QuickBooks 2012 adds a new Calendar feature that many people will find useful. This let’s you see all of your to-do’s, invoices and bills that are coming (or are past) due, and the transactions that you have entered by date, in a calendar format. I think that I’m going to like this, but I’m probably also going to wish it did more. Let’s take a look.
You’ll find this in the icon bar, as well as in the Company menu.
The default view has three major panes; the calendar itself, a past due pane on the right, and a list of the current activity by date on the bottom.
Each day in the calendar will show you a brief summary of what is happening (or has happened) on that date.
The right hand pane shows you the past due invoices, bills and to-do’s as of today’s date. I do wish that you could select the date for this summary to be based on. Double click on the item listed here to open it directly.
The bottom pane shows you the activity for the date that you have selected on the calendar. You can easily expand this pane to show more information by dragging the top margin. This is showing you transactions for that date – those that are due, those that were entered.
At the top of the calendar you can filter the kinds of transactions that are shown. You can select individual transaction types, or select a number of different transactions to show. This affects all three panes. Unfortunately, I don’t see a way to have it remember your selections as the default for the next time you open this company file.
As I said before, I think that I’m going to like this. I like the past due summary on the right, it gives me an easy to create consolidated look at the past due transactions and to-do’s. I like the calendar view for my to-do’s and due transactions as well, giving me a simple reminder that things are coming up on a particular day. Click on that, see the list of transactions at the bottom, and I can easily go to the particular transaction for details. I prefer this kind of interactive summary view of things rather than having to go to separate A/R, A/P and to-do reports or windows.
I do have some concerns:
- I hate the light gray font, it makes it hard for my old tired eyes to read. Eye strain!
- I’m not sure how much I’m going to use this since I’m not sure that I’m going to use the to-do list. I rely heavily on my Microsoft Outlook calendar now, and this is yet one more calendar to work with. I wish that I could get this to coordinate with my Outlook calendar.
- I wish that my filtering settings could be made “sticky”.
- I would like to be able to change the date for the right hand past due pane.
This feature will be available in Pro, Premier and Enterprise