what is new in quickbooks desktop 2017 - fast trac consulting · 2016-09-27 · benefits quickbooks...

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What is New in QuickBooks Desktop 2017

All Industries including Real Estate Property Management

Gita Faust

[email protected]

215-579-1465

QUICKBOOKS 2017

WHAT’S NEW


Gita Faust Owner of Fast Trac Consulting, Richboro, PA

Member of Intuit Trainer/Writer Network

Author of Books and courses

- Contributed to QuickBooks ProAdvisor Advanced Certification Course

Speaker at QuickBooks Connect, Vacation Rental Managers Association, Sleeter Group

Honors & Recognition –

- Top Niche ProAdvisor – Real Estate and Property Management

- Top 100 ProAdvisor three years in row

Expert in QuickBooks, Custom Software and Integrated Applications

[email protected]

Accountant

mailto:[email protected]


Benefits QuickBooks Desktop 2017

QuickBooks 2017 was built with power users in mind. These are users that spend hours everyday in QuickBooks Desktop and do certain tasks repeatedly. These tasks include: • Creating and sending reports • Looking up customer and vendor information • Dealing with bills and checks especially in Multi-User Mode • Coordinate working with multiple users in the same company file

QuickBooks 2017 is intended to help these customers in several ways • Find information quickly with better search functionality • Up-leveling information within QuickBooks so it is easier to discover • Making reporting easier with enhanced reporting features • Improving the multi-user experience and requiring less switching to single-user mode


QuickBooks 2017 is Easier than Ever

Schedule Reports • Automate sending of reports via email

Find information quickly • Search as you type • In between amount search • Vendor/customer type

Reports Customization improvements • Show filters on reports • Enhanced selection of filter values

Up-levelling information

• Remind users of un-deposited funds • Showing company file name in deposit summary • Cleared flag on CC charges

Miscellaneous • Show the deleted user in audit trail report • Copy Line/Paste Line in timesheets

Multi User Experience

• Do More in Multi User Mode without Having to Switch to Single User Mode

• And more!!!


NEW! Automated Reports in Single User Mode Save valuable time by having QuickBooks create and send reports to your team regularly.

The new Scheduled Reports Center allows you to customize your reports and schedule them to be generated and emailed automatically. See all your scheduled reports in one place and decide which one to make active. You will also receive notifications about reports that did not get sent. . Set up and schedule customized reports.

All Desktop Versions

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Set up and schedule customized reports. Save valuable time by making sure reports are pulled and sent out regularly. Set a report schedule in QB and it will be sent automatically Once schedule is set, QB will send the report at the schedule time across multiple company files Not supported in Multi-User mode, Hosting & Multi-SKU installation


• One version of QuickBooks 2017 installed • Can only send Memorized Report • Creating Scheduled reports

• Single user mode

• Password protected

• Notification before 4 hours

• Five frequency time

• Name the email

• Use multiple emails, use semicolon

• First time

• Send an email to yourself as a test

• First email will be send only after one hour or top of the hour

Schedule Reports – You Must

• To send reports • Computer must be running, not on sleep mode • Software has to be open

• No other file should be open • If sending using Outlook, it should be open

• Change Preferences: • General

• Uncheck Keep QuickBooks Running


IMPROVED! Search as you type- Smart Search Save time with faster searching. Begin typing a name and QuickBooks automatically fills in the rest. Memorizing account numbers can be a pain. Now you won’t need to search the full chart of accounts to find that one client or memorize the exact name of every account or item.


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Find the exact information you need faster with smart search capabilities. Type any part of the name and QuickBooks show you the possible matches * ‘Automatically open drop down lists while typing’ preference should be on Edit – preferences – General tab. * Contains search will search for words starting with the search term.


IMPROVED! Smart Search In between amount search Also, you can now search between values to find a transaction without having to remember the exact amount.


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New range filter to all amount searches in QB New range filter in Edit > Find (Advanced) > Filters > Amount” Report > Customize Report > Filters tab > Choose Filter > Amount Edit > Search


NEW! Vendor and Customer Type Filter QuickBooks now provides two more new filters in custom search – Customer Type/Vendor Type. These filters will help you find the information you need faster and give you a new way to group and keep track of customers and vendors.


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When looking for customers/vendors of a certain type/category – no existing way to find them in customer/vendor center New ‘type’ filters in custom search


NEW! Report Filters Now one click is all it takes to see which filters have been applied to a report. Visible filters make it easy to reproduce memorized reports. The new filter tool also provides you with an easy way to quickly toggle back and forth between reports.


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Make reports more quickly and adjust them on the fly with visible filters.


NEW! Report Filters

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NEW! Report Filters

After


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NEW! Undeposited Funds Reminder It displays the number of pending deposits the user has to match after make a deposit to Bank on the navigation Home Page.


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Displays an badge on top of Record deposit - Navigation pane Helps users to take required action - Clear Separation & what should be tackled immediately It displays the number of pending deposits the user has to match after make a deposit to Bank


IMPROVED! Show Company File Name on Deposit Summaries Print Company name on Deposit summary in consistent to other QuickBooks reports. Quickly see which company’s deposit summary you are looking at with the ability to print your company name on deposit summaries.


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Print Company name on Deposit summary in consistent to other QuickBooks reports


NEW! Cleared Flag on Credit Card Charges QuickBooks Added a cleared flag to credit card charges to Easily see if a credit card charge is reconciled



NEW! Deleted User Name Appear in Audit Trail Track transactions by deleted users with better accuracy; show the name of the deleted user in the audit trail. Now you can purge old employees from your company file without loosing there transaction history.



NEW! Copy and Paste in Time Sheets Provide a menu item “Copy Line” to select the line and paste it into the another line. Save time when entering time sheet information by copying and pasting data from one line to the next



IMPROVED! Multi User Experience A QuickBooks 2017 makes it easier than ever to work with multiple users. There are now fewer instances that require users to switch between Multi-User and Single-User mode. It also has a built in communication tool to make switching modes easier. When you do need to switch modes, switching takes much less time.

Enterprise Versions

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Let multiple employees work in your books at once with new collaboration tools to make switching from multi-user mode to single-user mode easier.


IMPROVED! Multi User Experience Do More in Multi User Mode without Having to Switch to Single User Mode

Do More in Multi User Mode without Having to Switch to Single User Mode. • Pay bills • Print checks • Scan checks • Link Estimates to Invoice • Link Payments to Bills

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Presentation Notes

Let multiple employees work in your books at once with new collaboration tools to make switching from multi-user mode to single-user mode easier.


Contact me

215-579-1465

[email protected]

www.FastTracConsulting.com

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what is new in quickbooks desktop 2017 - fast trac consulting · 2016-09-27 · benefits quickbooks...

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