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4 posts from August 2014

QuickBooks 2015: What New Features Are You Hoping to See?

I feel it in the distance...

The rumble of the QuickBooks marketing train is steadily increasing as we get closer to the release date of the QuickBooks 2015 product line.

When will it arrive? Past experience shows that the new versions of QuickBooks are unveiled in September or October. We'll see if that holds true this year.

SO, WHAT'S NEW?

Guess we'll have to find that out together as well. Be sure to subscribe to my blog for updates once I have a chance to sort out the facts with the QuickBooks 2015 lineup.

WHAT FEATURES ON ARE YOUR WISH LIST?

I'd love to hear what's on your mind when it comes to functionality you'd like to see in future editions of QuickBooks. Feel free to post your thoughts and comments in the box below!

Here are some of my past wish lists for QuickBooks 2013 and QuickBooks 2014.

MY TAKE FOR QUICKBOOKS 2015?

For 2015, I'm not going to put together a wish list.

In fact, I would prefer that Intuit simply skip a year of new releases entirely! (though that will never happen as they need to drive revenue for their shareholders)

Why would I prefer that?

I would much rather have the engineers and developers spend their time fixing the myriad of things that are not working in the current editions of QuickBooks, some of which have been trouble spots for years.

Things such as:

  • Memorized reports that get corrupted for no reason (known issue for years)
  • Average cost on inventory items can get totally whacked out if you ship an item negative (more on this whopper in a future post - known issue for years)
  • Display problems with QuickBooks 2013 and 2014 - you can't see various parts of the screen in some situations (i.e. can't see the Save and Close button)
  • The fact that QuickBooks is not certified to work with Office 2013 or Office 365
  • The way QuickBooks treats notes that carry over from older versions during the conversion process
  • The fact that no early alert system exists to let users know they are approaching the 14,500 limit for inventory items and names in QuickBooks Pro and Premier
  • Report filters that simply don't work as they are supposed to or missing filters (why can't you filter a job profitability report by job end date?)

You get the idea.

I will keep you posted on things as we get further into the 2015 product release. Until then...

YOU MAY BE ALSO BE INTERESTED IN:

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Does QuickBooks Have Multi-Location/Multi-Warehouse Tracking for Inventory?

If your business has the need to track inventory in multiple locations or multiple warehouses, you'll need to look beyond the core functionality of QuickBooks to obtain it.

The Pro, Premier and Enterprise versions all have the ability to track inventory of various types, but if that inventory isn't centralized, you'll need some help to keep score of how much is located in each location.

OPTIONS FOR MULTI-LOCATION/MULTI-WAREHOUSE INVENTORY TRACKING IN QUICKBOOKS

Currently, there are a number of solutions available to you. The right choice for your business depends on a number of things, including: your budget, functionality that may be needed beyond multi-location (i.e. you need barcoding too), cloud vs. desktop solution, how well QuickBooks tracks your inventory needs and other considerations.

Please review the options below for more details:

 

NEED HELP WITH INVENTORY IN YOUR QUICKBOOKS?

Take advantage of my thirty years of accounting, inventory and QuickBooks experience and put them to work helping resolve your concerns. Contact me today to arrange a consultation on your QuickBooks.

RELATED INFORMATION

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Why Do My Inventory Part # and the Description Show up on Reports?

Newer versions of QuickBooks (I believe this started with QuickBooks 2013) have a preference that allows you to show items on reports in the following ways:

  • Name only
  • Description only
  • Name and description

The default setting has been set to Name and description. While this works for some businesses, others prefer not to have it that way.

HERE IS THE FIX

Click Edit > Preferences > Reports and Graphs > Company Preferences (need to be in single user mode to get here). Look for the preferences as shown below and choose the best fit for your needs:

Save your preference, and you're all set!

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Frequently Asked Questions About Upgrading QuickBooks

Thinking about upgrading to a newer version of QuickBooks?

If so, chances are good the idea of upgrading is one to give you a pretty good case of heartburn. It's likely you have a number of questions about the process, such as:

  • Do I even have to upgrade?
  • What's the story with having to upgrade my QuickBooks every three years?
  • Do I lose any data when I upgrade?
  • Do I lose my customized forms and templates?
  • Is there a big learning curve to the new version of QuickBooks?
  • Can I do the upgrade myself?

DOWNLOAD MY FREE GUIDE - FREQUENTLY ASKED QUESTIONS ABOUT UPGRADING QUICKBOOKS

Grab your free copy of my publication - "Upgrading Your QuickBooks - How to Separate Fact from Fiction" today!

Get the answers you need to make an educated decision about making a move to a new version of QuickBooks.

ADDITIONAL RESOURCES FOR YOU...

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