What is New in QuickBooks Desktop 2017 - Fast Trac Consulting · 2016-09-27 · Benefits QuickBooks...

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1 Intuit Confidential and Proprietary Intuit Confidential and Proprietary Intuit Confidential and Proprietary

What is New in QuickBooks Desktop 2017

All Industries including Real Estate Property Management

Gita Faust

Gita@FastTracConsulting.com

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

Accountant

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

• 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.

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.

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.

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.

NEW! Report Filters

Before

NEW! Report Filters

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.

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.

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

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

Contact me

215-579-1465

www.FastTracConsulting.com

Do you have questions?

What is New in QuickBooks Desktop 2017 - Fast Trac Consulting · 2016-09-27 · Benefits QuickBooks...

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