QuickBooks 2014 Bank Feeds

One of the areas that needs improvement in QuickBooks is how they deal with online banking  – importing transactions from your bank to add and reconcile your bank accounts with your QuickBooks file. With QuickBooks 2014, Intuit has made quite a few changes that is moving this in the right direction. Let’s take a look at the new QuickBooks 2014 Bank Feeds feature.
Note that this is not a tutorial on how to use the feature, I’m just giving you an overview of the changes.

Bank Feeds vs. Online Banking

Let’s get a one thing straight here – what do they mean by “bank feeds” and how is that different from “online banking”?
Intuit found that there was some confusion regarding terminology here. They’ve had “online banking” as a feature in QuickBooks for many years – as in, the ability to download transactions from your bank or credit card to see what transactions have cleared, match transactions from the bank with transactions in your QB file, add transactions that you haven’t entered in QuickBooks yet, and to see the current account balance.
If you ask a group of QuickBooks users if they use “online banking”, a good majority will probably say “yes”. However, if you look at how many people actually use the “online banking” feature in QuickBooks you’ll find that instead, only about 15% of QuickBooks desktop users actually use the feature that you find in your QuickBooks menu. That is because the term “online banking” is confusing, people that say that they are using this are also thinking about logging in to their bank accounts online (outside of QuickBooks) to view statements, make payments, pay bills, and more. Activities that aren’t limited just to what you do in QuickBooks.
So, Intuit decided to rename this feature to be “Bank Feeds”, to differentiate it from the more expansive definition of “online banking”. Instead of selecting Banking and then Online Banking as you do in QuickBooks 2013, now you will select Banking and then Bank Feeds in QuickBooks 2014.

Only 15% Use Bank Feeds?

Do you use the QuickBooks online banking or bank feeds feature? I’ll be honest – even though I’ve been using QuickBooks for my business accounting since 2005, and I immerse myself in the details of how to use QuickBooks every year, I haven’t been using this feature. And, I’m not alone. Why don’t people use the feature?
Intuit did some research and compared the feature in QuickBooks with other products, such as Mint, Quicken, QuickBooks Online and Xero. They looked at these three areas:

• Connectivity: How hard is it to initiate a connection to your account and is there an additional fee for that?
• Usability: Is the feature easy to use? Is the user interface easy to work with?
• Automation: How much of the chore of reconciling your online bank account with your QuickBooks file can be dealt with automatically so you don’t have to work through all the details?

Intuit’s research showed them that the Online Banking feature was far behind what is found in these other products.  So, with QuickBooks 2014 Bank Feeds, they worked to improve the user experience in the QuickBooks desktop product in each of these three areas.

QuickBooks 2014 Bank Feeds

To use the new Bank Feeds feature you need to enable it in your Preferences.

In QuickBooks 2013 we had Side by Side Mode and Register Mode. Now we have Classic Mode, which is the same as the old Register Mode that has been around for years, and Express Mode. Is this just a renaming of “Side by Side” to “Express”? Well, not really. Express Mode is essentially the Side by Side Mode with an improved user interface and better “rules”. When you dig down, you’ll see the old side by side mode is still working underneath.
Let’s take a look at how Intuit is addressing each of these three areas with the QuickBooks 2014 Bank Feeds feature. Note that this is not a tutorial on every aspect of the new feature – for detailed help you’ll want to look at the upcoming book QuickBooks 2014 In Depth by Laura Madeira.

Connectivity

The first thing you have to do is to connect your QuickBooks accounts with your bank or credit card accounts.

QuickBooks 2013

In QuickBooks 2013 you had two ways to connect – Direct Connect and Web Connect.

Web Connect is usually free – you download a file from your bank website and then “open” that file to apply the records to your QuickBooks file. This is a time-consuming manual task that is inconvenient. Many banks offer this file, but not all.
Direct Connect is simpler – once you connect your online bank/card account to QuickBooks you can easily transfer the information without having to log in through a separate browser and manually download a file. The problem is that this usually is not free and some banks don’t offer this option.

QuickBooks 2014

Is this improved in QuickBooks 2014? Well, there are a few improvements, but at this time they aren’t all that significant. The setup process has been reorganized and leads you through the steps. I’m not showing all of the steps that you’ll take – the big difference here is that after you select your bank you’ll see this screen IF your bank offers a Direct Connect option.

