my quickbooks wishlistQuickBooks 2013 hasn’t been released yet, but it probably will be pretty soon (new versions usually come out in the early fall). Here’s my wishlist for the new version:

  • Faster, using more processing power and memory for intensive tasks. I’ve watched my Windows systems resources performance monitor while running 2012 Enterprise and Premier. It seems that QuickBooks sometimes leaves a lot of computing resources on the table during intensive processes. Better resource use = faster processes, usually. Seeing less of the “(Not Responding)” message would be nice too.
  • Better performing Condense command. This command crashes a lot of the time. (We are happy, though, to provide our supercondensing alternative which shrinks the file down more than the built-in condense does anyway.)
  • Allow more networked users to be licensed under the Pro and Premier editions. These editions currently max out at three and five users respectively. I think it would be a good thing if Premier users didn’t have to upgrade to Enterprise when they want to add a sixth QuickBooks user on a network, unless they want to.
  • Enhanced dashboard/snapshot. Add trending gross profit or net profit, and multi-year date comparatives
  • Enhanced user permissions control. In particular, an “enter-only” permission where you can set up a user to be able to enter original transactions but not revise them later. And more total lockout of users who don’t have module permission. Three cheers for accounting control! By the way, I got both of these ideas about permissions from some comments by my wonderful readers — thanks!

Maybe some of my wishes will come true in the 2013 version, or if not, the 2014 version. What’s on your list?

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apps get seriousBy now, everyone knows what apps are. You’re probably exchanging Words With Friends right now. Most people, however, just use apps for fun. And why not? The accessibility of games, music, and media is a fantastic thing. That love of apps, however, doesn’t always seep into people’s professional lives, let alone their QuickBooks use. If you aren’t using QuickBooks apps, you’re probably spending time performing data entry tasks, missing out on financial insights, and dealing with decreased productivity.

Here’s something to think about. According to a recent study, 72% of small businesses use mobile apps, and about a third say they “couldn’t survive” without the use of mobile apps.  The benefits of apps are obvious: they’re designed with the sole intent of saving you time (which then saves you money), providing convenience, and connecting you to QuickBooks in new ways. Plus, apps are just nifty. What’s not to love?

So, maybe you’re vaguely interested in using QuickBooks apps. You’ve gotten as far as saying,   I’d love to use an App for QB, but where do you start? How do you find the right QB app for you? With so many choices, how do you decide?

The key is to think about what you really need.  What is your pain point?  Start by thinking of all the things you do in QuickBooks  and which of them you dislike, or the ones that seem to take up a lot of time—time that could be used doing more important work.  Let’s take expense reporting as an example. There are two aspects of expense reporting: the person incurring the expenses, and the person approving those expenses and putting them into QuickBooks. The person filling the expense report has the following problems: receipts get lost, filling out expense reports is time consuming, boring, and most importantly, filling out expenses reports takes time that could used doing much more important work that actually impacts the success of your business. The person putting those expenses into QuickBooks has some of the same problems: the work is time consuming, boring, and not core to your business.  The time spent tracking down the one typo in an expense report with 100 expenses could be much better spent doing other more important work.

Expense reporting is a menial, repetitive, boring and time consuming task.  This is the perfect opportunity to step into the future and use technology! You’ve identified the problem. Now, find the solution.

In this case, the solution is to use an expense tracking app. Most apps have receipt reading features, which address the problem of data entry being time-consuming and subject to error. Also, apps save time by offering a mobile app: you can file, categorize, and send these expenses to QuickBooks right from your phone, at your convenience. By using these apps to file expenses as they happen, you’re saving time and maybe even enjoying the task!

If you want to find these apps, the place to go is Intuit’s App Center. Because App Center is run by Intuit, you can be sure that the apps within it are tailored specifically for Quickbooks users. Just run a search for what you need, in this case “Expense Reporting.” Compare the results, and pick an app.

The only real way to start getting the benefits of apps is just to dive in and start using them. When you download an app, make sure to use it at least once a week. If you want help setting up, contact the app’s support team (they’re there to support you). The biggest challenge when using apps is changing your every day actions. Once you make that change, though, you’ll wonder how you ever got by before. So go! Off to App Center with you!

Amber Pike blogs for ProOnGo Expense, which just so happens to be the best expense tracking app out there! She also runs customer support and helps out with marketing work. She oftentimes finds herself talking about QuickBooks in social situations; none of her friends know what she’s talking about.

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Although we have been able to repair damaged Canadian QuickBooks files for a long time, we have only recently begun providing Canadian users of QuickBooks with a service to condense their large data files.

This is a good solution when Canadian QuickBooks is becoming slow or unstable due to large company file size. Users describe situations where it takes 30 seconds or more to save an invoice, or minutes to run a large report. When we can delete old information in the file, the processing time for those tasks shrinks significantly.

The process is straightforward. The user tells us the cut off date they want to use, typically from one to three years back. They upload their data to us securely on a Friday afternoon. We remove closed transaction data prior to the cut off date and make the condensed file available to them later on that same weekend.

Account balances remain the same, and Canadian tax reporting is all preserved.

We can create a test copy of the condensed data for the user’s evaluation in advance of the final work, and there is no charge for creating the test copy.

For more information, call 1-800-999-9209 or click here.

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Sometimes QuickBooks Pro or Premier users wonder if they should upgrade to Enterprise.
Sometimes Enterprise users wonder if they should downgrade to Pro or Premier.

So bottom line, what’s the real difference between QuickBooks Enterprise and the lower editions? In a nutshell…

* Enterprise has more sophisticated inventory tracking features and reporting
* Enterprise has more sophisticated role-based user permission control
* Enterprise works better with large data files (although some still need a supercondense)
* Enterprise allows for more (up to 30) simultaneous users
* Enterprise is more expensive to buy and support

There are other differences (here is Intuit’s comparison chart), but to me the above are the most important. Do you agree or disagree?

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