You can select to create a Purchase Order for all items or selected items on the Estimate. How does this improve your clients’ efficiency? For users who drop ship goods, this is a much more efficient way to create a Purchase Order to track expected costs.
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How to access it: From a displayed Estimate, click the Create Purchase Order icon at the top. What this feature does: Ability to create a Purchase Order directly from the details included on an Estimate New! Create Purchase Orders From Estimates What pain does this feature solve? Replaces a cumbersome, three step process in previous editions of QuickBooks for MAC. How does this improve your clients’ efficiency? Users can now conveniently adjust their Sales Tax payment directly on the Sale Tax Payment window. How to access it: From the Vendor menu or directly from the Pay Sales Tax window. What this feature does: Ability to adjust sales tax for discounts or added charges. What pain does this feature solve? New users had to try to figure out of their own what steps were needed to setup a new file. How does this improve your clients’ efficiency? For the user, takes out the guesswork of setting a new QuickBooks for MAC file. How to access it: Help > Set Up and Go (Slide 5) What this feature does: Provides directions for setting up a new QuickBooks for Mac file and training on how to use specific product features, and provides in-product video on details about other “cool stuff” like reporting and customization. What pain does this feature solve? Previously users had to scroll through reports to search fields. How does this improve your clients’ efficiency? Business owners can search reports for specific details. How to access it: From the Search box at the top of a displayed report. What this feature does: Perform a search for any amount, account, reference number, or other fields in reports. What pain does this feature solve? Previously users were not able to have a list of Sales Reps. How does this improve your clients’ efficiency? Business owners can track profitability by Sales Rep. How to access it: Lists > Customer and Vendor Profile (Slide 3)
Both vendors and employees can be designated as Sales Reps. What this feature does: Ability to assign a Sales Rep to Customers and Jobs. After viewing the reports, users would need to access different menu options to complete common customer transaction activities. What pain does this feature solve? Previous workflow required users to preview multiple reports about the customer’s open transactions. How does this improve your clients’ efficiency? From one window users can improve the company’s cash flow by taking immediate action to create, print, or e-mail customer transactions. How to access it: Access the Income Tracker from Company > Transaction Center, or click on Snapshot on the Home Page (Slide 2) It is not necessary to prepare reports to see what actions need to be taken. All data in the tracker is real time so the information is right at your fingertips. What this feature does: Shows a summary of unbilled, unpaid and recently paid customer transactions all on one screen, and allows users to take immediate action and create new transactions for customers in order to get paid timely. What pain does this feature solve? When a business owner wanted to keep their data file in agreement with the accountant’s filed financials they had to manually enter the accountant’s year-end adjustments. How does this improve your clients’ efficiency? Business owners no longer have the difficult task of entering their accountant’s year-end/tax period adjusting journal entries.
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The client can import some or all of the journal entries form into QuickBooks for Windows from File > Import > General Journal Entries, browsing to the import file (.qbj) and then selecting all or some of the entries to import. How to access it: Using QuickBooks Accountant for Windows 2013 and above, the accountant can send general journal entries from Accountant > Send General Journal Entries, or by clicking an icon at the top of the Make General Journal Entries window. What this feature does: Accountants can create journal entries outside of the QuickBooks for Mac file and send the journal entries to the QuickBooks for Mac user to import. In addition, the interface on forms and reports will be uniquely “Mac.” New! Import Journal Entries
QuickBooks for Mac users and the accounting professionals who support them will be delighted to see enhanced features in this product that mirror many benefits which Windows users have been enjoying for some time. What’s New and Improved in QuickBooks for Mac for 2014 This article is written in support of the course titled "What's New in QuickBooks for Mac" at the Intuit 2014 Accounting Professionals Virtual Conference.
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