So, has Intuit improved the Connectivity aspect of Bank Feeds? Looking at the R1 release, I would have to say “not a whole bunch”.  It is much easier to get bank information in a product like Mint or Quicken than it is here.
HOWEVER, this is an area that Intuit is investing time in, and I expect that you’ll see some big changes here in the near future. We’ll have to see what they can do!

Usability

How easy is it to use Bank Feeds? This is an area where Intuit has made a lot of improvements.

QuickBooks 2013

Let’s start by looking at the “Side by Side” mode in QuickBooks 2013. First you open the Online Banking Center, where you see the summary information on your accounts.

If I want to work with one of the accounts, I click on it in the list in Items Received, and I see the list of transactions on the left. You have to click on an individual transaction to open the window on the right (which is a bit crowded) to be able to see the transaction detail on the right.

You also can click the Add Multiple button in the prior window to get a list of transactions to work with. This is a bit faster to work with when you have a lot of transactions, but you can’t easily do “splits” or other actions from this list.

QuickBooks 2014

Now let’s look at how this has changed in QuickBooks 2014. Here’s the Bank Feeds window, which uses fonts and colors in the standard fashion that we expect in the newer user interface. This is clean and easy to read – I particularly like the improvement in the bank account list on the left side.

Click on the Transaction List button and you see a list of all of the transactions that are waiting for you to look at. You can easily apply different actions to each transaction, you can click on the colored bar at the top to filter the list by different status types. This is an easier screen to work with than the older “side by side” screen, and because you have the “action” list on the right side it is easier to work with than the “add multiple transactions” list from before.

It is important to note that you haven’t lost any of the features of the “side by side” approach from before. The transactions list view is a layer added on top of the side by side feature, providing you with additional capabilities and an easy way to work with a lot of transactions quickly. If you select the Add More Details option from the Action list, you will see the underlying screen that is essentially the detail view of the old side by side approach.

Automation

This is another area where Intuit has been working on adding improvements. It is important that the Bank Feeds feature save you as much time as possible, and the best way to do this is for the program to automatically classify transactions for you. QuickBooks does this by creating “rules”. In addition to applying rules that you create, if the program can create new rules for you based on your actions, the speed of the system improves dramatically the more that you use it.

QuickBooks 2013

QuickBooks 2013 had very simple rules, just a way to search the downloaded name for certain values and then renaming the transaction to a particular vendor.

QuickBooks 2014

Here’s the rules feature in QuickBooks 2014. In addition to being able to classify the name, you can set the category for the rule as well. This is a big improvement. As you go through the transaction list and name/categorize transactions, QuickBooks will learn from your actions and will create rules of its own.

What Do I Think?

I remember the hullabaloo that people raised back when QuickBooks 2009 dropped the register mode and added the first iteration of side by side mode. It was one of the largest mass rejections of a new QuickBooks feature that I’ve ever seen. Intuit did fix the product, AND they restored the old register mode to satisfy people who wanted to use that method. So I get nervous when Intuit makes changes in this feature. Fortunately, this time I think that Intuit is on the right track and this is going to be a feature that I’ll want to use myself.
I talked about the three areas that Intuit focused on:

• Connectivity: This hasn’t improved dramatically in the R1 release. However, there should be some great improvements coming here as Intuit continues to develop the new Bank Feeds feature. They’ve shown us that they are working hard to update the entire feature, I expect that they’ll focus their attention in this area.
• Usability: Yes, they have greatly improved this aspect of the product. They have updated the user interface to make it fit the overall scheme, they have simplified the workflow, they have made it easier to accomplish your tasks in fewer steps.
• Automation: There are advances here as well. Renaming rules are greatly improved – but there is more that they can do. I also believe that they are going to work on improving this area of the program in upcoming releases.

As I’ve said all along, don’t use the R1 release if you can avoid it. There are a few problems that have shown up in my initial testing, as I would expect in an R1 release. I haven’t seen anything that damages my files or posts incorrectly, but there are a couple of places where the program crashed.
All in all, this is a great improvement and I’m expecting great things in upcoming updates.

 Order Now
source: http://www.sleeter.com/blog/2013/09/quickbooks-2014-bank-feeds/

Read more

Job Costing Improvement

QuickBooks 2014 Job Costing offers a number of new features that people should like. Many of them are found in all versions of QuickBooks, a few are limited to Enterprise. I’m going to run through this VERY quickly, as I’m not a job costing expert and the true impact of these changes aren’t always obvious to me. Feel free to fill in the gaps for me in comments!
In all versions you will see:

• Sales Reps on Jobs: You can specify a sales rep for a job.
• Job Status Filter: You can filter many reports by job status.

