What’s new in QuickBooks: May 2014
[Quick note: As of June 13, the QuickBooks blog has moved to qboblog.com. Follow us there!]
You told us loud and clear: there’s always room for improvement!
Based on your suggestions, here’s what’s new in QuickBooks:
- Hide financial numbers from view. Click the Private mode toggle at the top of the home page to hide sensitive information from passerby. (We call this “Starbucks mode.”)
- Access recent transactions in forms. Click the clock icon in the upper left of a transaction form (like an invoice or payment) to view a list of recent transactions.
- Richer sales form customization.
- We added a new template called “Fresh.” It’s like Bold but with no background color.
- We added the invoice number to the Friendly template.
- The Airy template is now window envelope compatible. Click the More tab to turn it on.
- More convenient timesheet entry.
- No more horizontal scrolling.
- You can now view subtotals by day.
- Receive payment by invoice number. Click the Find by invoice no. button at the top of the Receive Payment form.
- Save as you go. On most forms, click the new Save button, located to the left of the primary action button on the bottom right.
- Send statements from customer detail. You can send a statement from the customer detail page, not just from the group customer view screen.
- Finding a customer is easier. Now you can search for a customer by company or contact name on the Customers list.
- Smoother check printing. We improved the way you select, align, and print checks.
- “Other details” are now called “Notes.” Find this in the Customer Information window and the customer detail page.
- Drilling down to customer detail is easier. Click anywhere on a customer row to view their detail page.
- Service date is now the first column. The Service Date column is now on the left side of the table on your sales forms.
- Up/Down arrow keys support. Whether you’re making a journal entry, or entering a sales or deposit, you can use the Up/Down arrow keys to move from row to row.
- Better tabbing. Tabbing is more logical on the sales transactions and expenses lists, as well as the invoice, sales receipt, receive payment, expense, and check forms.
- Fixes to various features. This includes .bmp attachments, multi-recipient reminders, check balances, and markup calculations on products and services.
Don’t see this yet?
If your QuickBooks doesn’t look like the screenshot shown here, it means you haven’t been switched over to the new QuickBooks yet. Learn when the switch will happen for you. If you see the new interface but don’t see this kind of sales customization, it’s because we are running two versions of sales form customization in parallel. Don’t worry, we will make sure you get the winner soon.
Got an idea or suggestion?
Leave feedback by clicking the Gear icon in QuickBooks, and then click Feedback. This is the official way to get your ideas recorded and heard!Explore posts in the same categories: Features, Homepage, News, What's New