QuickBooks 2014 Simplifies, Accelerates Common Tasks

The QBC: QuickBooks® Client Newsletter

New version of desktop QuickBooks accomplishes goal of speeding up, refining your workflow.

Speed

If Intuit named its desktop versions of QuickBooks by the version number rather than the year, we’d be in version 20-something by now. QuickBooks, still the preferred software for small businesses, keeps getting smarter in its annual upgrades. Rather than pile on tons of new features in its upgrades, Intuit – for many years – has concentrated on making it easier for you to access the tools and data that are already there.

QuickBooks 2014 is no exception. Its combination of small-but-effective changes makes it easier to get in and do what needs to be done quickly, and then get out and move on to activities that will help build your business.

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Do You Need a More Robust Version of QuickBooks?

The QBC: QuickBooks® Client Newsletter

Maybe you just need to study your current version thoroughly, but it might be time to move up.

If QuickBooks were just one product, its appeal would be more limited than it is. Because there’s an entire family of Windows desktop software applications (as well as five online versions and a Mac edition), the QuickBooks family has found a home in millions of small businesses, and it remains the market leader.

Though QuickBooks versions themselves are not scalable (able to expand as your business grows), you can move up to a more sophisticated edition when you outgrow your current version.

For more QuickBooks tips, tricks and info on training from our team of Certified QuickBooks ProAdvisors® subscribe to The QBC.

QuickBooks' Custom Fields: An Overview

The QBC: QuickBooks® Client Newsletter

Part of QuickBooks’ popularity comes from its flexibility. Here’s a look at how custom fields contribute to that element.

Hands Typing

The beauty of QuickBooks is that it can be used for so many different kinds of businesses. Its smart design lets realtors and retail shops, plumbers and plastic surgeons use it to track income and expenses, pay bills and invoice customers, and to run those all-important reports.

But Intuit knows that QuickBooks can’t – and shouldn’t – tailor itself to individual business types (except in the industry-specific versions). So its structure and tools are somewhat generic and as universal as possible.

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Receiving Inventory With or Without Bills in QuickBooks

The QBC: QuickBooks® Client Newsletter

When your goods come rolling in, be sure to document them correctly.

Inventory

You’re probably happy to see couriers delivering inventory items you’ve ordered since it means you can ship to customers, but recording the new stock means yet another repetitive task.

QuickBooks’ tools can help with this, but you need to be sure you’re using the right forms. There are two different procedures you may use, depending on whether or not you’ve received a bill.

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The QBC: How to Create a Progress Invoice from an Estimate

The QBC: QuickBooks® Client Newsletter

Not using progress invoices? Maybe you should be.

Hands Typing

The U.S. economy may be picking up, but your customers are probably still being very careful with expenditures. If your company’s finances will allow it, you can help them out on sizable jobs by using progress invoicing, also known as partial billing or progress billing.

You could, of course, simply create invoices for smaller chunks of the job as they come. A smarter way is to build estimates for the entire job or sequential phases so your customer can see the big picture. You can still use progress invoicing to start collecting funds one segment at a time.

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The QBC: 10 Tips for Perfect Check-Printing

The QBC: QuickBooks® Client Newsletter

Be sure that you’ve established all the right settings and understand the process.

closeup of blank check

If you used small business accounting products in the early days, you know how frustrating it was to print checks correctly from your software. Pre-printed checks weren’t cheap, and you probably printed at least a few that didn’t line up right or were otherwise unusable.

Printing checks from QuickBooks has gotten easier, and online banking has made this task less of a necessity for many businesses. But when you do print checks, precision is still required.

So to save time and money, minimize frustration, and ensure that everything will be copacetic when your checks are processed at the bank, it’s important that you use the tools that QuickBooks offers appropriately. If you’ve been having trouble with check-printing or you’re considering attempting it, here are a few tips to keep in mind.

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The QBC: Preparing Purchase Orders Precisely

The QBC: QuickBooks® Client Newsletter

Modifying the default template makes tracking easier, more accurate.

In and Out Bins

Part of the reason for QuickBooks’ success is its exceptional flexibility. By allowing users to turn features and preferences on and off, the same software can be used by a wide variety of business types and sizes.

In some cases, the default settings that QuickBooks supplies will work fine for your company. This is not necessarily true in the case of purchase orders, since the whole inventory procurement process is so complex, and users can have such a diverse range of needs.

So before you order your first widget, make sure that your purchase order form is designed to accommodate all of the information you want to record and track, with no unnecessary data fields to confuse staff.

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