- QUICKBOOKS SMALL BUSINESS ACCOUNTING PRO 2012 UPDATE
- QUICKBOOKS SMALL BUSINESS ACCOUNTING PRO 2012 UPGRADE
- QUICKBOOKS SMALL BUSINESS ACCOUNTING PRO 2012 SOFTWARE
- QUICKBOOKS SMALL BUSINESS ACCOUNTING PRO 2012 PROFESSIONAL
You can, however, attach a document to a transaction without first putting it into the Document centre, in which case clicking the Attach button brings up the Document centre window. Intuit also added a Document centre, where you can add file attachments or scanned documents for linking to transactions (by clicking an Attach button on a specific transaction window).
QUICKBOOKS SMALL BUSINESS ACCOUNTING PRO 2012 SOFTWARE
Users who desire more-robust CRM functionality now have the option of integrating this software with through the new Salesforce for QuickBooks add-on (which I did not try out for this review).
Once a lead becomes a customer, you can easily move the lead data to your customer database with a single click. You can add lead information one entry at a time, or cut and paste multiple entries from an Excel spreadsheet (after moving columns to conform to the mapping that QuickBooks requires). Because QuickBooks previously had no such functionality, Intuit says some users were either maintaining lead info on spreadsheets (or other apps) or entering lead data into the customer database, which can produce some awkward reporting issues (distorting sales reports, for example). I’d like this feature more if it could integrate with whatever calendar you’re already using, but it has no support for third-party calendar integration.Īnother possibly useful innovation is the Lead centre, which provides basic support for tracking interaction with potential customers–essentially, a rudimentary CRM tool.
QUICKBOOKS SMALL BUSINESS ACCOUNTING PRO 2012 UPDATE
(Some Excel refresh features will take effect only after a software update within the next few months, Intuit says.)Ī new Calendar View lets you see upcoming events–deadlines for bills and invoices, to-dos, and such–in a calendar, as opposed to a list. You can also opt to initiate a data refresh from Excel itself, via the QuickBooks tab that appears in Excel. Reports can be an invaluable tool in figuring out what’s going on with your business, and the Contributed Reports library looks like a great resource.Įxcel mavens will appreciate the new ability to update an existing spreadsheet (in Excel 2003 or later) with new data–without losing the formatting you applied in creating the original. Although QuickBooks comes with more than 100 preset reports, the Contributed Reports library–accessible via a single click in the Reports centre–adds more than 1000 reports under the general categories of sales, employees, time and expense, and so forth. Several new features enhance QuickBooks’ already robust reporting capabilities, including the option to share customized reports you’ve created and access those made by others. A couple of screens request only very basic company ID information and the business type to set up a recommended chart of accounts after that, you can add data such as customer or inventory information, or go straight to common business tasks such as creating invoices or estimates, adding the data you need on the fly. No matter which version a new user chooses, Intuit continues to make getting started as painless as possible. However, most of the new features are also present in QuickBooks Pro, which should meet the needs of startup businesses that don’t require advanced inventory or invoicing functionality.
QUICKBOOKS SMALL BUSINESS ACCOUNTING PRO 2012 PROFESSIONAL
I looked at QuickBooks Premier 2012, the more expensive and full-featured edition, with versions tailored to accountants, contractors, manufacturers and wholesalers, nonprofits, professional service firms, and retailers. Related story: Intuit announces QuickBooks 2012, Salesforce add-on Although newcomers to small-business accounting (who must pay $230 for QuickBooks Pro 2012 or $400 for QuickBooks Premier 2012) can find less-expensive desktop or Web-based software, QuickBooks offers unparalleled flexibility, especially given the abundance of third-party add-ons, available on Intuit’s website, that enhance its functionality. None of that is meant to belittle Intuit’s track record for making software that helps small-business owners keep their books, assess their financial health, and manage many related chores such as payroll and bill payments. So unless you really covet a specific new feature–or face loss of online functionality due to Intuit’s ongoing sunset policy (which will affect 2009 editions in several months)–you have no need to spend the $200 to $360 that Intuit charges for upgrades to QuickBooks Pro 2012 and QuickBooks Premier 2012, respectively (prices are as of September 19, 2011).
QUICKBOOKS SMALL BUSINESS ACCOUNTING PRO 2012 UPGRADE
But this year’s model has no killer feature that would make the software a gotta-have-it upgrade for all existing users. The latest edition of Intuit’s market-leading small-business accounting software builds mostly on innovations made in previous QuickBooks editions, with tweaks that some customers may find useful.