Reviewing clients files can be a time-consuming process. Accounting professionals can save time working with their clients file using these features of Client Data Review: Reclassify hundreds of transactions all at once Write-off multiple open customer invoice balances at once Fix incorrectly recorded sales tax payments Quickly troubleshoot inventory issues Identify changes clients made to the lists in QuickBooks Troubleshoot. Salesforce for QuickBooks With a paid subscription through the Intuit App Center, the App synchronizes customer data with QuickBooks to provide streamlined information to those in sales and management to eliminate data entry in two different systems, showing aggregated customer information alongside probability for closing a deal.
Already in QuickBooks Enterprise Solutions, enhanced Inventory Receiving. One of the largest problem with using Inventory in QuickBooks was that users would inadvertently change their item receipt date by simply updating the bill date when the item receipt was converted to a bill. Accessible: From the menu bar, select Company, Income Tracker. For those accounting professionals and their clients that invoice customers for time on projects, the new Time and Expenses display in the Income Tracker; helps to take the guesswork out of project time that is remaining to be billed.
Other Improvements Across ALL QuickBooks Desktop Editions (except where noted estimates automatically close after they are converted to an Invoice. Column and filter for the "Other 1" and "Other 2" fields are available in reports.
Accountant ToolBox is accessible from the Company menu when logged in as an External Accountant. Access to Accountant tools while at the clients site makes you more productive. With the Accountant ToolBox unlocked, you can work with the following tools to simplify your review of the clients file: Accountant Center, available with: QuickBooks Accountant Desktop 2015, QuickBooks Enterprise Accountant 15.0.