There are some additional features available only in Enterprise V14:

• There are two additional job costing reports: Job WIP Summary and Committed Cost by Jobs.
• You can add Sales Rep as a column in the detail section of Checks, Bills and Credit Card Charges.

It seems to me that Intuit is looking to push heavy job cost users into Enterprise, much as they have been doing with manufacturing businesses and the added inventory features this year. The really useful additions to QuickBooks are being made in Enterprise.

QuickBooks 2014 Job Costing – Sales Reps

There are a number of changes that relate to Sales Reps and Job Costing, and some of the changes only exist in Enterprise. I’m a bit unsure about the impact of SOME of these changes when working with Pro and Premier, though.

Sales Rep on Job Record

First, we can now add the sales rep to the job record. We’ve had the ability to specify a Rep (Sales Rep) in the Customer record for awhile. QuickBooks 2014 extends this by making the Rep field available in Job records as well. This is available in all versions.

That is interesting, where will this be used? I’ll be honest, at this point I’m not 100% sure where it will be used in Pro and Premier. I can see how it is used in Enterprise, which I’ll describe below.
Click on the image to get yours if you are ready

Sales Rep on Checks, Bills and Credit Card Charges

Let’s take a look at a Sales Rep feature that is changed only in QuickBooks Enterprise V14, which has an impact on Job Costing. In this release, we now have the ability add the sales rep to the on-screen transaction form for checks, bills and credit card charges.
Why would we want to? From a job costing standpoint this now allows you to set the sales rep to these expense kinds of transactions. Prior to this the sales rep could only be assigned to the revenue kinds of transactions, so if you tried to filter a report by sales rep you wouldn’t see all sides of the job. However, I think this will only work if you create NEW transactions with these modified forms (or, if you go back to edit existing transactions, which would be a pain). And, since this is only implemented in Enterprise, I’m not sure why some of the other sales rep changes were implemented in Pro and Premier?
So, for checks, bills and credit card charges Enterprise V14 gives us the ability to add a sales rep delete) column to the detail section of the form on screen. This has no effect on the printed form (such as a printed check).
Here’s a standard check, looking at the Items tab. If you right-click on the form you get a popup menu – there is a new option at the bottom, Customize Columns.

Selecting that new option, you get a typical QuickBooks customization dialog. On the left you’ll see Sales Rep, which you can now add to the form.

Here you can see that I’ve added sales rep as a column. When I select the Job in the Customer:Job column, the default sales rep fills in from that record.

I’ll go into this feature in a bit more detail in an upcoming article.
The important thing to note here is that now I have associated a sales rep with this expense kind of transaction, something we couldn’t do before. So if I am filtering my Job Cost reports, or financial reports, by sales rep, these transaction types are now included. This is a MAJOR PLUS for businesses who use job costing (but, again, this only happens in Enterprise).
Now, rather than using the Class feature to define your job reports, as well as your financial reports, you can use the already existing Sales Rep record. This will be a help to many businesses.

Job Status Report Filter

It seems like a simple change, but it will have a BIG impact on job costing reports. QuickBooks now has the ability to filter job costing reports by job status. It seems like such a simple change, I don’t know why the haven’t done this before? This is available in all versions.

Enterprise Job Cost Reports

In addition to the ability to add the sales rep to expense transactions as I talked about above, Enterprise has two new reports: Committed Cost by Job and Job WIP Summary.

Committed Cost by Job

The Committed Cost by Job report fills a gap in QuickBooks that people have had to fill by going to other software products before now. This report factors in the balances from open Purchase Orders as well as “unpaid wages” – time that you have on timecards but haven’t paid with a payroll check. The report takes your budget and subtracts actual costs, costs committed on purchase orders, and costs committed on time cards, to give you your variance.

In this report you can double click to drill down on the Est Cost, Act Cost and Committed Cost values.
Here’s what you get if you drill down on the Committed Costs value in the “Remodel Bathroom” job in the report above:

Unfortunately you cannot drill down on the unpaid wages column. The value shown in for this value in the report is an estimate, because it is very difficult to come up with a dollar amount for unpaid wages in a system like QuickBooks. That column should calculate as follows:

• Hourly Employees: Hours spent on a job by each employee X that employee’s first payroll item. Labor burden (such as taxes, etc.) are not included.
• Salaried Employees: Hourly wages = yearly salary / 52 weeks / 40 hours.

