QuickBooks for the Windows desktop includes many features that even a novice bookkeeper or accountant can use and understand how it works. Every few years, QuickBooks releases updated versions with added features and eliminates bugs and issues.
Quickbooks is accounting software designed to be helpful to individuals using it for personal finances and business owners using it for everything on the accounting side of business operations. Though QuickBooks is constantly adding features, the company is also aware of the old saying, “If it ain’t broke, don’t fix it.”
QuickBooks has a reputation and is the number one accounting software used by businesses and individuals. Therefore, understanding what it offers and how it works will be helpful for everyone contemplating using the popular software.
While there is other excellent accounting software, there is a reason QuickBooks has been on top of the market for years. It offers top features, remains user-friendly, and has a solid customer support system. Here is an overview of the latest version of QuickBooks.
Multiple Monitor Support
Intuit, the creator of QuickBooks, has added features that make work much easier. There are around three monitors that make work simpler and faster. The reviews on this feature showed that some people were very interested in this change, and some were disappointed with the implementation. People have also reported that their productivity and efficiency have greatly improved.
It was also found out that employees ranked the #1 request for multiple monitors from QuickBooks customers.
Search in the Chart of Accounts
People who need to work with many accounts will find this feature extremely useful. Although this is an old feature, it has proved to be helpful for many and remains a top feature for businesses. Most businesses will have more than one financial account, and this feature makes it possible to search between accounts easily.
Cash/Accrual Toggle
Another feature worthy of note is the easiness of switching the basis of your financial report. Those who need to use Cash and Accrual more often will find the flip extremely useful and helpful. Those who work their reports on a cash basis and then measure it against the accrual basis reports will find QuickBooks a life changer.
Reviews showed that before the release of this QuickBooks feature, it wasn’t a lot of hard work if you needed to switch from an accrual report to a cash report, but it sure was annoying. This feature reduces time and stress when dealing with these reports.
Past Due Stamp
If one of your jobs is to past-due invoices to your clients and customers, this QuickBooks feature will help you locate those clients that are past due in their payments. No one wants to land themselves in a situation where either they are not paid on time or not paid at all.
An invoice marked “PAST DUE” in red had to be sent out in the hopes that it would help speed up the payments. QuickBooks and the past-due feature automatically generate overdue invoices that are ready to print or email.
Keyboard Shortcuts
QuickBooks constantly introduces new keyboard shortcuts that are useful in copying and pasting the lines into transactions. New keyboard shortcuts are added with each new version of QuickBooks.
Inventory Report Changes and Additions
QuickBooks has a feature that makes it easier to modify or add to inventory reports. In the past, you had to execute multiple steps to add to an inventory report. QuickBooks currently has features that allow you to accomplish changes and additions with a few clicks.
Order Fulfillment with Mobile Barcode Scanning
QuickBooks has modernized and updated workflow processes by fulfilling open sales orders through “picking” inventory items. To use this feature, you will need compatible remote devices. One of these devices will then become a barcode scanner.
Merging Vendors
QuickBooks has a feature that merges multiple vendors. Reviews show that this feature helps save a lot of effort and time, whereas this was done separately in the past. With just a few simple clicks, this previously cumbersome task has become quick and easy.
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual bookkeeping, providing service to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud platform where their QuickBooks™️ file, critical financial documents, and back-office tools are hosted in an efficient SSO environment. Complete Controller’s team of certified US-based accounting professionals provide bookkeeping, record storage, performance reporting, and controller services including training, cash-flow management, budgeting and forecasting, process and controls advisement, and bill-pay. With flat-rate service plans, Complete Controller is the most cost-effective expert accounting solution for business, family-office, trusts, and households of any size or complexity.
