Similarly, the Memorized tab lists all the reports you’ve memorized, and the Recent tab lets you quickly return to and re-run your last several reports. You tell QuickBooks which reports are your favorites, and they all appear on the Favorites tab. You may never have to look further than the Favorites tab. In QuickBooks 2010, the Report Center ( Finding the Right Reports) gives you some great new ways to find the reports you want.
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Equally annoying, when you switch modes, QuickBooks closes all open windows and leaves it to you to reopen them. Likewise, Register mode doesn’t recognize payee renaming rules you create in Side-by-side mode. Side-by-side mode doesn’t recognize aliases you create for payees in Register mode. Switching between the two Online Banking Center styles has some snafus. You can switch between Register mode and Side-by-side mode ( Downloading Statements with WebConnect), although it’s best to pick the one you prefer and stick with it. Intuit fixed those problems in QuickBooks 2010, but also brought back the QuickBooks 2008–era Online Banking Center for folks who were happy with the way things were. When QuickBooks 2009 introduced a new Online Banking Center, some online banking tasks got easier, but recording multiple transactions became a lot more difficult. Or you can copy or duplicate values between records. You can paste information from an Excel spreadsheet directly into a table in the dialog box. Enter the new Add/Edit Multiple List Entries command ( Adding and Editing Multiple Customer Records), which provides welcome shortcuts for adding and updating values in the customer, vendor, and item lists. The Edit dialog box is too tedious, and importing records is overkill. Suppose you’ve reworked your customer types and you want to apply the new types to a few dozen customers.
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The challenge that remains is knowing what to do according to accounting rules, as well as how to do so in QuickBooks.Īdding and editing multiple list entries. With each new version, Intuit has added enhancements and new features to make your workflow smoother and faster.
Many of the features that you’re familiar with from other programs work just as well in QuickBooks-windows, dialog boxes, drop-down lists, and keyboard shortcuts, to name a few. From the smallest of sole proprietorships to burgeoning enterprises, one of the QuickBooks editions is likely to meet your organization’s needs and budget. Now that you can choose milk from soy beans as well as cows and five different levels of fat, it’s no surprise that QuickBooks comes in Simple Start, Pro, Premier, Online, and Enterprise editions, which, in some cases, are dramatically different from their siblings, as well as six industry-specific editions. Back when milk was simply milk, you either used QuickBooks or you didn’t.
And over the years, Intuit has introduced editions of QuickBooks to satisfy the needs of different types of companies. Thousands of small companies and nonprofit organizations turn to QuickBooks to keep company finances on track.
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