#Quickbooks desktop tutorial 2016 pro#
#Quickbooks desktop tutorial 2016 series#

We now, for 2016, we finally have a version of Statement Writer that supports Microsoft Office 2013 (who knows when they will have support for Microsoft Office 365). The problem is that Intuit has at times seemed to abandon this tool, especially when it comes to providing the essential integration for Microsoft Office (especially Excel and Word) which the product needs to work properly. I don't do financial statements, but I support a lot of clients who are Accountants and Bookkeepers who do prepare financial statements, and who happen to like QuickBooks Statement Writer, and have since it's initial inception (under all the name renditions it has undergone). What I can say about this is, 'it's about time Intuit'. Insightful Accountant will covering this feature in far greater detail within the new few days.ДЇavorite Newbie # 3 - QuickBooks Statement Writer Support for Microsoft Office 2013 I certainly am going to recommend to everyone I know that this new feature should be used in 'void' mode only, rather than 'delete.' As you know, I am no favor of ever deleting transactions from the Company file (database) unless absolutely necessary. There are also a significant number of limitations in this new feature for example, transactions that are linked to other transactions will not void or delete the linked transactions. At present the new feature only permits you to deal with Invoices, Checks and Vendor Bills. This function offers multiple filters and selection prompts to provide control over what is made available to void or delete. The new Batch Delete/Void Transactions feature is accessible in QuickBooks Accountant from the Accountant menu and in QuickBooks Enterprtise from the Company menu, under Accounting Tools. You will find this new feature in QuickBooks Accountant and QuickBooks Enterprise Accountant (as well as other Enterprise versions), but is accessed only by the Admin and External Accountant users.

#Quickbooks desktop tutorial 2016 pro#

I was in a 'chat' with QuickBooks developers about 18 or more months ago where we debated over this feature and I must say that I have mixed emotions about this functionality, perhaps even more than I had 'back then' yet I also view this as an essential feature that hopefully will be 'tempered by users'.ДЇortunately this is a new 'accountant level' feature, and is NOT available in QuickBooks Pro or Premier however, you will find this tool included in the Accountant ToolBox within those versions for active ProAdvisor Members. You can even check the checkmark in the heading column to select the entire range of transactions in the list.ДЇavorite Newbie # 4 - Batch Void/Delete Transactions You can easily select multiple forms using the checkmarks on the left, when you have identifed all the transactions you want cleared, simply click 'Remove'. This new feature is available in all 2016 versions of QuickBooks desktop products.ДЄccess this feature from the File menu, and then select Send Forms. Well new for 2016 is a feature that allows you to clear these transactions 'in mass'. How many times have you found that you have hundreds, if not thousands, of QuickBooks forms marked 'send later'? Over time these just got worse and worse because there was no way you or your client were going to go down the long list and click the 'remove' button for each one of the transactions from the Send Forms window. In a lot of ways you might consider this the 'year of the file', in terms of related features, and certainly when it comes to 'my picks.' Those features that give you greater control over your QuickBooks Company file, and/or resolving common file-related problems, make up my 'favorite newbies'.ДЇavorite Newbie # 5 - Bulk Clear 'Send' Forms I on the other hand always try to give you my вЂpicksвЂ™ and вЂtipsвЂ™ and so once again we here at Insightful Accountant will be giving you a set of short вЂone act playsвЂ™ covering the individual changes, enhancements and new features of the 2016 desktop product line.

#Quickbooks desktop tutorial 2016 series#

IвЂ™m not saying that вЂheвЂ™ doesnвЂ™t do his homework, we all know that he keeps his eyes and ears to the grindstone and is always maximizing his вЂwar-n-peace like writing styleвЂ™ into a feature or series of them that detail every little detail. So the вЂother guyвЂ™ got the scoop thanks at least in part to Intuit, who didnвЂ™t bother to send me the official notification that they were вЂreleasingвЂ™ QuickBooks on Tuesday 9/8. So did you really think that I would begin my 2016 version of what I like best in the new QuickBooks any different than in prior years? Of course not! These lyrics from the вЂSound of MusicвЂ™ are still the perfect way of thinking about my favorite things in the new versions of QuickBooks for 2016. вЂњRaindrops on roses and whiskers on kittens Bright copper kettles and warm woolen mittens Brown paper packages tied up with strings These are a few of my favorite thingsвЂќ 1