If you’ve been thinking about buying or upgrading to QuickBooks 2017, here are some screenshots to give you a visual of what you’re getting into. Click on any of these screenshots to see the full display. (These are from QuickBooks Accountant Desktop 2017…some screens from other desktop editions might look a little different.)

Let’s start off the with home screen. Pretty much the same as QuickBooks 2016, except you see that there is a red icon on Record Deposits, that shows you what is pending there. That icon is new.

QuickBooks 2017 Home Screen
Here's the QuickBooks 2017 desktop home screen

QuickBooks 2017 Customer Center

qb2017_customercenter

The customer center looks about the same as before. One new feature, however, is in the search function. You can now search by customer type.

QuickBooks 2017 Create Invoices

qb2017_invoices

Here’s what the invoice screen looks like. This example is from the product-based sample company, so you see inventory items listed.

And speaking of inventory, here is a screenshot from the item list search function. People sometimes call and complain when there is a perceived change in how the search works; sometimes it has seemed to some users that search capability has gotten more restrictive instead of otherwise when they upgrade or update.

But in the 2017 version, searching is easier and more powerful. You can now search for a partial term found anywhere in the item name. In the example below, you can see that a search for “door” brings up items that have “door” anywhere in the item name.

QuickBooks 2017 Search

qb2017_search

This makes searching a lot easier if you can’t remember exactly what the name is. If you can remember a piece of the name, you should be able to find what you’re looking for.

This search capability works best if you turn on the Preference for General / “Automatically open drop-down lists when typing”.

QuickBooks 2017 Vendor Center

qb2017_vendorcenter

Not much difference here from earlier versions, but you can search by vendor type if you want. That’s new.

QuickBooks 2017 Enter Bills

qb2017_bills

Here’s a look at the Enter Bills screen. All the transaction entry screens let you minimize the navigation pane on the left by clicking the left-arrow at the top of the pane. You can also minimize the vendor pane on the right if you want. You’re in control of your own elbow room on transaction screens.

QuickBooks 2017 Unpaid Bills Report with Report Filtering

qb2017_filters

Here’s an A/P report that I’ll use to demonstrate a good new feature in QuickBooks 2017: An optional view of a report’s filters.

If you customize a report and set up filters for the information to be displayed, you can then click Show Applied Filters and QuickBooks will display the active filter details at the top of the report. If you are not getting the information you need and are troubleshooting your customizations, this is a handy way to see what is driving your report. If you print your report (instead of just displaying it on the screen), you’ll get a filter summary at the end of the report.

You can click either Show or Hide for your reports filters. The default mode is for your filters to be hidden.

QuickBooks 2017 Scheduled Reports

qb2016_reports

Another new thing about reporting in QuickBooks 2017: Scheduled reports. You can now schedule selected reports for password-protected emailing if you wish. This could be handy if you need to regularly send particular reports (sales reports, budget reports, inventory management reports) to people in your organization. This can happen automatically now without you having to remember to do it. You set this up through the Reports menu.

QuickBooks 2017 Employee Center

qb2017_payrollcenter_employees

Nothing really new here, but for those interested in how QuickBooks does payroll, here are the screens from the Employee Center.

QuickBooks 2017 Employee Center – Transactions

qb2017_payrollcenter_transactions

QuickBooks 2017 Employee Center – Payroll Tab

qb2017_payrollcenter_payroll

So there you go. If you’ve made the jump to QuickBooks 2017 desktop, what do  you think about it so far?

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13 thoughts on “QuickBooks 2017 Screenshots. What’s New?

  1. One improvement is still missing after all these years. When create a new customer (Peters, Sara) it should take the names from the filename and populate the Full Name line.
    There might need to be a little switch to allow for people who use a customer name in the form of “first last” compared to people who use “last, first”
    I get so tired of typing the same name twice when I create a new client.. Switching over to another company that takes care of the dispatching and then plugs in the customer name into quick books online. Nitroglycerin will save the online version is klunky and the reports are poor. I will not try the online version until the first of the year.

    Reply
    • You are so right! The much older versions of QB did automatically reverse the last name, first name in the name/address box below when setting up a new customer by last name, first name when it was set up in the Preferences correctly. Then Intuit changed so you have to manually reverse the last name, first name in the box. I think they forgot about that and changed it with the new versions years ago. I’ve been on QB since it was DOS 1.0 so have seen all the changes over 25 yrs.

      Reply
  2. Still need Intuit to offer a choice as to whether a password is needed to log into Admin user. Can’t stand this change they made recently since I am the only user for my clients’ QB files!! How many times do we need to request this be changed back to what it has been for years and years!!! What is it going to take Intuit to pay attention to their users requests?????

    Reply
    • I agree Susan I am the only one too and it really upset when I updated and it forced me to put in a password. HATED IT!!!

      Reply
  3. A friend inquired from me if QuickBooks could be used by Banking Institutions. The best I could say was I doubt. Please will you kindly offer me the best response.
    Thanks.

    Reply
    • Erix,

      I likewise doubt it. I don’t know that industry, but I would guess that the reporting and accounting control requirements are much more stringent than what QuickBooks is designed to do. Thanks for the question.

      Reply
  4. The pending notification thing was quite obviously needed. I am thinking what they can offer more in the next version as many of the user queries that needs to be changed are still undone. So I will stick to 2016 QuickBooks version only for now.

    Reply
  5. The last 2 years I updated my QB desktop yearly and both times my attachments were lost. QB Support was able to recover some, but not all, of them. I will not be updating this year. I can’t afford the loss and need to come up with another way to save attachments. QB was a perfect answer; too bad it’s a “sometime” thing.

    Reply
  6. Would like to have seen screenshots of statements. I’m still using QB2009 which works just fine for me. As I will be retiring in a couple of years, no sense in spending the money for upgrade, BUT I have a good friend in the same type business (towing) who would benefit. He uses an accounting program I had never heard of from Dome Publishing (?). His major hangup with QB (he tried it several years ago and returned it) is the somewhat limited amount of info that could be included on client’s statements, specifically the inability to have the PO#’s that are input on invoices print on statements without doing a workaround (memo box). There is also additional info that he would want to custom add to the statements.

    Reply
  7. Hi John,

    Yes, sometimes people want kind of a hybrid statement/invoice, but QB generates a pretty traditional statement, and it’s not too modifiable. I don’t know Dome, sorry. Thanks for your question.

    Reply

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