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What's New in QuickBooks 2018...

What's New in QuickBooks 2018On September 26, 2017 Intuit, the developers of QuickBooks accounting software, will release QuickBooks 2018 (Pro, Premier, Accountant & Enterprise) to the public. In the video link below, I (Jim Merritt) discuss some of the new features that caught my attention.

I did not include all the new features of QuickBooks 2018. Rather, I chose to focus on those new features I felt would be most useful to the masses. These new features include Mer...


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QuickBooks Online Bank Feeds - Worth the price of Admission

At QuickTrainer, we have witnessed and continue to experience an increase in the number of clients who come to us for help that are using QuickBooks Online (QBO) and who want to QuickBooks Online use QBO. This is encouraging because I personally like QBO, as a whole. Now, that said, this article is not about the pros and cons of QBO -vs- QuickBooks for Desktop. I could make a case for each of these software versions. Rather, this article is primarily about o...


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QuickBooks Year-End Considerations

As I write this blog, it is November 2015 and we are in the middle of the 4th quarter of 2015 (at least for the majority of businesses we deal with). With this in mind, now is the time to get your QuickBooks financial house in order. You do NOT want to wait until January (or worse September) of next year to make this happen. NOW is the time!
 
If you’ve been tracking your financials throughout the year (like all good business owners ...


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QuickBooks Short Video Tutorials

Over the past several months, I have been creating QuickBooks Short Video Tutorials using Screencast-O-Matic. I love the simplicity and effectiveness this Saas (Software as a Service) provider offers. We want to make you and others aware of these QuickBooks Short Video Tutorials and where they can be found. Our hope is that you will gain insight into QuickBooks that will help you in your QuickBooks accounting endeavors.
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QuickBooks POS powered by Revel Systems

As I write this blog, I am concluding the attendance of 2-1/2 days of intense training in Orlando, FL. The training is for Intuits new POS product, "QuickBooksQuickBooks POS powered by Revel Systems POS powered by Revel Systems". I was excited about coming to FL for this training and I find myself even more enthused by what I have seen and learned over the past few days.
 
Revel Systems is leading the industry with its award winning software and hardware innovati...


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QuickBooks Enterprise Solutions Subscription Module

On Monday, October 6, 2014, Intuit, the developers of QuickBooks announced thatQuickBooks Enterprise 2015
QuickBooks Enterprise Solutions (QBES) has  moved to a subscription priced module. This means when new customers purchase QBES they will be paying an annual fee
for the software. How does this benefit QBES users?

  • Full Service Plan which includes US Based Technical Support.
     
  • A QBES Subscription can include Advanced Reporting, Enhanced Payroll, Advanced Inventory a...


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Define Fields for Customers, Vendors and Employees

Did you know you can define fields in the Customer, Vendor and Employee profiles within QuickBooks? Here's how:

  • Double click on the customer name.
  • Click on the Additional Info tab.
  • Click on the Define Fields box
  • In the Label column, type in your Label name.
  • In the Use For columns, click if it's going to be used for Customer, Vendors or Employees.
  • In the What Kind of Data column, click ...


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