain from the resources provided to you as part of your membership. Real-time invoice status tracking. Single, consolidated view of invoice status includes tracking: This feature does not work if the QuickBooks user is using Microsoft Outlook For a customer that has open unapplied credits, from the main ribbon on a displayed Create Invoices window, select Apply Credits.
Efficiently apply customer credits across all jobs of the same selected customer. New column on the Apply Credits window displays the Customer and Job which the credit is currently assigned to. From the Apply Credits window, users can assign that credit to other jobs of the same customer record. Cautions noted with this feature include: The transfer of credits from one job to another within the same customer cannot be undone. Any future corrections would need to be done manually using a separate transaction.
QuickBooks uses the first instance to trigger the creation of the new Other Current Asset account mentioned previously. The new Check for Bills dialog prompt will display when creating a Write Check for a vendor whom has an open unpaid vendor bill s. When a user enters a vendor name in the Pay to the Order of field on a Write Check transaction for a vendor that has open vendor bills, QuickBooks displays a new Check for Bills window.
The improvement this year is to prompt users by default to Go to Pay Bills. Note this was a slipstream release in a later maintenance release of QuickBooks Track changes to employee pay rates only hourly, salary, bonus and commission items.
Rates shown on the report are based on existing paycheck data. Rates for salary items display the estimated annualized rate. When preparing the Inventory Valuation reports, users can select to include inactive inventory items. However, often a business will make inventory items inactive despite having a quantity on hand. Including all inventory items in these reports will ensure that accountants and their clients can reconcile the Inventory asset account total on the Balance Sheet to the total Asset Value on the inventory valuation reports.
Select the Company Preferences tab and click the Sick and Vacation button. New company preference for setting the Maximum type for Sick and Vacation time.
Settings include either Maximum hours at a time, or Maximum hours for the year. The maximum type company preference determines the total hours an employee can accrue. For example, if the Maximum type of hours for the year is selected as the default, an employee will stop accruing time when they have met the Maximum number of hours specified. Easy tracking and reporting of employee sick and vacation time sick and vacation accrual requirements vary state by state; customer is responsible for ensuring compliance with applicable laws and regulations.
Additionally, paystub formatting has been updated to include: Sensitive Payroll Permissions Included With: QuickBooks Enterprise Admin user warned when assigning a permission that grants payroll transaction access. Easy Upgrade Available With: This improvement was a slipstream release in a later maintenance releases of multiple years versions of QuickBooks. Simple two-click process to install the newest version of QuickBooks Desktop. The entire upgrade processes is automated and the user has the option to retain the older version of QuickBooks recommended.
When the user opens a newly installed version of QuickBooks Desktop, the links to their data file s will already be included in the No Company File Open window. Included With: This tool will copy up to three recent QuickBooks date files along with many other items. To move the QuickBooks data file seamlessly your client will need: Old computer where current data file resides.
A thumb drive. New computer with an internet connection. When the feature is launched on the old computer and the QuickBooks user plugs-in the thumb drive, the tool automatically downloads the latest maintenance release of the QuickBooks version the user owns, copies the files needed to install the program and data files on a new computer.
These files include: A comprehensive list can be reviewed in this knowledge base article. Reliably reduce a QuickBooks company file size without deleting data. If exporting from one QuickBooks file to another: QuickBooks users can also create an IIF formatted worksheet and manually add data for import. Method of importing lists or data into QuickBooks that has been available for many years. Improved IIF importing, validates the data to be imported.
Creates a file of records that cannot be imported, permitting the user to fix the errors and import the corrected records separately. IIF import supports both lists and transactions. Importing any data into QuickBooks requires a certain amount of knowledge about how each of the data components being imported is used by QuickBooks. In the example displayed here, there was a Payment Term assigned to vendor records in the vendor import file that was not included with the import data on the IIF formatted worksheet, resulting in the reported errors.
Intuit Data Protect Included With: Seamless and intuitive automated data backup and restore experience. Additional fees may apply. Users may also choose to include other critical data or documents in their backup routine. Platinum Subscription to QuickBooks Enterprise This feature was a slipstream release in a later maintenance release of QuickBooks To use this feature with a mobile device, follow the instructions on the Site Operations preference dialog mentioned above. Scanners or mobile devices sold separately.
Learn more about Advanced Inventory here. Features and workflow: Improved inventory receiving process reduces data entry errors and encourages efficiency. After enabling the feature and connecting a mobile device the following is the typical receive inventory workflow, requiring an internet connection for both the QuickBooks Enterprise file and the warehouse location s: QuickBooks purchase orders are prioritized and assigned to a Warehouse worker vendor type and synced with the mobile device s across warehouse s.
The assigned Warehouse worker logs into the mobile app from the warehouse location and scans barcodes, or serial number barcodes, or if not scanning, manually enters the quantity of items received.
New and Improved! Pick workflow: The Pick workflow was included with the release of QuickBooks Enterprise Pack and Ship workflow: After enabling the feature and connecting a mobile device the following is a typical pick, pack and ship workflow conveniently managed from the Sales Order Fulfillment Worksheet Dashboard: Existing Pick workflow: In QuickBooks inventory, picklists are prioritized and created from sales orders and assigned to a Warehouse worker vendor type and synced with the mobile device s across warehouse s.
Updated picklist details are sent back to the QuickBooks Enterprise file and update the Sales Order line details. Pack, Ship workflow: The assigned Warehouse worker then records the picked products as boxed and optionally notes the weight and dimensions of the package Products packed are synced with the QuickBooks file and update the line details on the Sales Order.
QuickBooks Mac Included With: QuickBooks for Mac QuickBooks for Mac has a new update for last update was for year Here are a few of the more prominent features released with this update: Modify your books on your work Mac computer then continue where you left off on your home Mac computer. Square Import — Importing sales data from Square via use of. Report Windows — Improved spacing and readability.
User Passwords — Now required. Personal information is encrypted. This article will continue to be updated as more updates occur for QuickBooks Desktop
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Quickbooks for Windows and Mac require a separate installation package for each operating system. You can convert your company file to a Mac-compatible version to transfer basic transaction, customer, employee and vendor data. When it comes time for taxes, you must convert the file back to a Windows-compatible format before sending your company data to an accountant that uses the QuickBooks Accountant edition. Converting to Mac When you decide to go ahead with the transfer process, you need to make sure you have installed and purchased QuickBooks on your Mac computer.
VIDEO: QuickBooks Desktop What’s New and Improved
65 in-depth QuickBooks Desktop for Mac reviews and ratings of pros/cons, QuickBooks for Mac will not necessarily have the same features as the PC. QuickBooks for Mac accounting software by Intuit makes it easy to manage your small business finances. Review of QuickBooks for Mac Software: Pricing information, system overview QuickBooks for Mac is financial accounting solution from Intuit for small.