Thinking about QuickBooks 2013?

Posted on June 27, 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.

Q: Does QuickBooks 2013 Integrate with Other Software?

A: Yes, in the following areas

  • Microsoft Word and Excel integration requires Word and Excel 2003, 2007, or 2010 (including 64-bit)
  • Synchronization with Outlook requires QuickBooks Contact Sync for Outlook 2003, 2007, and 2010 (including 64-bit) (downloadable for free at: www.quickbooks.com/contact_sync)
  • Email estimates, invoices, and other forms with Windows Outlook, Outlook Express and Mozilla Thunderbird, as well as web mail services such as Gmail, Yahoo! Mail, and Hotmail
  • Compatible with QuickBooks Point of Sale version 8.0 and later Note: Other Point of Sale Programs may or may not work well with QuickBooks

Q: Is QuickBooks Pro 2013 is right for me?

A: QuickBooks made a lot of changes in 2013.  At first it had a number of areas that needed to be addressed, but as time moves along these are being fixed.  In general QuickBooks is for:

  • Businesses who need full general ledger accounting
  • Businesses who need fundamental inventory control (clients with advanced inventory needs should consider QuickBooks Enterprise Solutions 13.0)
  • Businesses who need essential reporting (clients who need reports tailored to their industry should consider QuickBooks Premier 2013)
  • Businesses who want to be able to organize all their customer, vendor and employee information in one place

Q: Are there other improvements to QuickBooks 2013?

A: QuickBooks 2013 has additional improvements you’ve been asking for that make managing your books easier than ever:

  • Reports: Add favorite, recent and memorized reports to the home page
  • Print Bill: Print a bill to route for approval or file for record keeping
  • Billable Time and Expense Preference: When entering time or expenses, you now have the option to control whether QuickBooks automatically bills for them. Separate controls for time and for expenses.

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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