In QuickBooks you are able to sort the Pay Bills window four ways: Due Date, Discount Date, Vendor, and Amount Due. Now you can also Filter that screen for one vendor or multiple vendors. You no longer have to see every vendor you owe money to, in that window.
Want to go paperless? You can, using QuickBooks Document Management system from within QuickBooks. Every QuickBooks form now has a paperclip icon on the top that says attach. This allows you to scan and attach documents to a form that are directly related to that form. For example, you can scan and attach the vendor bill, you received, as back up to the bill you are paying in QuickBooks. This service is free up to approximately 1,000 2-page PDFs. Additional space can be purchased for an additional cost.
In the bank reconciliation window, items are highlighted in bold until checked off allowing a more visual means of seeing unreconciled items. They definitely stand out!
A new marketing center which allows you to send e-mails to your clients based on your clients spending habits with you. You can customize the e-mails, send thank you e-mails and coupons. Then QuickBooksTM will tell you if your e-mail campaigns are successful in terms of additional revenues in QuickBooksTM. There is an additional cost for this service, as well.
For many business owners, paper checks are the most common form of payment. With Intuit Check Solution, you can turn those paper checks into electronic checks (E-Checks) either by accepting checks over the phone or by scanning paper checks. You must already be using Intuit Merchant Services to use this feature.
These are just some of the new offerings. For a complete list visit my website, and click on Order QuickBooks for a full list of features for all versions of QuickBooksTM, QuickBooksTM for Mac, QuickBooks Online and other add-on services.
To learn how to use QuickBooks more efficiently in your business, contact Teri at 619.463.6851.