What is New for Desktop QuickBooks 2016

The following features are included with QuickBooks Pro and Premier 2016 and QuickBooks Enterprise Desktop 16.0 Bill Tracker  You can access it from either the menu bar, select Vendors, then Bill Tracker or from the Vendor Center or from the top or left navigation bars.   With the new Bill Tracker dashboard you can: View real-time data and status of the money-out transactions for the business Filter the displayed details by clicking on any of the color blocks at the top Filter the displayed details specifically for: Vendor, which includes a subtotal and the option to expeand or collapse selected vendor details Type of transaction Status of transactions including all, open or overdue Date range Group the displayed information by Vendor Clear/Show all will reset any filters you have selected   Bulk Clear Send Forms You can access it from the menu bar, select File, then Send Forms   With the Bulk Clear Send Forms, you can remove the Email Later selection on the Create Invoice window in batch from the Send Forms menus. Fiscal Year-to-Last Month Report Filter You can access from any report that permits you to filter for a specific date range.  From a displayed report, select the Dates drop-down then choose This Fiscal Year-to-Last Month.     These are just a few items new to QuickBooks,.  If you would like to learn more about these and other new QuickBooks tips and the QuickBook improvements, please call Susan at...
Create Recurring Invoices

Create Recurring Invoices

When you have customers that you charge each month for the same services, QuickBooks Online has a “make recurring” feature.   Click on the Gear Icon at the upper right side then click Recurring Transactions under Lists.   The above screen will appear.  Select Scheduled in the box to the right of Template Type and select Invoice in the box to the right of Transaction Type. Next fill in all the pertinent information above.  You can check the box for “Automatically send emails” so the invoices are e-mailed at your desired interval.  Click the Save Template button on the bottom right side after filling in all the information. Another option to setting up Recurring Invoices is clicking the Plus Sign in the middle of the screen then selecting Invoice under Customers.   You can then fill in the pertinent information then click “make recurring” at the middle bottom of the screen.   This will take you to the recurring transaction screen as shown in Figure 3 above. If you do not check the the box for “Automatically send emails” then you can print the Invoices from the Transactions>Sales click on the box on the left side next to Invoice then select batch action select Print Transactions.  You can then preview the invoice as below.   If you would like to learn more about this QuickBooks Online Strategy, please call Susan at...
Charging for Reimbursable Expenses in QuickBooks Online

Charging for Reimbursable Expenses in QuickBooks Online

Perhaps you would like to be reimbursed by your customers for expenses incurred on their behalf.   With QuickBooks Online, these expenses, called Billable Expenses, can be tracked and invoiced to your customer for reimbursement. To activate the feature that allows you to mark an expense as billable to a customer, you must set the proper preferences in the Company Settings prior to entering transactions. You can find the Company Settings under the gear icon then under Settings.  In the Expenses section, click on the pencil to the right in order to open the box to check the box Make expenses and items billable.     This will add a billable column on bills and checks. When you record an expense, specify an account or product/service item. QuickBooks Online will not allow you to post billable expenses to an income account. Then check the box in the billable column and specify the associated customer or sub-customer. In addition to the financial transaction recording the expenditure, when the transaction is marked as billable to a customer, QuickBooks Online creates a billable expense charge. Billable expense charges are non-posting transactions that are linked to the originating transaction. Changes to the originating expense transaction update the billable expense charge. If the originating expense transaction is un-checked as billable to a customer, the billable expense charge is deleted.   When an invoice is created for a customer that has billable expense charges associated that are not otherwise associated to another invoice, the “drawer”(box(es) to the right titled “Billable expense) will automatically show suggesting you add the charge(s) to the invoice. The drawer will only show charges...
QuickBooks Online Tips

QuickBooks Online Tips

  The following are a few QuickBooks Online tips designed to save you time while working in your file: After logging into your QuickBooks Online company, right-click in either in your Chrome or Internet Explorer browser, then left-click Duplicate in Chrome or Duplicate Tab in Internet Explorer. This gives you two tabs for your QuickBooks Online company.  You may repeat duplicating tabs as needed.  You may also pull tabs to other screens then work on these windows independently of each other. If you are receiving unexpected results when working in QuickBooks Online or are having problems logging in, clear your cache and cookies. Click CTRL+ to zoom in and CTRL- to zoom out. Keyboard shortcuts Ctrl+Alt+/ displays the screen where you find your Company ID which might be needed if calling technical support. When you are in a date field, you may move forward and back a day at a time by using + and – keys. You may type in a letter in the date field for the following: T for Today W for first day of the week K for last day of the week M for the first day of the month H for the last day of the month Y for the first day of the year R for the last day of the year – Are you catching the pattern here? If you are in the rate or amount fields of a transaction, enter your first number and one of the mathematical functions then your next number; the result is entered directly into the transaction. If you would like to learn more about this...

What’s New in QuickBooks 2013

On the Desktop version for all versions: If you are a current QuickBooks user, you will notice immediately when opening QuickBooks 2013 the visual design overhaul has a larger font size which is easier on the eyes than prior versions of QuickBooks.   When you open QB 2013 for the first time, it has a lay over screen which highlights the new features from the home page. The navigation icon bar is defaulted to the left side of the home page.  Intuit also added My Shortcuts, My Apps, To Do, View Balances and Run Favorite Reports along with Do More With QuickBooks on the Icon Bar when it is on the left.  This allows for one click access.  Please note you can change the icon bar to the top, however, it will only show the navigation icons. Quickly and easily enter groups of transactions, or paste and save more than 1,000 transactions from Excel into QuickBooks. Ribbons on transaction windows – Easy access to commonly used menu items in forms such as Add Time/Costs and Refund/Credit on Invoices and Select PO and Pay Bill on Bills. In addition to the features listed above, the Enterprise edition includes the following new and/or improved features: Default Class Assignment Increased List Limits from 10,000 to 100,000 such as chart of accounts Inventory report now includes Use Available Quantity for Re-order Points Auto create Purchase Orders Bin Tracking Bar Code Scanning directly in QuickBooks New Features for QuickBooks Online include: Downloaded Transactions: This feature eliminates human error by automatically importing and categorizing new transaction information. Money Bar: Get paid faster by using Money...