Unfortunately, the R1 release is not calculating this correctly if I understand the way this should work.
Here’s a salaried employee. The annual salary is $51,500.00 (the payroll item that I used is set to be a “Yearly Salary” type), so based on the normal hours for a year of 2060 should give you an hourly rate of $25.00.

I’ll enter a time card for a job. 40 hours at $25.00 per hour estimate should work out to be $1,000.00 of unpaid wages.

The report is only showing $23.52 for unpaid wages – this is not what I would have expected here. Then again, this is the R1 release, we can’t expect it to work correctly in all cases.

Also note that in the report I show above, I set a filter to just show the VIP Summit job – but other jobs/customers are listed (such as Anderson Wedding Planners). The values are all set to zero, but they still are listed, which isn’t what I was hoping for.

Job WIP Summary

The Job WIP Summary report is important for those businesses that prepare financials based on percentage of completion. You can see the % Complete value, as well as a comparison of estimated, earned and actual revenue.

If this report is working correctly (I still have to evaluate this in detail), the % Complete should be Actual Cost / Estimated Cost. Then Earned Revenue should be Estimated Revenue / % Complete. From some very simple early testing this seems to be working, although there are some small differences due to rounding issues (which shouldn’t be a problem for this kind of report).
Knowing Earned Revenue is important for any company that reviews financials on percentage of completion. This is something that no report in QuickBooks was able to do before now.
Note that this report does not give you the option to be run on cash basis. That is good, you shouldn’t, but if you are running another report (such as the Profit & Loss by Job) on cash basis, the reports won’t match. It could be confusing.

Ready for yours download of QuickBooks Order Here and claim almost 20% off

Conclusion

The changes for Pro/Premier users aren’t all that significant – pretty much just the job status filter. I don’t see the sales rep on job feature being very useful by itself. The improvements or QuickBooks Enterprise are a big improvement, but as you can see there are some things that need to be worked out in the R1 release. No surprise there, this is an example of why I always recommend that you wait for a later revision before using the new product each year.

source: http://www.sleeter.com/blog/2013/09/quickbooks-2014-job-costing-improvements/

Read more

QuickBooks 2014 User Interface Changes

QuickBooks 2014 user interface hasn’t gone through as many changes as we had with the introduction of  QuickBooks 2013, fortunately, but there are a number of interesting things going on this year. Let’s take a look at what I’ve noticed. I’m including a bunch of things that are changes in different functions that you might not traditionally consider to be “user interface”, but they do alter how you would work with the program.

I squeezed the window for this screen shot to make it very narrow

Color Changes

Last year “Color” was a huge issue. This year, the primary “color” change is that the left navigation bar is a deep blue, rather than the harsher gray from last year. This is very similar to what you see in the "Harmony" release of QuickBooks Online.  I like the change, but anyone who really didn’t like the navigation bar colors last year probably won’t be all that enthusiastic over it this year either.

Left Navigation Bar Changes

As people become more used to the new user interface design I’m seeing more people use the left navigation bar. It is interesting to watch the evolution of this feature.
I’ve already noted the color change. In addition, there are fewer “tabs” over there, to make it easier to use.

• Do Today has been removed – some of that functionality is in the Global Access Bar now (as described below).
• My Apps has been removed as a tab, which I find interesting. Now you’ll access your apps and subscriptions through the new My Company window (which I describe below), which is buried a bit. Instead of just clicking on this tab, now you have to click the Company menu and then My Company.
• View Balances has been changed so that you can now select which accounts will show.

The change to View Balances will be welcomed by many people. You’ll see a customize view balances link in the bottom of that tab:

Click this and a window opens that lets you select which accounts can appear:

I have one picky issue with this – you shouldn’t see an account in the left column if it is already showing in the right column. If you try to add an account a second time the program tells you that it can’t, so this isn’t a big deal.
This is set per each user login, so that one user’s choices don’t affect the others. If you are logging in with a user account that has limitations, the list of accounts in this customization window is limited to just those accounts that you have permission to see. So, the administrator controls which accounts can be seen via the user permissions that are set up in the user account. Unfortunately, these permissions remain fairly broad in QuickBooks Premier.

Global Access Bar

In the upper right corner of the QuickBooks screen you will notice three new icons in the menu bar. This is what I’m calling the “global access bar” (Intuit may come up with a different name for this).


