Simplifying action buttons

Posted March 28, 2014 by Paige
Categories: Uncategorized

[Quick note: As of June 13, the QuickBooks blog has moved to qboblog.com. Follow us there!]

Wouldn’t it be great if the blue button was always the one you wanted to use?

 

We recently adjusted the button so your last choice will be the main choice the next time you hit the page.

For example, let’s say the main button action was save and send on the invoice form, but you batch enter your invoices, doing ten at a time. If you click the dropdown and select save and new, you wont have to do it again because it will be remembered as the new primary button action. It’s easy to switch between save options with the dropdown if you’d like to change it.

This is also the case for the email flow (note the dropdown selector):

 

As a heads up, your feedback about the structure of the dropdown choice on the button has led us to make another slight adjustment next month. You can expect it to look like this:

Hope this helps! If you want more info on speeding up your data entry, check out our other post on keyboard shortcuts.

Keyboard shortcuts and other ways to speed things up

Posted March 24, 2014 by Paige
Categories: Tips & Tricks

Tags:

[Quick note: As of June 13, the QuickBooks blog has moved to qboblog.com. Follow us there!]

You want it fast? Leverage keyboard shortcuts. They’re the quickest way to navigate QuickBooks so you can get in and out and back to business.

These are the shortcuts that the team has built into the new QuickBooks so far:

To pull up a list view of all your shortcuts, press [ctrl]+[alt or option]+[/ or ?] simultaneously.

We’re making transaction entry faster in other ways, too. Here are a few other changes you should see soon:

  • your last action (like save and new or save and close) will become the primary action the next time you need to use it
  • you’ll be able to tab across form fields in sequential order

We hope these changes will help you enter transactions more quickly and easily. Got other ideas for shortcuts and speedy data entry? Let us know.

What’s New in QuickBooks: Banking

Posted January 23, 2014 by qbojen
Categories: Features, News, Product Management

Tags: , , ,

[Quick note: As of June 13, the QuickBooks blog has moved to qboblog.com. Follow us there!]

Here’s an update about our new Banking page—formerly Downloaded Transactions—coming in the newest, latest version of QuickBooks. We plan to have the new page available for our US customers in the next few days if you haven’t already been updated (Improvements for our customers outside the US are coming in the next few months.)   All of the functionality of the current Downloaded Transactions page is still available.  Some of these changes are small but they’ll have big impact in getting bank transactions in quickly and correctly.

Here’s what we’ve been working on:

Improved performance/iPad friendly.  We’ve rebuilt the page to use the latest user interface infrastructure.  This has two big advantages.   One is performance.  If you connected your bank or credit card, you’ll see much faster page loading. Our engineers say most folks will see page load times less than 2 seconds.  The second advantage – it makes the banking page iPad and iPhone browser friendly.  Soon you’ll be able to do all your DTX tasks on your tablet or phone browser.  We’re still working out a few bugs here but you can check it out once it’s available.

Accounts front and center. We moved accounts up near the top of the page and made key bits of info much more obvious.  Each account has its own “card,” which shows details like connection status, bank balance, QuickBooks balance, and number of new transactions.

 DTX Harmonized for blog

Expanded row instead of a Details tab. We heard from customers that the Details tab was covering up the row below.  Now, clicking a transaction expands its row, showing you details without covering up the next row (like the Details tab did). We also heard that for those of you who always enter in a Memo line, it was a real pain to have to click Details on every row.  Now it’s one click into the row instead of two.  

Expanded row picture

Easier transfers. We’ve made it simpler to label any bank transaction as a transfer. Just select the Transfer option within a transaction’s expanded row.  (Tip: Did you know that a transaction that pays off a credit card is a transfer in QuickBooks?  It’s transferring money from a checking/savings account to the credit card liability account.)

Transfer picture2

Two columns for amounts. We separated amounts into two columns: Spent and Received. If you’re like us, you sometimes have to think twice about what a negative number means. Two columns makes the money coming in and going out much more obvious. That’s a good thing.

Intuitive action buttons.  When you expand a row and select an option—add, match, transfer—the button at the end of the row smartly changes to match the action you selected—Add, Match, Transfer.

