Every QuickBooks upgrade has something for everyone, but some releases
raise the bar more than others. QuickBooks 2010 is one of them. New features
in the Pro and Premier versions help you:
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Save time
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Keep a closer eye on your bottom line
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Present a more polished image
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Better manage documents
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Stay in touch with old and new customers
So if you're using an earlier version, you should consider treating yourself
to a present that will pay for itself quickly and help you better promote
and manage your company in less time.
Modifiable Company Snapshot
The Company Snapshot - a one-page screen of key reports and graphs
- is the best first place to look when you fire up QuickBooks in the morning.
In the past, its content has been static, but now you can choose from
myriad reports and customize this printable page to meet your needs.
Figure 1: The Company Snapshot in QuickBooks 2010 can now be modified.
Add/Edit Multiple List Entries
This new feature solves two common problems. First, it lets you - in just
a couple of steps - add or edit multiple customers, vendors, services,
inventory items, and non-inventory items. Second, it lets you easily copy
and paste Excel list data into QuickBooks. To get started, go to Lists|Add/Edit
Multiple List Entries and follow the instructions.
Attach Documents to Forms
Good software should minimize your use of paper. A new feature in QuickBooks
2010 helps you do just that. You can scan documents from within QuickBooks
and attach them to forms and records, storing them on Intuit's online
servers. You can store up to 100 MB for free; monthly subscription plans
start at $4.95/month. Of course, you can also attach files stored on your
local drives.
Figure 2: You can easily attach and manage documents from your local
drives or an online inbox.
Manage Checks Better
Paper checks can be the bane of your existence, whether you're producing
them or receiving them. QuickBooks 2010 includes tools to help with both
processes.
First, you can now add an electronic signature to checks you create and
print in QuickBooks. It's easy; you simply go into the printer setup tool
and designate the correct graphic file.
Second, Intuit Check Solutions can help you get paid faster. Instead of
ferrying incoming checks to the bank every night, you can either scan
them or take the information over the phone, and then transmit the financial
data to the bank.
You must have a merchant account to use the service, which Intuit can
help you acquire. Intuit Check Solutions costs $59.95 for setup, with
a monthly fee of $19.95. There's also a 23-cent charge for each check
transmission.
Customize Forms for a More Polished Image
QuickBooks has always offered limited customization of forms,
but the 2010 adds new tools to help you present a uniform, professional
look to your outgoing documents. For one thing, you can now build a design
and apply it simultaneously to multiple forms.
QuickBooks also includes several free background designs that will work
with QuickBooks forms. A layout preview window lets you see how your changes
will look as you make them, as shown in Figure 3. To find these tools,
click Customize on any form screen.
Figure 3: New design tools help you impress your customers with customized,
uniform forms.
Beef Up Your Marketing Efforts
QuickBooks had already made inroads into supporting your marketing efforts
in earlier versions, like its Website services and local listings. The
2010 release offers even more tools with its Marketing Center.
The new Marketing Center pulls your data in from QuickBooks and analyzes
it, and then makes recommendations for email marketing campaigns that
you could implement. You select the design and content, and QuickBooks
automatically fills in contact information and displays your results so
you can see what worked and what didn't.
A free trial gives you up to 500 emails. After that, prices start at
$15 for up to 1,000 pieces.
Figure 4: QuickBooks 2010 helps you build targeted email marketing
campaigns based on your customer data.
Find Reports Faster
Finally, Intuit has revamped QuickBooks' reporting tools so they're easier
to find and open quickly. You can choose between list, grid, and graphical
carousel views, and tab quickly among memorized, favorite, and recently
viewed reports.
This tweaking, along with all of the other new features listed here (and
more), make QuickBooks 2010 the best small business accounting software
upgrade to come down the pike in awhile.