What’s New in QuickBooks 2014?

Posted on December 30, 2013 by

It is the goal of this column to answer questions about QuickBooks and how it is used in the REI arena. Know how to record transactions in the proper way and have your set of books in good shape when it comes time for taxes. It is our intention to do this by you, the members, submitting questions to Karen@smallbusinessadvisor.biz, and getting answers here in this column.

QuickBooks® Pro 2014

If you have QuickBooks® 2012 or older and are thinking about purchasing 2014 version – you are in for a surprise on how the program looks and some new areas that have been added. I will point out just a couple here but there are many more.

QuickBooks Pro® 2014 has a “What’s New” yellow bar on the side of many of the windows that have new features.  When you click on the bar an overlay feature will pop up to indicate where the new features are. Most of these are in your shortcut windows.  Once you have viewed them and are comfortable that you know the features you can turn off the yellow bar under the “Help” drop down list.  You can always turn it back on if you need to refresh your memory about a feature.

The INCOME TRACKER short cut has a lot to offer. This window lets you visually see at a glance and in detail who has open invoices and how much money is outstanding. At a quick view you can see totals for unbilled estimates, unpaid invoices, overdue invoices and paid in the last 30 days. There is a detailed list below these headers. While this gives you a quick view but if you are making collection calls I would run an “Open Invoice” report and/or a “Collections” report to actually make your calls for payments.

The LEAD CENTER is in the drop down for the Company.  In this window you can add a prospect with all their information and notes without using up your customer list space.  When they actually become a customer just a click of a button will move them over to Customer List and you are set to go with all their information in place if you entered it all in the Lead Center.  You can mark them as to Hot to Cold and keep specific information in the notes so when you follow up you know what your last conversation was. You can add them to the calendar that is in QuickBooks® to know when to do the follow up.

There is an APP CENTER which recommends a number of applications that will work with QuickBooks®. Such as: Mavenlink, e-Billity, Intuit DataProtect, Sales Force for QuickBooks® and many more.  The idea here is to provide you with additional tools to help you be more efficient in running your business.

If you have any questions on QuickBooks® 2014 or to help you decide if you need to upgrade, please feel free to call 770-356-1234 and ask for Karen.

Karen BershadKaren Bershad is The Small Business Advisor. Most small business owners have a challenge handling all the different areas of running a business. The accounting can be a challenge, particularly if the software seems overwhelming. The Small Business Advisor is what you may need to get you to the next level of your business. We work at your office or provide off site assistance in getting things under control by providing a wide variety of services that are specifically for the small business.

Contact Karen Bershad


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