Expenses are expenses are expenses. We’ve done a better job analyzing electronic transactions to make sure expenses get added to QuickBooks as expenses rather than checks. Actual check transactions are still added as checks, of course.   Credit card transactions come in as expenses with credit card as the payment method.

Some big changes, some small changes.  Please, as always, give us feedback about them and how they work for you.   Stay tuned for more improvements to the Banking page in coming months to make it even faster to get the transactions into QBO.  If you have specific improvement requests, please use our User Voice to put in suggestions and vote on existing suggestions. Be sure to use our new Banking category to label the idea so we can easily sort it out.

Just starting out with bank feeds?

Not using bank feeds? Haven’t connected an account yet? Connecting can save you tons of time. When you download bank or credit card data, there’s no need to enter expenses manually or do a big month-end reconciliation. QuickBooks pulls in the data nightly for you. You just confirm and add the data or match to existing transactions and you’re done.  Nothing gets entered in your books without your approval.  We connect to over 16,000 banks worldwide and we’re adding more weekly.  If you don’t see your bank when add a connection, you can put in a request for us to add it.

Here are a few more tips for those just starting with bank feeds.

  • We recommend connecting both your bank and credit card.  You’ll save more time this way.  You can also connect your Paypal account.
  •  If you can’t connect to your bank (either because we don’t have it or a connection issue) you can still get data in by doing a File Upload.  We support uploading of OFX and QIF file types.  You’ll now see the File Upload option under the Update button in the top right.
  • When you first pull in your data, you may have a lot reviewing and categorizing to do.  This will get easier over time because we’ll remember the category you gave a customer/vendor from the previous time. You can also always use the checkboxes to select multiple transactions and use the batch actions button to categorize or accept in bulk!
  • For connection issues and resolution, look to our help topics and community for help.  There are great articles on  how to get connected and common error codes.  In addition, community experts and support reps can often help on the community forum.  And of course our support team is always available to help.

Not seeing this version yet?

These features are in the new version of QBO today, but for those of you who started out on the previous version of QBO, we are moving those companies to the new version over time. Our goal is to ensure a smooth transition for every customer. With over 500K companies on QBO, that is a tall order! See this post for more details: https://community.intuit.com/questions/791220-how-do-i-switch-to-the-new-version-of-qbo?jump_to=answer_1832181 For a better understanding of why all these changes were made check out our previous blog article outlining details around the changes: What’s changed in QuickBooks. QuickBooks loves saving you time and getting you paid faster and we hope this overview helps get you started. If you have additional questions on using QuickBooks Online please visit our Live Community where you can quickly get answers to all your accounting questions.

Join the “geeks” and learn more about the New QuickBooks…

Posted January 21, 2014 by aimeecharlton
Categories: Events

Our geeks are standing by. Come join the fun!

Our geeks are standing by. Come join the fun!

On Jan 23, dedicated QuickBooks experts (our geeks) will be answering questions about the new QuickBooks. Join our online Intuit Community event and we’ll help you:

  • Find and use all your favorite QuickBooks features
  • Get grounded and familiar with the new look
  • Discover new features and improvements

Just submit a question, tag it with “update2newqb”, and experts will be online to quickly respond. Oh, and did we mention, register and attend the “Update to the new QuickBooks” Intuit Community event, and you’ll automatically be entered to win a FREE iPad2? Register now for a chance at an iPad! ›  On the day of the event (Jan 23rd, between 9am – 1pm PST):

  1. Go to the community and sign in. Use the same credentials you do when signing in to your QBO company.  Or if you’ve created a unique profile for community, sign in as you normally would.
  2. Click the Submit your question button at the bottom of the page.
  3. Make sure the appropriate QuickBooks Online product is selected.
  4. If you’re not sure which topic your question applies to, no big deal, selecting a topic is optional.
  5. Give us as many details about your question as you can in the Add more details section.
  6. Important: In the Add tags section, make sure “update2newqb” is listed so our experts can find it quickly to provide an answer.

Hope to see you there!

* No purchase necessary. Odds of winning depend on number of people who register.One registration per person allowed. The winner will be contacted using the registration information.

