Archive for September, 2009
QuickBooks Enterprise 10.0 – Not Ready for Prime Time?
Just a quick note – I’m playing with the production release (R1P) of QuickBooks Enterprise 10.0 this morning, trying some of the new features relating to custom fields (more on this later), and there are problems. I can’t say how extensive this is, or how it might affect you, as I haven’t yet pinned down all of the parameters. HOWEVER, at least as far as custom fields in invoices, there are a lot of problems. If you have recieved Enterprise 10, and you use custom fields, you might want to wait awhile before using this release.
QuickBooks 2010 Document Management
QuickBooks 2010 adds an integrated Document Management System to QuickBooks that is very simple to use. This article gives a brief overview of this new feature.
A Document Management System (DMS) is a program that is used to store documents and/or images of paper documents. This can be a very valuable tool for your business. If you have a customer PO that relates to an invoice, you want to be able to find that PO quickly. If you are creating estimates for clients and you are creating supporting documents, you need to be able to access those documents when working with the estimate. A DMS system will help you organize this information and, if it integrates with QuickBooks, let you associate the documents with transactions or other records in QuickBooks.
QuickBooks 2010 Rapid Data Entry
Until now, if you wanted to quickly add a large number of records to a list in QuickBooks, you had to resort to using an Excel import or use a third party import tool. This often would be a tedious chore, requiring that you “map” your Excel spreadsheet to the fields in QuickBooks. In the 2010 release of QuickBooks Intuit has added a Rapid Data Entry feature that many people will find useful.
QuickBooks 2010 Pricing
You can order QuickBooks 2010 starting this week, so here is my annual “QuickBooks Pricing” article. Where is the best place to buy QuickBooks? I’ll let you decide – but do NOT pay full retail for your copy of QuickBooks!
Warning – Phishing eMail about Intuit Products
A quick note – there are a lot of phishing emails coming out lately that look like they come from Intuit. Some talk about a security tool that QuickBooks online users must download, some talk about a survey to fill out after your purchase of an Intuit product. Please be careful, these may be phishing emails trying to get malware on your computer or access to your accounts.
Review: Intuit PaymentNetwork
Intuit recently announced the Intuit PaymentNetwork, a low cost method of sending and receiving payments. As someone who collects and makes payments via online services every day, I was intrigued by the extremely low fees for this service. I’ve been playing with it lately, so here are some thoughts.
QuickBooks 2010 Overview
Hot on the heals of my “preview” article yesterday, here is additional information on QuickBooks 2010. This information has been released to ProAdvisors but it hasn’t yet hit the Intuit end-user oriented web sites. I’ll have more details in the coming weeks, with screen shots and more details, when Intuit releases the product.
QuickBooks 2010 contains a number of new features, as well as some improvements of existing features. The following is a quick list of SOME of the new and improved features (please note that this is not a list of bug fixes).
QuickBooks 2010 Preview
Intuit is starting to announce the features that are available in QuickBooks 2010. The first two announced features are a Documentation Management program and Rapid List Entry/Edit.
QuickBooks Support and Training Resources
There are a lot of ways to get help with QuickBooks, and in today’s article I’m going to list a few resources for support and training that I’ve found to be helpful. Many of these are free, but some do have a cost involved. Updated 11/10/2009
This isn’t a comprehensive list of ALL resources that are available – but they are all ones that I’ve used, read or reviewed at one time or another. If you have any that you like that aren’t listed here, leave a comment!
Review: SmartVault Documentation Management for QuickBooks
I’ve talked about documentation management systems (DMS) and their value to a business in my article on PaperSave Plus. Today I’ll review another DMS system that works with QuickBooks: SmartVault.
This product takes a different approach than PaperSave Plus – it stores your information in an online server rather than in a database on your local computer. In addition, you pay a monthly fee rather than making a one-time purchase. In addition to storing your documents you have the ability to store backups of your company file.
