As most of you already know, intuit has released their 2013 version of QuickBooks. What some of you may not know is that they made some pretty significant changes to the Accountant’s version. Here are the details:
Batch Enter Transactions
Now instead of having to do each transaction one by one and click “Save and New” in between each one, you can just use the Batch Enter Transactions feature in 2013. To do this, go to the “Accountant” dropdown and choose “Batch Enter Transactions.” The screen that appears is similar to an excel spreadsheet. From the top, you can choose the type of transaction you want to enter. You have the choice of Checks, Deposits or Credit Card Charges and Credits. Then you just enter in the information for each transaction on each line. You can also Copy and paste from excel if your columns all line up. Once you have everything in there, just click Save transactions and all your individual transactions will be created!
Send General Journal Entries
Previously, if you wanted to send your client the journal entries that you did for them, you had just 2 options. You could use/send the accountant copy,which we all know is cumbersome, or you could type out and email the journal enteries and hope your client enters them in properly. Now with 2013, from your copy of the QB file, you can easily just send an email directly from QuickBooks with just the journal entries that your client can easily import.
From the Journal Entry screen, just click the button at the top that says “Send GJEs”. This will bring you to a screen where you can select which Journal Entries to send.
Check off the ones you want to send, make any edits you want by clicking on the blue link and then click “Email as Attachment.”
Once you choose to send the JE’s as an attachment you can enter in all the email addresses/ text that you want to be included on the email. Then choose “Send Now.”
The client will then receive an email where they can double click the attachment and import the files. The client will get a message that the entries have been posted.
Client Data Review
Here are 2 changes that were done to the CDR in 2013:
-Write off invoices option generates a credit memo instead of discounting the invoice – FINALLY
-Change Name Type option is a feature that lets you easily convert entries in the other names list to be customers, vendors or employees.
-Now when you want to toggle to another version, the Bookkeeper edition is an option.
-The Statement Writer is now compatible with 64 Bit versions of Excel.
-The Statement Writer now also uses a new Ribbon interface similar to the new ribbons in QuickBooks.