What’s New in QuickBooks: Customer Payments

Posted January 13, 2014 by Paige
Categories: Features, payments, Tips & Tricks

[Quick note: As of June 13, the QuickBooks blog has moved to qboblog.com. Follow us there!]

We’ve made getting paid easier in the new QuickBooks Online. Taking payments in a way that saves you time and increases accuracy helps you spend less time worrying about your books and following up with customers on overdue invoices. Invoicing with payments provides clear tracking (when it was last viewed), quick communication via a messaging feature that works both within QuickBooks and your email client, and anywhere payments flexibility (customers can pay you from their phone, tablet or computer).

Getting Started is Simple

If you haven’t signed up for payments, click the gear icon in the top right and select Your Account. Click Upgrade and add Payments. We will ask some basic questions about your business and where you want your money deposited. Typically, you will be approved for payments the day you request the feature be enabled. Credit card processing should work immediately and bank transfer capability will be built into your account within two days.

How does it work?

Before you had to think about two payments solutions, QuickBooks Merchant Services and Intuit Payment Network. We’ve simplified things. It’s now just QuickBooks Payments. You can still get paid on your emailed invoices for just 50 cents via ACH (electronic bank transfer) and process credit cards within QuickBooks and QB Mobile. Check out our payment site for more details around pricing.

To top it off, we automatically update your books when your money settles and the funds are available. We use unique ID numbers to auto-apply payments to batch deposits, eliminating guesswork and missing payments. It means less work for you and improved accuracy.

You can:

  • Take a deposit, pre-payment or down payment on an invoice.

  • Let a customer pay an invoice online (from their phone, tablet, or computer).

  • Set up a automatic payment for your customers (simply select “Make Recurring”).

  • Take a one time payment (sales receipt) or payment against an invoice (receive payment).

  • Swipe cards or type them in.

Online Invoicing and Payments

If you have a payments account, you can send an invoice to your customer and give them the option to pay by ACH (electronic bank transfer) or by credit card. You can set your preferred payment method when you email the invoice (the complete control you asked for).

When your customer clicks on your invoice email to view it, this is what they will see.

The payment method(s) offered to the customer will be what you have set in QuickBooks. You can see that a customer can send you messages, and you can respond to them right in QuickBooks.

You will see a corresponding activity feed at the bottom of the invoice in QuickBooks.

You can also see when the invoice has been viewed and paid at a glance from your sales transaction list.

Note: If you aren’t using QuickBooks Payments yet, you can still use online invoicing, you just won’t have an activated pay button or the posting and matching of the payment to the invoice in QuickBooks automatically.

Deposit and Fee Reconciliation

If you process payments through QuickBooks or the QuickBooks Mobile app, you’ll soon discover the magic of the new QuickBooks Online.

Let’s say you take a payment from a customer in QuickBooks. You mark that invoice as paid and the money sits in Undeposited Funds.

Now, when we deposit your money into your bank account, we’ll automatically record a Bank Deposit with the associated transactions and record an Expense with any Payments fees.

Just think—all the payments you took through emailed invoices and QuickBooks automatically move from Undeposited Funds to your bank register while you sleep.

Already Using Payments?

If you already use the Intuit Payment Network (IPN) or QuickBooks Merchant Services, you don’t need to worry about bringing your account over to the new QBO experience. We will take care of it for you. There will be some noticeable differences between IPN and the new online invoices. All critical components will remain and new features like tracking and conversation functionality have been added. Please note, there will no longer be a link on the invoice PDF. The recipient must click on the invoice email to view your invoice. You can always add a PDF attachment of the invoice to the email if you wish to do so.

Are there payment features you want to see?

Want to see more? Have an idea for which payments feature we should work on next? Great! Visit our feedback page and vote on ideas or submit your own. It’s always best to search and vote on existing ideas that are similar, but if you can’t find anything feel free to add your idea and categorize it as Payments (if it’s payments related).

Not seeing this version yet?

These features are in the new version of QBO today, but for those of you who started out on the previous version of QBO, we are moving those companies to the new version over time. Our goal is to ensure a smooth transition for every customer. With over 500K companies on QBO, that is a tall order! See this post for more details: https://community.intuit.com/questions/791220-how-do-i-switch-to-the-new-version-of-qbo?jump_to=answer_1832181 For a better understanding of why all these changes were made check out our previous blog article outlining details around the changes: What’s changed in QuickBooks. QuickBooks loves saving you time and getting you paid faster and we hope this overview helps get you started. If you have additional questions on using QuickBooks Online please visit our Live Community where you can quickly get answers to all your accounting questions.

