The new QuickBooks 2015 brings more functionality. While there are some new features, many are simply improvements (which have been on the wish list for a long time).
Get information about your business – While new to desktop QuickBooks, this has been a popular feature in QuickBooks Online (aka QBO). This dashboard is a tab on your home page and allows you to quickly see how your business is doing. (FYI: I still prefer the company snapshot, but I may be in the minority.)
Better track income and expenses. If you liked the Income Tracker, you will definitely like the Income and Expense Tracker. The nice thing about this feature is that you get both a total dollar amount of unbilled time and expenses and the number of clients with unbilled time and expenses. When you see it dollarized, that might help you get billed faster! One feature I’ve liked about Premier is seeing all my unbilled time and expenses in one place, but it doesn’t have totals like the tracker does.
Better time alerts and billable expenses – One of my complaints in the past was that if you had billable time and/or expenses and you used QuickBooks Pro, you had to click on each type of expense to see if there was anything there. Now you can easily know what types of expenses you need to bill for—you not only have an indicator that there is a billable expense, but how many.
Easier to use reports with 3 improvements.
1. Modification has been simplified with the addition of a search box (for filters and display columns) and filters are now alphabetic (yeah!)
2. Background shading and horizontal lines make large reports easier to read.
3. You can now comment directly on the report – just click the comment button and select where you want to comment!
Reminders and notifications now grouped together for today and soon in the Reminders redesign.
Keep a note in sight with the “pin” note function.
Ends the QuickBooks session of a workstation. Has anyone ever logged into QuickBooks and then left you logged in and now you can’t get into single user mode? With this feature, you can log in as an administrator and log out that person; this is done through the QuickBooks Messenger window. Use with caution as it will not save a transaction that was being created/edited and not completed.
Add the manufacturer part number (MPN) to a purchase order or sales transactionn-finally! This should have been added a long time ago for those using part numbers
Select which items to invoice from the sales order (Premier and Enterprise) – Finally! Just click next to the items. Previously you had to enter an amount of 0 and then manually remove it from the invoice.
If your version of QuickBooks is discontinued in 2015, I think you’ll like many of the improvements. Those of you at Premier who deal with inventory may find that the manufacturer part number and sales order features make it worth upgrading soon.
