RSSCategory: QuickBooks Tips/Tricks

QuickBooks Online Update for September 2014

Here’s a quick look at the updates that Intuit is releasing for their QuickBooks Online update for September 2014. Keep in mind that they roll these out to users in waves, so you might not see these right away. Bank Feed Rules Here’s a big change – we can create “rules” for processing bank feed transactions! Everyone […]

September 29, 2014 | By | 9 Replies More

Make QuickBooks Statement Writer Work With Office 2013

You’ve finally upgraded your computer system to Microsoft Office 2013, with all the great new features it offers. However, you find that QuickBooks Statement Writer doesn’t work with Microsoft Office 2013 on your system. Frustrating! What can you do? Here’s a way to get them to work together. The Problem Every time Microsoft releases a new version of […]

September 24, 2014 | By | 22 Replies More

QuickBooks 2015 Insights

Insights is a new dashboard option that Intuit is introducing in QuickBooks 2015. This is, to a degree, a replacement for the Company Snapshot feature (which is still available, I’m happy to say), based on research that Intuit did on what features of the Company Snapshot people were using the most. In addition, Intuit wanted […]

September 17, 2014 | By | 11 Replies More

QuickBooks 2015 Advanced Reporting

Reporting isn’t really the strong point in QuickBooks Desktop. While QuickBooks has advanced in other areas over the years, the capabilities of the reporting feature just aren’t very well developed. To address this, Intuit is releasing an Advanced Reporting feature for QuickBooks Enterprise Solutions. This is a very flexible but somewhat complicated to use reporting […]

September 16, 2014 | By | 18 Replies More

QuickBooks 2015 Enterprise Inventory Enhancements

Intuit continues to expand the special features that make Enterprise more powerful than the Pro and Premier products. QuickBooks 2015 Enterprise adds a number of very interesting features that can apply to any kind of business. Some are new features, many are things that people have been requesting for years. There are so many changes […]

September 15, 2014 | By | 18 Replies More

QuickBooks 2015 Enterprise Transaction Enhancements

Intuit continues to expand the special features that make Enterprise more powerful than the Pro and Premier products. QuickBooks 2015 Enterprise adds a number of very interesting features that can apply to any kind of business. Some are new features, many are things that people have been requesting for years. There are so many changes […]

September 12, 2014 | By | 3 Replies More

QuickBooks 2015 Report Changes

We spend a lot of time looking at and working with QuickBooks reports, and Intuit has placed an emphasis on that this year with the QuickBooks 2015 report changes. They have implemented a number of changes in how reports display, updated some things that people have been asking for, as well as adding some interesting […]

September 11, 2014 | By | 5 Replies More

QuickBooks 2015 Accountant Improvements

Let’s take a look at what is new for accountants in QuickBooks 2015. But first, let’s clarify a few things before we dig in. QuickBooks Accountant is a product by Intuit that provides features that aren’t found in QuickBooks Pro and QuickBooks Premier, that an accounting professional will find useful. You can get this in […]

September 10, 2014 | By | 11 Replies More

New QuickBooks 2015 Features: All Versions

Here’s some detail on changes that Intuit has implemented in all versions of QuickBooks for Windows. A variety of changes, from small tweaks to larger improvements, mostly in the realm of fine-tuning the product. But some of them are pretty useful… This article was updated on 9/15/2014 QuickBooks 2015 Income Tracker Improvements Intuit added the […]

September 9, 2014 | By | 39 Replies More

Intuit is Discontinuing Intuit Sync Manager

Intuit has told add-on software developers that they are discontinuing Intuit Sync Manager and services that support it on March 1st of 2016. Yes, a year and a half from now. Let’s look at what this means to users and software developers? What Is Intuit Sync Manager? To be more accurate, Intuit said they are […]

September 8, 2014 | By | 21 Replies More

QuickBooks 2015 Has Arrived! Here is What To Expect

QuickBooks 2015 for the desktop is here! This release contains a number of new features as well as improvements to existing ones. I’ll list the major changes that I’m aware of in this article. Keep your eyes on the QuickBooks and Beyond blog over the next few weeks as I publish a series of articles […]

September 8, 2014 | By | 57 Replies More

Intuit Discontinues Salesforce for QuickBooks

Today Intuit announced that they are discontinuing their Salesforce for QuickBooks subscription service (both the CRM subscription itself and the QuickBooks/Salesforce integration app), effective December 3 of 2014. I wrote about Salesforce for QuickBooks when it was introduced in 2011. All current subscribers have been notified, and there is a transition plan in place to […]

September 4, 2014 | By | 11 Replies More

Fixing QuickBooks Online Accountant Chrome Login Problems

I usually use Chrome as my browser, and it is usually a good match with QuickBooks Online Accountant. Sometimes, though, I run into some QuickBooks Online Accountant Chrome login problems that can be frustrating. Fortunately, there are a number of easy fixes. Note that this can also be an issue with a regular QuickBooks Online […]

September 3, 2014 | By | 5 Replies More

QuickBooks for Law Firms: General Retainers

Funds received by law firms from clients fall into three categories: Payment of fees and costs Trust accounts/Interest on Lawyer Trust Accounts (IOLTAs) Prepayments and overpayments In this article we will discuss prepayments and overpayments and how to deal with them in QuickBooks for Windows. This is an excerpt from QuickBooks for Law Firms, an […]

August 28, 2014 | By | 7 Replies More