What’s New in QuickBooks: Search

Posted January 6, 2014 by markabasler
Categories: Features

[Quick note: As of June 13, the QuickBooks blog has moved to qboblog.com. Follow us there!]

The new QuickBooks Search has been enhanced to locate transactions using two different modes that offer a wide range of functionality. The Basic Search can be used to locate transactions quickly with a single piece of criteria. The Advanced Search can be used with 0-3 pieces of criteria, including ranges, to narrow the search results to a specific transaction sub-set.

The Classic Find provided a simple search with 1 piece of required criteria and didn’t have the advanced functionally to further refine the search now available. It also didn’t offer the feature to search the specific transaction line-items values that is extremely useful when working with transactions like Journal Entries.  The results were shown in a simple table with fixed columns where further refining and extended use of the results wasn’t possible (e.g. sorting, paging, printing & exporting to Excel). You told us you wanted a better find and we hope this is an improved experience.

Basic Search

The search is now a global element that is always available to you from the top navbar via the magnifying glass icon. This was a great suggestion from you and we think it makes searching anytime you want across the product much easier. The Basic search allows you to find transaction(s) quickly using a single piece of criteria.

Select Search from Top Navbar Magnifying Glass Icon

The format of the search value determines which transaction field is used for comparison.  If there is only one search result, the transaction is “opened” in the appropriate page.  If more than one result is returned, then the results are displayed on the Advanced Search page, where further critiquing to the search criteria can be completed.

The following 3 types of searches can be executed as part of the Basic Search:

Transaction Date Basic Search:
If the search value is in date format (locale specific), then transactions that have dates equal (=)  to the value are returned.  For example:

  • In the United States, mm/dd/yyyy (12/25/2012) or m/d/yy (1/2/13)
  • In the United Kingdom, dd/mm/yyyy (25/12/2012) or d/m/yy (2/1/13)
  • In the Canada, dd-mm-yyyy (25-12-2012) or d-m-yy (2-1-13)

Transaction Amount Basic Search:
If the search value starts with the currency symbol (locale specific) or contains a decimal point “.”, then transactions that have amounts equal (=)  to the value are returned.  For example:

  • In the United States & Canada, $## ($100) or ##.# (100.00 or 100.)
  • In the United Kingdom, £## (£100) or ##.# (100.00 or 100.)

Transaction/Reference Number Basic Search:
For any other basic search value, then transactions that have Transaction/Reference  containing (~)  the value are returned.  For example:

  • 1001, 100-1, inv-001


Advanced Search

For the times you need a more detailed search we have built an Advanced Search, accessible from the Basic Search box via a link below the search box. The Advanced Search can be completed across “All Transactions”, “All Transaction Lines” or a specific transaction type based on your role & product SKU.

Advances Search Page Types

Depending on the type of Advanced Search, different transaction fields can be used as criteria. For the “All Transaction Lines” & “Journal Entities” search types, line-item fields have been added in places to enable a more entity centric search.  For example, when using a “All Transaction Lines” search, the “Line Amount” has been added to help locate a specific transaction line.  This is every useful when trying to find a specific Journal Entry.

Advanced Search Line-item Fields Values

Each field has a specific set of operations (e.g. equal (=), contains (~), greater-than (>), less-than (<), etc.) that are deemed appropriate for the field.  Convenience operations for Date & facilitated value entry for Names (Customers, Vendors and/or Employees), Accounts & Items/Services are supplied to enable ease of use.  Each Advance Search can have from 0-3 pieces of criteria that are “AND”ed together to help narrow the results of a search.

