QuickBooks 2010/11 New Features Catie Cotcher

QuickBooks Session Overview Design objectives for QuickBooks 2010/11 Enhancements from QuickBooks 2009/10 New and Improved Features of QuickBooks 2010/11 Product Management Update Questions Wishlist for QuickBooks 2011/12

Design Objectives for QuickBooks 2010/11 Make QuickBooks compliant with latest technology –Ensure QuickBooks worked on Windows 7 –Improve functionality with Internet Explorer 8 –Support for 64Bit technology – in product suggestion –Certify QuickBooks with Microsoft’s Windows 7 Green Light program

Design Objectives for QuickBooks 2010/11 Introduce Partner/Client requested functionality –Implement low risk feature requests from AC Conference 2009 Wishlist –Enhance QuickBooks based on feedback from QuickBooks 2009/10

Design Objectives for QuickBooks 2010/11 Implement changes to ease development for the future –Update Microsoft technology used by QuickBooks –Features that can be added to QuickBooks Online to ease development constraints

Enhancements from QuickBooks 2009/10 In product enhancements raised by partners and customers: –Multicurrency overpayments now report correctly on the A/R and A/P reports –No more IE7 & IE8 script errors when using in product help

Enhancements (continued) – ing enhancements (Send Forms) –Rounding difference removed from printing on forms for foreign transactions –Editing an existing purchase order with multicurrency no longer produces an out of balance message

Enhancements (continued) –Tax quickzoom now shows general journals with tax items assigned –Memorised reports now retain the Gross or Net setting –Enhancements made to selecting a list item through typing

New & Improved Features of QuickBooks 2010/11 New and Improved Features –Compatible with Windows 7 (32Bit and 64Bit) –Company Snapshot –Accountants Copy Enhancements –Improved Clean Up Company Data

Windows 7 Key features –Support for both 32bit and 64bit operating systems –Windows 7 Professional and Windows 7 Ultimate supported for multi user –QuickBooks 2010/11 has been certified with the Microsoft Green Light Program (Compatible with Windows 7)

Windows 7 Key benefits –Windows 7 is the standard operation system sold with new computers now –With QB now working on the 32 and 64bit platforms it makes it much easier for the client and also the AP who comes on the scene after the purchase has been made –Less installation issues than previously with Microsoft Windows Vista

Company Snapshot Key features –One window or dashboard with company important information Income & Expense Trends Account Balances Show customer A/R and supplier A/P detail Set up reminders for your clients to keep track of their business –Perform multiple tasks on one screen Receive Payments from Customers Pay Bills to Suppliers Set up Reminders See all balances and select the accounts to focus on

Company Snapshot Key benefits –Access your important information in one place –Reduce the manual work of exporting to excel or word to get a snapshot of the company –Open Payables and Open Receivables show on one window –You can perform multiple tasks from the one area –Set reminders to action important tasks Let’s take a look

Accountants Copy enhancements Key features –Ability for clients to reconcile while an accountants copy exists –Ability to change accounts on an existing journals –Updated informational messages when using the Accountants Copy No exiting with out reason Clear message stating any issue with importing accountants changes

Accountants Copy enhancements Key benefits –Clients have the ability to reconcile while accountants copy exists. –The ability to reconcile while Accountants Copy exists is not available within the US or Canadian releases –More intuitive feature with appropriate messaging and in product help Let’s take a look

Improved Clean up Company Data Key features Ability to clean up your company file This will not reduce the size of your file This feature is designed to speed up the company file –Remove transactions as of a specific date Remove unused list items (Accounts, Customers, Suppliers) –Remove all transactions –Now enabled for files with Multicurrency

Improved Clean up Company Data Key benefits –Clean up your files based on a specific date Increases the files efficiency –Start a new file and retain: User setup, permissions and preferences (including user icon bars) Item, list and template information Memorised reports and transactions –A newly created file only requires open transactions and balances to be entered Let’s take a look

Product Management Update May –Retail Point of Sale 2010/11 Release –QuickBooks Student Edition V19 Release –Quicken 2010 Patch –Scoping for major projects (Quicken, QuickBooks and Retail Point of Sale) June/July –QuickBooks Online 2010/11 Release –Quicken 2011 (Start development) Beyond July –QuickBooks 2011/12 & Retail Point of Sale 2011/12 (Start development) –Quicken 2011 Release (Oct/Nov) –Possible GST Change release

Questions

Wishlist QuickBooks 2011/12