RSSCategory: QuickBooks Tips/Tricks

Cloud Accounting News – QuickBooks Online, FreshBoooks, Xero, Wave, Zoho Books, Kashoo, Sage One

Here’s our Cloud Accounting News for October. Wave Gets Customer Statements Wave now has customer statements, which goes hand-in-hand with Wave’s online invoices.   Wave’s statements have the basic type of things you’d expect, like a list of invoices (you can choose whether to include all invoices or only unpaid invoices), the amounts paid, and the […]

October 20, 2014 | By | 7 Replies More

QuickBooks Usage and Analytics Study

Have you run QuickBooks 2015 yet? Using test data, or your “real” company data? The first time you open your QuickBooks company file you will probably see a notice about the QuickBooks Usage and Analytics Study as shown below. If you are in a hurry you’ll probably just click the Continue button to get on […]

October 17, 2014 | By | 18 Replies More

QuickBooks 2015 R3

Intuit released the QuickBooks 2015 R3 update for the U.S. version of QuickBooks. This is available as a manual update from the Intuit support website, and it is also being pushed out immediately as an automatic update at the same time. I don’t have any information on non-U.S. versions. This is the first update for the […]

October 13, 2014 | By | 22 Replies More

What Is The Future for QuickBooks Enterprise Solutions?

When Intuit talks about the future directions for their QuickBooks family of products they usually divide information into two groups, QuickBooks Online and  QuickBooks Desktop. However, I think that there actually are three groups, with QuickBooks Enterprise Solutions being separate from QuickBooks Pro and Premier. Today I want to talk about what I see as […]

October 9, 2014 | By | 38 Replies More

What is the Future for QuickBooks Desktop?

We all know that QuickBooks Online is the focus for Intuit moving forward. If you go to Intuit’s site for QuickBooks it is hard to find information about any of the desktop products. However, QuickBooks Online doesn’t yet come close to providing the features that are available in QuickBooks Premier and QuickBooks Enterprise Solutions. Does […]

October 8, 2014 | By | 82 Replies More

QuickBooks Online Introduces Bank Rules

QuickBooks Online has add a new feature called Rules (or Bank Rules), which allows you to set up your own conditions for categorizing bank and credit card transactions. Previously, the best QuickBooks Online could do was enter the last known transaction for a contact. This can work well in certain situations, but there’s way too much […]

October 6, 2014 | By | 7 Replies More

QuickBooks Labs

When Intuit announced their September 2014 release of QuickBooks Online they said there would be a link to something called QuickBooks Labs. At the time this new release came out I couldn’t find that menu option, as I mentioned in my release article. I speculated about what this was, and even included some information on […]

October 2, 2014 | By | 3 Replies More

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 | 23 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 | 13 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 | 26 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 | 5 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