Advanced Search Operators and Convenience Values

The Advanced Search can be triggered in multiple ways:

  • Criteria are entered and the “Enter” key is hit.  This action clears the previous search filters and executes a single filter search.
  • Criteria are entered and the “Search” button is clicked.  This action clears the previous search filters and executes a single filter search.
  • Criteria are entered and the “Add Filter” button is clicked. This action adds a filter to the previous search filters and executes the search.  If more than 3 pieces of criteria exist, a warning will be displayed.  To add the criteria one of the existing filters must be deleted.
  • A filter breadcrumb is deleted by clicking the “X” to the right of the filter

Advanced Search Executed

Range Advanced Searches

Range searches can be performed on date & numeric fields to help refine a search.  For example, if searching across “All Transactions”, the following steps would add a date range for all transaction dates in  2013:

  • Select the “Date” field.
  • Select the “After” (>=) operator
  • Enter a date (e.g. 1/1/2013)
  • Click “Add Filter”
  • Select the “Date” field.
  • Select the “Before” (<=) operator
  • Enter a date (e.g. 12/31/2013)
  • Click “Add Filter

Advanced Search Range Executed

Other Advanced Searches

Exact or Contains searches can be performed on fields with facilitated values.  For an exact (=) search, choose a value from the provided list and execute the search.  For a contains (~) search, enter an partial value and execute the search.

For example, if searching across “All Transactions”, the following steps would search for “Name”(s) that contain the value “test” (case insensitive):

  • Select the “Name” field.
  • The operator defaults to “Contains or Equals”
  • Enter a name “test” (the list box will show values, but don’t select them, if you do an exact search will be done)
  • Hit Enter or click “Search” or click “Add Filter”

Advanced Search Name Entry

Advanced Search Name Entry Executed

Advanced Search Results

Most search types return transaction level values in a grid where the results can be further refined or can be used in different ways  (e.g. sorting, paging, printing & exporting to Excel). For the “All Transaction Lines” & “Journal Entity” search types, line item values are returned in the grid, so the proper line-item can be identified more quickly.  Clicking on the a result row will open the transaction in the appropriate page. If a Contact name is clicked on, the user will be navigated to a contact centric page.

The advanced search result grid (and most grids within the new QuickBooks) has the following features:

  • The results can be sorted by enabled columns by clicking on the column’s header (1).
  • When more than one page of results is returned, the results can be paged through by clicking on the icons on the bottom right corner of the grid (2).
  • The results can be printed by clicking on the printer icon on the top right corner of the grid (3)
  • The results can be exported to Excel by clicking on the export icon on the top right corner of the grid (4)
  • The result columns presented can be altered by clicking on the settings icon on the top right corner of the grid (5)

Advanced Search Name Results

Not seeing this version yet?

These features are in the new version of QBO today, but for those of you who started out on the previous version of QBO, we are moving those companies to the new version over time. Our goal is to ensure a smooth transition for every customer. With over 500K companies on QBO, that is a tall order! See this post for more details: https://community.intuit.com/questions/791220-how-do-i-switch-to-the-new-version-of-qbo?jump_to=answer_1832181

For a better understanding of why all these changes were made check out our previous blog article outlining details around the changes: What’s changed in QuickBooks

This concludes our brief overview of QuickBooks new search functionality.  If you have additional questions on using QuickBooks Online please visit our Live Community where you can quickly get answers to all your accounting questions.

End of year questions? Check out Community for the answers.

Posted December 19, 2013 by aimeecharlton
Categories: Uncategorized

If you have questions about what to do to close out your books for the end of 2013, Community is a great place to get your answers. We’re sponsoring several upcoming events specifically for year-end questions.

When: Dec 20, Jan 10, and Jan 24, 9:00am PST – 1:00 pm PST
How:
1. Go to https://community.intuit.com and login. (If you don’t have an account, click Sign In and then “Create an account.”)*
2. Post a question and use the tag EndofYear (found at the bottom of your post) and what Intuit product and version you’re using.

Accountants, Intuit employees, and other small business owners like you will be waiting to answer your questions. We’ll send you an email when your question has been answered.

Other Year-end resources to check out:
Preparing Year-End Finances for Seamless Tax Filing
How to Get Organized for Filing 1099s

*P.S. For those who haven’t participated in our Community yet in general, now’s the time!  It’s THE place to go for any question you might have about the New QuickBooks Online. Once your profile is all set up, you can search for answers or ask a new question anytime! When you search just make sure to filter your results on the left by product, you can use this link to start already filtered by QuickBooks Online.


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