QuickBooks 2013 has arrived and the perennial question is - "should my business upgrade to it?"
Let's take a moment to review some of the new features in the US QuickBooks 2013...(the first set of new features listed below are available in the QuickBooks Pro 2013, QuickBooks Premier 2013 and QuickBooks Enterprise 2013 editions)
- MAJOR revisions to the "look and feel" and user interface in an attempt to streamline and simplify many screens and forms
- Ability to better track information about customers and vendors with redesigned centers
- Time and expense preference for billable expenses
- Ability to print a vendor bill
- Have bill credits print on check and bill payment stubs
- Show name, description or both for items appearing on reports
- Other enhancements only found in the Accountants Edition, which most small businesses don't use
These new features are found ONLY in QuickBooks Enterprise 2013:
- Default class assignments for items, customers or ledger accounts
- Inventory reorder reports now show available quantities
- Auto-create purchase orders
- Bin location tracking (requires Advanced Inventory add-on package)
- Bar code scanning (requires Advanced Inventory add-on package)
I'll be posting future updates about QuickBooks 2013 functionality in the coming weeks, so be sure to subscribe to this blog to stay updated.
SHOULD YOU UPGRADE?
If your business needs some of the specific functionality introduced in QuickBooks 2013, it certainly makes sense to consider an upgrade. For example, I know many clients have been begging for the ability to print a bill from within QuickBooks, so an upgrade may be justified in their case. Same goes for the ability to set a default class on transactions.
However, for the rest of us, my suggestion is to bypass this upgrade.
My guess is that you weren't clamoring for an overhaul of the interface in QuickBooks. I know I wasn't, especially since there are so many other issues and concerns that need attention within the software (see my wish list for QuickBooks 2013 here - they actually got a few of them, but many others need attention!)
Having worked with QuickBooks since 1999, my opinion right now is that this is one of the most underwhelming new releases I have seen in many years when it comes to improvements in the software. Will it change as the weeks roll on? We'll see...
A BETTER ALTERNATIVE?
Instead of investing in an upgrade to QuickBooks 2013, consider making an investment in getting more training and insight on how to be more efficient with your existing version of QuickBooks.
There are lots of training options available to you. One that I offer is called an "over the shoulder" review of your QuickBooks. During this session, we connect remotely and I virtually peer over your shoulder while you work, offering suggestions for improvement and conversation about QuickBooks functionality you may not know about. It is one of my most requested training packages. Contact me if you'd like to learn more about my "over the shoulder" sessions.
WEIGH IN WITH YOUR THOUGHTS ON QUICKBOOKS 2013
Am I being too critical of the new release? Getting cranky in my old age?
I welcome your input and feedback on your plans to upgrade or not or anything else relating to the new version of QuickBooks!