This is your reminders and to-do’s icon. Instead of having the Do Today tab in the left navigation bar, you have this icon and a number next to it showing you how many reminders and to-do’s you have that need your attention. Click on this and the Reminders window opens (the same window we’ve had all along). This gets it out of the left navigation bar and into a small but always visible area for notifications.


This is your maintenance alerts icon. In QuickBooks 2013 R7 earlier this year, Intuit added what was then called QuickBooks Proactive, a series of alerts that the program would display for problems like inadequate available hard drive space, inadequate RAM, and so forth. If you have one of these system problems, you will see a number here. Special note for UK and Canadian versions – you did not get these alerts in 2013, but you should see them now in 2014


This is the Client Collaborator icon. I’ll be explaining this in more detail in another article. If you have QuickBooks Accountant Plus, or QuickBooks Accountant as a part of a current QuickBooks ProAdvisor subscription, this will show you messages sent to you from your client via the new Client Collaborator service. For any end-user QuickBooks 2014, this is where they will see the notifications from their accountant or ProAdvisor. Note that this won’t be active until the end of September when end users can download QuickBooks 2014.

My Company

In QuickBooks 2013 we had a Company Information option under the Company menu, that appeared like this (earlier versions of QuickBooks have this menu option but the appearance is quite different):

In QuickBooks 2014 the Company Information window has been changed to My Company (still under the Company menu):

There are a number of changes here:

• The display is a bit more compact, with less white space in the top portion (looks better, to me).
• The apps, services & subscriptions section looks better, with more compact and colorful icons.
• A recommended section is added at the bottom, which actually is a big improvement over last year’s layout. Before, the recommended apps were mixed in with the current subscriptions – and sometimes you had to scroll about to find YOUR current subscriptions (mine were always hidden when I first opened this window). With the new layout you can easily see your current subscriptions, and the recommendations are clearly separate.
• Instead of a manage my subscriptions link near the bottom, there is a sign in  link at the top, where you can sign in to your Intuit online account. Be careful if you check this out – because when you sign in there is a box to set up Sync Manager. Now, Sync Manager is necessary for many add-on applications, but some people don’t want it to be installed. If you sign in at this location, there is a box for enabling Sync Manager (it isn’t referenced by name) that is enabled by default. If you don’t notice this, you may install Sync Manager without realizing it. Keep in mind, Sync Manager is going to essentially copy your company file to the Intuit Cloud Servers. This is necessary to use any of the App Center applications, which access that synchronized copy of your files. If you are not planning on using any of these applications, some people don’t like the idea of their data being sent out. Also, Sync Manager sometimes creates problems in your system (Intuit is getting better at resolving that), so you don’t want it installed if you aren’t going to use one of those apps.

As before, you edit the company information by clicking on the edit/pencil icon in the upper right. You have the same basic information as before, but this time it is split up into multiple sections, which makes it easier to see and edit. Last year all that info was in one big window. Some people prefer having it all available at once, I think I actually prefer it this way with the tabs.

Editing Changes

Here’s an addition that I know people have been asking for – the ability to copy and paste detail lines in transaction forms. I’ve only played with it a bit, but it seems to work fine.

This is NOT the copy/paste that we had before – those were for individual fields in the form. This works with an entire line.
Note that you cannot use this to copy a line from one form to another, either of a different tyupe or of the same type.
Very useful.

Contextual Reports in Transaction Ribbons

Another change to the Ribbon in transaction forms – contextual reports. In the Report tab for each transaction you’ll find a set of reports that relate to the type of transaction that you are looking at. This makes it easy to find a report that may help you when you are reviewing a particular transaction.
For example, in QuickBooks 2013 the reports for an Invoice transaction were Quick Report, Transaction History and Transaction Journal. In QuickBooks 2014 you also have View Open Invoices, Sales By Customer Detail and Average Days to Pay Summary.

By “Contextual” we mean that the reports you see will depend on the context you are in – which transaction. Each transaction type will have its own set of reports added.
This is a nice improvement, although I really wish I could customize these Ribbons to add the reports that I want.

Search Auto Suggestions and Other Improvements

If you open the Search window (use F3 to get it) there is a nice improvement – search auto suggestions.
As you start typing information in the search box QuickBooks shows you some key words from the search index that may be what you are looking for – as well as some recent searches. This seems to work well and it is a nice addition.

