Explore 21 exclusive tools in QuickBooks 2016:
8 Powerful Tools for Finding and Fixing Client Entry Errors Faster!
1. Reclassify hundreds of transactions all at once
- Check the transactions you want to reclassify from a list
- Select the account and class and click "Reclassify"
2. IMPROVED! Write-off multiple invoices on one screen
- Write-off hundreds of invoices with just a few clicks
- Now handles the corresponding sales tax with a credit memo automatically instead of a discounted payment
3. Fix incorrectly recorded sales tax payments
- Instantly see when a client uses a regular check instead of a Sales Tax Check
- Change any of the payments to a Sales Tax Check with just a few clicks
4. Quickly troubleshoot inventory issues
- Easily spot inventory discrepancies between the balance sheet inventory and inventory valuation summary.
- QuickZoom for more details on inventory counts
- Adjust or correct the inventory items with a few clicks
5. Identify changes made to list items from a single window
- Instantly see all list changes to the Chart of Accounts, Items, Payroll Items and Fixed Asset Items with the Review List Changes tool
- See items added, changed, deleted or merged from the previous review period
- Contains direct links to the Customer and Vendor Centers and Review Item Setup window too
6. Quickly view changes to account balances from the previous close
- If a client's beginning balances don't match your records, you'll immediately see the differences.
- Offers suggestions for adjusting entries to correct the opening balances.
7. Instantly match unapplied vendor and customer payments/credits with invoices/charges
- Clean up unlinked transactions quickly by matching payment/credits to invoices/charges.
- Use simple checkboxes to assign payments/credits to invoices/charges.
- 8. Clear up the Undeposited Funds Account from one screen
- Easily link deposits to payments when a client creates a manual deposit.
- Clear out the Undeposited Funds account quickly and easily
Increase efficiency with 5 NEW and IMPROVED powerful tools
- NEW Paste and save 1,000+ transactions from Excel. Enter client transactions in batch or paste from Excel and click to save all at once.
- Enter transactions in batch on a screen designed for power data entry.
- Paste over 1,000+ transactions from Excel and save all at once
- Easily add or delete columns to show only the fields you need — saving you tabs and keystrokes.
- Customize data entry screens for checks, deposits, or credit card charges.
NEW Email journal entries in 3 simple steps. Send entries right from QuickBooks so clients can import with just a click.
- Select the journal entries you want to send.
- Email entries directly from QuickBooks—no PDFs or print outs needed.
- Clients simply "click" to import the entries automatically from an email attachment.
- Eliminates messy file transfers for you and simplifies accounting work for your clients — no need to send back an Accountant's copy.
IMPROVED! Improved design makes QuickBooks even easier to navigate and easier to read.
- Easily get around with an optional left icon bar that shows you open windows and most common tasks, such as viewing account balances and favorite reports.
- The new menu ribbon similar to Microsoft Office allows you to instantly access functions on Invoices, Estimates, Sales Orders, and other forms without searching through drop-down menus.
- Improved readability with bigger fonts, taller row heights, and refined colors on forms and registers.
IMPROVED! 8 powerful tools to find and fix client errors faster. Reclassify hundreds of transactions in batch vs. individually.
- Quickly write-off hundreds of invoices instead of one at a time
- Now handles the corresponding sales tax with a credit memo automatically
IMPROVED! Quickly set up new clients by using an existing company file as a template.
- This feature can now be easily discovered without searching through drop-downs
- Keeps preferences, chart of accounts, type of tax form and more
- Imports non-sensitive company information only.
IMPROVED! Customer, Employee & Vendor Centers put more information at the fingertips
- See more of what's important with expanded contact information fields in the Employee, Customer and Vendor Centers.
- Customize up to 8 contact fields to include more phone numbers, emails, web addresses and more.
- Include multiple notes for each contact to keep important info in one place.
- New tabs show "transactions", "contacts", "to dos" and "notes" on the same page — no need to launch new windows
NEW! Get third party apps with a few clicks
- Take advantage of apps that integrate with QuickBooks and let you do more
- Shop for apps right from QuickBooks — no need to visit multiple websites to learn more
- Streamlined app set up, install and free trials — it's now one stop shopping with fewer steps.
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