The Top 4 Reasons to Upgrade your QuickBooks Software

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Did you know that on May 31st, services like Payroll and Support will be discontinued in QuickBooks 2012? I think some of you may find yourself in the market for a QuickBooks Upgrade! So, how is QuickBooks 15 different from QuickBooks 12? Luckily, you’ve come to the right place!

  1. Layout
    First off, QuickBooks 15 (QB15) has a nice new look. This makes it much easier to use on different devices, such as tablets or even smart phones. QB15 is much more visual and provides graphs and other visuals that you can even print and use in reports.
  1. Reports
    Ever look at the Profit and Loss and have questions for your accountant? More than likely you would jot those questions down on a piece of paper (and probably lose them before the meeting). In QB15, you now have the ability to click one button marked “Comments” and it will allow you to notate comments/questions, line by line, right on the report. You can then print or PDF that report, for use in your meeting/call with your accountant!Not only do you have more options in your reports, but now the reports even look better. They are shaded, making them easier to read line by line. When they are printed or scanned the look is much cleaner for use in reviews.
  1. Email Integration
    How many of you need to send multiple reports via email at the end of the month? We know that process can be a little time-consuming. In QB15 you now have the ability to send multiple reports in a single email. Rather than saving each report and attaching separately, you can do it all at once!
  1. Navigation
    The left hand side of the QB15 home page now brings you directly to several parts of the software. How convenient! Here is a quick map of what’s included:
  • Home – this is where you will find the Insights tab that contains graphs and visual reports mentioned above.
  • My Company – basic company information, and some useful app opportunities listed at the bottom.
  • Income Tracker – New ways to sort and manage transactions to save time and keystrokes.
  • Calendar – very handy if you would like to organize your to-do list and due dates. etc.
  • Snapshots – each QuickBooks user can customize their “snapshots” to include graphs, reports, vendor screens, customer screens etc. It’s each user’s own dashboard of reports.
  • Bank Feeds – where you would set up your banking information to be downloaded from the bank.
  • Docs – a section where you can scan and store documents for easy retrieval from within your QuickBooks file.
  • Customize Shortcuts – create shortcuts for tasks you most often perform in QuickBooks.
  • View Balances – provides a quick look at certain categories you want to see at the push of a button. For example, you could set it so that all of your bank account balances are shown, or your Accounts Payable list, etc.
  • Run Favorite Reports – allows you to customize and save all of your most frequently run reports.

Hopefully after reviewing the above, you’ll be comfortable in your upgrade to QuickBooks 15. If not, keep in mind there are other products offered by QuickBooks that may be better suited for your needs: QuickBooks Online, QuickBooks Self-employed, etc. Now might be a good time to do some research and see which would work best for you. And if you’re unsure, I always recommend seeking the advice of a Certified QuickBooks Pro Advisor.

Want to chat some more? Join me in our Montclair location on the 3rd Friday of every month for a free 25-minute consult (face to face OR virtual) during our Office Hours with Expert Advisors! I look forward to seeing you there! And don’t forget, you can always Contact me now to get started.

Laura Melville - Director of Accounting Support Services

Laura Melville is the Accounting Division Manager at C3Workplace and a dedicated CPA with over 25 years of experience working with small businesses in all areas of Accounting.  She is dedicated to helping small businesses grow by providing them the customized tools needed to truly understand “their numbers.” Laura is the go-to resource for getting those numbers working and has a proven track record of helping small businesses take it to the next level.

 


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