It only works well if you have the search index set to update periodically, in your search preferences.
Another improvement here is that there is a reduction in the QuickBooks database file size due to the search feature. The search index portion of the database has been optimized so that you should see a reduction in the file size, backup file size and portable company file size. Intuit says 30 to 40% reduction, but I have not tested this.

To get your product click www.amazon.co
To read more reviews click here
T

source: http://www.sleeter.com/blog/2013/09/quickbooks-2014-user-interface-changes/

Read more

QuickBooks 2014 Email Improvements

This year there are a number of changes in the area of mail sending, which gives you ability to send customer payment receipt, with a tab for Customer, Vendor and Employee Centers where you can see a history of the emails that you have sent to a client from inside QuickBooks. Intuit has put a lot of effort into improving the way QuickBooks users can communicate with customers.

There are three email options in QuickBooks:

• Web mail.
• Microsoft Outlook.
• QuickBooks E-mail.

This improvement applies only to people who use the Web mail option there is a limit to the total size of the attachments, 2 MB when using web mail. For Outlook users, the restriction is a total of 25 MB.

Payment Receipt window now allows you to send via email rather printing.

You can now send an invoice to a customer from QuickBooks, and that process works pretty smoothly. The problem, though, is remembering IF you sent it, and WHEN you sent it. If you use Outlook for your email you can go there and search. If you use web mail or the QuickBooks email service it is harder. We often see recommendations that you always do a “BCC” to yourself so you get a copy.

If you go to an individual invoice you can select the Transaction History and see a window that tells you some information. It isn’t much, and you have to go into each individual invoice to locate this information.

The new QuickBooks 2014 now has tab centres for customer, vendor and employee to help keep list of email messages you have sent from QuickBooks, rather than having to look at the history of each individual transaction. You can sort the list by any column heading, you can double click on any line to open the transaction for a closer look.

 Click here to read more reviews from www.amazon.com

Read more

Very Easy To Learn QuickBooks Pro 2014

Even a beginner can use QuickBooks software very easy to learn, I recommend this software to anyone who needs to keep track of financial records. It takes the sting out of accounting.

After trying out QB you wouldn't like to work with any other, in my opinion there is no product on the market that even comes close to it. QB 2014 Pro has added many new features that makes that job much more easier.

It offers many helpful options, and is efficient and user friendly.Quickbooks pro 2014 is an awesome program, it helps to take payments on phone and automatically insert them into quickbooks pro. Keeps everything organized and is user friendly, there have been many improvements to the software. If you want a complete accounting of your finances and a perfect way to prepare for income tax season, this is it. It allows you to go back and find transaction from time to time, QuickBooks  2014 is an improve way to make it easier for the user, it does everything we need from invoicing, reports, financials, payroll and more!

However, you have to learn how to use it to the maximum potential. The e-mail feature is a great bonus. It really helps you keep your business in order if you are using it properly. Use the help feature or an internet search if you cannot figure something out there is usually an answer. The phone help staff  are also customer friendly,  if you have a problem you can't figure out. They will stay with you until it is solved.

QuickBooks is easy to use and makes beginners bookkeeping skills look professional. It allows you to arrange things for business purposes. Are you frightened of the whole learning process, QB is very easy to learn and easy to work with. QuickBooks Pro for Dummies 2014 will assist you to understand the program if you have never use bookkeeping program before. In a very short time QuickBooks will be an essential part of my day. QB has an help forums which helps you to answer a lot of your questions in the help section. Others have had the same problems you may experience. I would recommend this to anyone. GREAT product for business owners, with new featurers.

Ready to get your Quickbooks Pro 2014 Click Here Right Now

Read more

QuickBooks Pro 2014(Download) review

60 DAYS

Money-Back Guarantee

Step-by-step tutorials (view larger).

New to QuickBooks?

Easy to Set Up, Learn, and Use

• No accounting knowledge necessary
• Quickly import your data from a spreadsheet
• Step-by-step tutorials show you how to create invoices, record expenses, and more
• 60 day money-back guarantee

Pro Homepage (view larger).

Organize Everything in One Place and Save Time on Everyday Tasks

• Manage vendors and expenses easily - enter, track, and pay bills
• Easily create and customize estimates, invoices, and statements
• Get complete and reliable records at tax time
• Download your online banking transactions directly into QuickBooks

Company Snapshot (view larger).

