You can attach documents to records in your company file-for example, to attach an electronic copy of a job contract to a customer record, or a photo and specifications document to an item you sell. If you like to look at your financial status in other ways, you still have to run your customized reports for that.ĭocument management. The downside is you have to choose from the 12 views that QuickBooks offers. You can show or hide views and rearrange them so the most important info is at the top. In QuickBooks 2010, you can choose from a dozen views, like your income and expense trends, account balances, outstanding invoices and bills, and reminders. The Company Snapshot window ( Customizing the Company Snapshot) is a great way to see a lot of the key info about your books in one place. To add a command to the Favorites menu, select it in the Available Menu Items list and click Add.Ĭustomizing the Company Snapshot. When you choose Favorites → Customize Favorites, the Customize Your Menus dialog box lists every feature QuickBooks has to offer: every command from every QuickBooks menu and submenu along with every built-in, customized, or memorized report in your company file. The QuickBooks 2010 menu bar includes Favorites ( Building Your Favorites Menu)-an easy-to-access spot to store all your favorite commands, windows, and reports. Even better, you can choose the date range before you run the report. When you select a report in the Report Center, you can preview the report to make sure it’s what you want. The Report Center can display reports in three ways: the Carousel View, a memory-hogging piece of eye candy Grid view, which displays thumbnails of each report in a category to help you spot the one you want and List View, which displays report titles and the questions the reports answer in a tidy list.
Similarly, the Memorized tab lists all the reports you’ve memorized, and the Recent tab lets you quickly return to and re-run your last several reports. You tell QuickBooks which reports are your favorites, and they all appear on the Favorites tab. You may never have to look further than the Favorites tab. In QuickBooks 2010, the Report Center ( Finding the Right Reports) gives you some great new ways to find the reports you want.
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Equally annoying, when you switch modes, QuickBooks closes all open windows and leaves it to you to reopen them. Likewise, Register mode doesn’t recognize payee renaming rules you create in Side-by-side mode. Side-by-side mode doesn’t recognize aliases you create for payees in Register mode. Switching between the two Online Banking Center styles has some snafus. You can switch between Register mode and Side-by-side mode ( Downloading Statements with WebConnect), although it’s best to pick the one you prefer and stick with it. Intuit fixed those problems in QuickBooks 2010, but also brought back the QuickBooks 2008–era Online Banking Center for folks who were happy with the way things were. When QuickBooks 2009 introduced a new Online Banking Center, some online banking tasks got easier, but recording multiple transactions became a lot more difficult. Or you can copy or duplicate values between records. You can paste information from an Excel spreadsheet directly into a table in the dialog box.
Enter the new Add/Edit Multiple List Entries command ( Adding and Editing Multiple Customer Records), which provides welcome shortcuts for adding and updating values in the customer, vendor, and item lists.
The Edit dialog box is too tedious, and importing records is overkill. Suppose you’ve reworked your customer types and you want to apply the new types to a few dozen customers.
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The challenge that remains is knowing what to do according to accounting rules, as well as how to do so in QuickBooks.Īdding and editing multiple list entries. With each new version, Intuit has added enhancements and new features to make your workflow smoother and faster. Many of the features that you’re familiar with from other programs work just as well in QuickBooks-windows, dialog boxes, drop-down lists, and keyboard shortcuts, to name a few. From the smallest of sole proprietorships to burgeoning enterprises, one of the QuickBooks editions is likely to meet your organization’s needs and budget. Now that you can choose milk from soy beans as well as cows and five different levels of fat, it’s no surprise that QuickBooks comes in Simple Start, Pro, Premier, Online, and Enterprise editions, which, in some cases, are dramatically different from their siblings, as well as six industry-specific editions. Back when milk was simply milk, you either used QuickBooks or you didn’t. And over the years, Intuit has introduced editions of QuickBooks to satisfy the needs of different types of companies. Thousands of small companies and nonprofit organizations turn to QuickBooks to keep company finances on track.
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