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- QuickBooks Desktop Pro Manual - TeachUcomp, Inc.
Enter bills from vendors. Track sales and expenses, create estimates, manage customers, collaborate with your mac, and more. Create professional-looking invoices and let customers pay you by credit card or bank transfer. Enjoy QuickBooks on your desktop , smartphone, tablet, and the web. Easily create invoices and sales receipts to keep track of who owes you money, what they bought, and when they paid you.
With just a few clicks, you can log hours, bill clients, and add reimbursement expenses to your invoices. An ISO certified company. Toggle navigation. Key Features of QuickBooks Pro Easy to set up, easy to learn to use The New User Setup also includes coaching tips to help you navigate through your first tasks so you can get up and running easily.
Organize your finances all in one place See how your essential business tasks fit together on the QuickBooks Home page. Manage customer, vendor, and employee data Use the Customer, Vendor, and Employee Centers to manage key data easily. Get a consolidated view of your business with Company Snapshot Stay on top of your business by customizing your Company Snapshot.
Go paperless with online banking Securely download bank and credit transactions directly into QuickBooks. Everything you need in one spot Track sales and expenses, create estimates, manage customers, collaborate with your mac, and more. Still, that's not necessarily a bad thing. One feature we we're not too sure of, though, is the What's New option in the Help menu which, when turned on, highlights the design changes and new options with unmissable yellow pointers. Ribbons too An Office-like ribbon has also been added to some displays — when raising invoices, for example, where the ribbon across the top of the window provides quick access to four sets of categorised options.
It seems to fit the new interface quite well but, as with Microsoft's implementation, it's something you're likely to either love or loathe. And here's the new QuickBooks implementation, complete with ribbon across the top of the display:.
If you don't like the ribbon, it can be hidden. Also, the primary action button is now highlighted using a bright blue colour to make it a lot more obvious than in the previous version.
These too come in for a revamp, getting the same look and feel, plus layout adjustments to make them easier to navigate. Leads are added and managed using a list independent of customers, with the option of pasting from Excel for those with existing spreadsheet lists. Leads can be categorised and to-do items associated with each one; they can also be quickly converted to customers when a successful sale is made.
This is no match for a standalone application, but the new Lead Centre should satisfy the needs of most small businesses. Furthermore, you can still integrate QuickBooks with the popular Salesforce CRM product if you need to go beyond the built-in option. Packages and prices There are few changes to the packaging of QuickBooks , which is available in three desktop editions.
VAT provides basic invoicing and cashflow management, but is single-user only. A payroll option can also be added to QuickBooks Pro and the company file accessed and shared by up to five users. This version offers additional sales and expense forecasting, plus enhanced inventory management tools. The recently released QuickBooks Enterprise Solutions also gets the revamp, and for the first time in the UK there's an Accountant edition to enable professional accountants to manage the finances of multiple QuickBooks clients.
Existing users can get 20 percent off these prices, but whether they will be persuaded to upgrade is debatable. Some will, but for others there may not be enough new functionality to justify the cost and effort involved. When you buy through our links, we may earn a commission. Our process. Home Business SMB.
Existing users may struggle to justify the upgrade, but there's a lot in the product already and this refresh certainly won't do sales any harm.
Written by Alan Stevens on Sept. QuickBooks Pro Excellent. Raspberry Pi OnePlus Watch. Samsung Galaxy Xcover Pro. Show Comments.
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