What's New in QuickBooks 2015

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1 Presented by MENDELSON CONSULTING Founded in 1992 Local, national, and international Industry awards: VAR Stars (Bob Scott s Insights) Killer VAR (Accounting Technology mag) Technology Pacesetter (Accounting Technology mag) Top Technologist (Sleeter National Consultants Network) Top 100 ProAdvisor (Intuitive Accountant) 10/2/ Needs analysis Project management IT Services Bookkeeping services QuickBooks network specialists Data corruption Data conversion Custom reporting 3rd party add ons Software training Complex QuickBooks Solutions

2 MENDELSON FRANCHISE SOLUTIONS MENDELSON ACADEMY 10/2/ Concept started at SWR Library! 2005 First paid/sponsored event 2006 present Facilitator at national events 2011 Our very own premises 2012 State of the art training facility opens! More than teaching learning 10/2/ Mario Nowogrodzki, CPA/CITP Master of Acctg Info Systems Original Intuit Solution Provider Advisory Council Intuit Trainer/Writer Network Catherine Fisse Senior Product Manager, Financial Management Solutions, Intuit 10/2/2014

3 Pro / Premier / Enterprise Solutions Improved Reporting Design Field Search Boxes in Filters Comments on Reports Send Multiple Reports in Single Add Mfr Part Number to Forms Select Sales Order Lines to Invoice Terminate QuickBooks on Workstation Enterprise Solutions Disallow Negative Inventory Quantities Hide Opening Balance Fields Totals on Columns Show Cost on Sales Forms Ability to Sort on Columns Shaded Lines on Transactions Stock Status Improvements

4 More Control Over Your Data Customize Transactions in More Ways Work More Efficiently Improvements Based on User Suggestions Advanced Reporting Disallow Negative Inventory Quantities Hide Opening Balance Fields Disallow Sales to Overdue Customers Preference to not permit inventory items to be oversold (go negative) With the preference enabled, users cannot save an Invoice or Sales Receipt Does not change current inventory Items that have negative on hand quantity

5 Prevents users from adding an Opening Balance amount when creating Customers, Vendors, etc Avoids the issue created when users enter both an Opening Balance and a transaction for the same amount Preference to prevent sales made to customers with overdue balances Previous versions would warn the user; now it prevents the transaction from being saved Total Columns Print Footer Only on Last Page Show Cost on Sales Forms

6 Expanded use of the Subtotal item type Create Subtotal items for Amount, Quantity, Price or Cost Include the new Subtotal items on purchase and sales transactions In Additional Customization settings of templates Suppress the entire footer until the last page Forms look more professional In Additional Customization settings of templates Displays the default cost from the item record Display only, does not show on printed forms

7 Sort on Columns Search Within Transactions Shaded Lines on Transactions Shortage Report Stock Status Improvements Choose to sort on any column by clicking on the column header Printed forms will retain the new sort order saved Text or numeric values can be typed into the search field on transactions Values that match are highlighted in yellow Saves time when scanning a long transaction

8 Alternate rows are shaded Efficiently scan a lengthy transaction or report EG, improves accuracy of picking items from a list in the warehouse Report on missing items needed to build assemblies and subassemblies Access the report from the Build Assembly window, filtered for the displayed Build Report includes option to include/exclude quantity on Sales Orders Report now permits you to add all components needed to build assemblies and subassemblies (= Full Assemblies) Select to hide zero QOH items Previous versions did not factor in items needed for subassemblies or pending builds

9 1. Estimates automatically closed after converting to Invoice (no longer show up as available to turn into an invoice) 2. Column and filter for Other 1 & Other 2 fields to multiple reports 3. Active/Inactive filter on Names to 11 reports 4. New filter in Inventory Center: All Inventory & Assemblies 5. Ability to add customer PO# column to Transaction tab of Customer Center 6. Indicator when the Time/Costs window contains billable items 7. Ability to move subset of items from Sales Order to Invoice 8. Restore image files to expected location 9. Do not warn users when they add duplicate items on transfer if lots are enabled 10. Added Preferred Delivery Method as a column to reports 11. Added Preferred Vendor as a column and filter on Stock Status reports 12. Ability to add mfr part # column to Sales Orders, Estimates, and Purchase Orders 13. Added warning when inactivating an item with any quantity (positive or negative) 25 Access QuickBooks data for custom reporting previously not available

10 New more modern design Background shading improves efficiency in scanning reports Improved row alignment and indentation Search for field names in report filters Field names listed in alphabetical order Interpret reports better by adding report comments

11 Use Process Multiple Reports to efficiently attach multiple reports to a single Avoid having to save reports and then attach them individually Modify templates to include the Manufacturer Part Number from the Item record EG, useful for documents that need to identify the marketplace ID for the part New checkbox for selecting items to invoice Previously, users had to put in a Qty of zero for nonbillable lines

12 Permits the Admin user to close QuickBooks on a workstation even with unsaved data Useful for tasks that require single user mode Accountant Toolbox For accountants who work on their client s file at client s site (physically, remote in or hosted) Enables accountants to take their QB Acct tools with them Log into the file as the External Accountant Access these tools from within client s QB Pro/Premier 2015

13 Pro / Premier / Enterprise Solutions Improved Reporting Design Field Search Boxes in Filters Comments on Reports Enterprise Solutions Disallow Negative Inventory Quantities Hide Opening Balance Fields Totals on Columns Ability to Sort on Columns