Episode 7: QuickBooks 2010 Document Management

October 7, 2009 By 3 Comments

Join me as I explore one of the most intriguing new features of QuickBooks 2010, a built-in document management system.  This new feature allows you to scan a document (a bill from a vendor for example) and attach it to a transaction in QuickBooks (the bill as entered into the program).  It then allows you to pull up that original source document that was scanned in directly from the transaction screen.  It’s a great idea, but did Intuit get the implementation right?  Watch the video and then let me know what you think of this new feature.

This post was written by Michael Debyah.

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QuickBooks 2010 Preview

September 16, 2009 By Leave a Comment

QuickBooks 2010I just received an email from Intuit announcing the release of the QuickBooks 2010 website.  The site highlights some of the new features that will be available in this updated version.  QuickBooks 2010 will go on sale September 28.

The main new features look to be the following:

An updated Client Data Review with 4 new tools to help clean up client data (this is a feature in the Premiere Accountant Edition only)

    Document management allows you to electronically “paperclip” documents to QuickBooks transactions.  Not sure exactly how this will work since they don’t give all the details of it, but this could be a fantastic new feature!

    The ability to add/edit multiple list entries.  You will be able to copy and paste from Microsoft Excel directly into some QuickBooks lists.

    Create financial statements (with Premiere Accountant Edition) with the new improved Intuit Statement Writer 2010.

    There are several other improvements listed on the site and these new features vary by product (some new features are only available in Premiere, while other may be in Pro or only Enterprise, etc.)  It will be a while before I have any detailed info on these new features, but as soon as I do I will pass the info on to you here.  Also, as soon as I get my ProAdvisor copy of the software I will put together a video walkthrough highlighting some of the new features.

    This post was written by Michael Debyah.

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