Track How Your Business is Doing and Get Financial, Tax, and Sales Reports in One Click

• Get the information you need with easy-to-use reports
• View and manage income and receivables using the new Income Tracker
• Get a real-time snapshot of your business activities with Company Snapshot

New Income Tracker (view larger).

What's New for QuickBooks 2014?

• Powerful new email capabilities. You can now add multiple attachments, customize email templates to include customer or job info, and see email history by customer.
• See all your banking transactions. Improved bank feeds pull in all your banking transactions from multiple banks and accounts so you can view and categorize them for tax time.
• See who's paid you (and who hasn't). The new Income Tracker shows all your income-producing transactions in one spot, including overdue invoices so you can remind customers to pay you.
• Little things to make business easier. Track bounced checks, see key reports in just one click, and other customer requested improvements.

System Requirements

Pro Requirements

• Windows XP (SP3 only inc 64-bit), Windows Vista (SP1 inc 64-bit), 7 (inc 64-bit), 8 (inc 64-bit)
• At least 2.0 GHz processor, 2.4 GHz recommended
• Minimum 1 GB of RAM for single user, 2 GB of RAM recommended for multiple users
• Minimum 2.5 GB available disk space (additional space required for data files)
• 60 MB for Microsoft .NET 4.0 Runtime (provided on the QuickBooks CD)
• Minimum 1024x768 screen resolution, 16-bit or higher color, default DPI settings
• Minimum 4x CD-ROM drive
• All online features/services require Internet access
• Product registration required

Integration with Other Software

• Microsoft Word and Excel integration requires Word and Excel 2003, 2007 or 2010 (inc 64-bit)
• Synchronization with Outlook contacts requires QuickBooks Contact Sync for Outlook 2003, 2007 and 2010 (32-bit only) (downloadable for free at: www.quickbooks.com/contact_sync )
• E-mail 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 10.0 and later

Multi-User

Windows Vista (SP1 with UAC on), 7 (with UAC on), 8 (with UAC on),Windows Server 2003 (SP2), 2008 & 2012, Windows Small Business Server 2008

Which QuickBooks Product is Right for You?	Online Simple Start	Pro 2014	Premier 2014
Easy to Get Started
Get started fast with guided setup	x	x	x
Import data from Excel, Quicken, Outlook Contacts, and more1	Excel Only	x	x
Save Time on Everyday Tasks
Stay on top of invoices, billing, and scheduled tasks with Calendar View		x	x
Track sales, sales taxes, and expenses	x	x	x
Be ready at tax time with easy, reliable reports	x	x	x
Organize all your data in one place with Customer, Vendor, and Employee Centers	Customer Center only	x	x
Allows more than one user at a time4	1 user	Up to 3, each sold separately	Up to 5, each sold separately
Create estimates and turn them into invoices in one click		x	x
Download your online banking transactions into QuickBooks3	x	x	x
Track inventory, set re-order points, create purchase orders		x	x
Get the Information You Need
Get financial, sales, and tax reports in one click	20+	100+	150+
Get a single view of your business with Company Snapshot		x	x
View and manage income & receivables using the new Income Tracker5		x	x
Tools Tailored to Your Industry
Uncover business insights with industry-specific reports			x
Create sales orders and track backorders			x
Track costs for assembled products and inventory			x
Set product/service prices by customer type			x

Transfer data from Peachtree 2009-2011; Microsoft SBA 2006; and Microsoft Office Accounting 2007–2009 using free tool available at http://quickbooks.intuit.com. Transfer data directly from Quicken 2012-2014, QuickBooks 4.0-2014 and Microsoft Excel 2003–2010, as well as web mail services such as Gmail, Yahoo! Mail and Hotmail.
2. If you are not completely satisfied with your purchase, we’ll give you your money back. Simply return the product to Intuit with a dated receipt within 60 days for a full refund of the purchase price.
3. Download your data from participating banks until May, 2017. Online services vary by participating financial institutions or other parties and may be subject to application approval, additional terms, conditions and fees.
4. QuickBooks Pro/Premier: One user included; option to add up to two additional licenses for Pro and four for Premier—sold separately. All copies of QuickBooks must be the same version-year. Online Simple Start: One user only. Product upgrade required for multi-user access.
5. Money Bar feature in Online Simple Start.
QuickBooks Pro supports a maximum of 14,500 customers, jobs, employees, and other names combined, and a maximum of 14,500 items.
click he to getQuickBooks Pro 2014(Download)

Read more