QuickBooks 2010 Preview

| September 17, 2009 | 14 Comments

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.I have a preliminary copy of the program and I have a longer list of features, but I’m not allowed to talk about things until Intuit announces them. Keep your eye on this blog for more information as it is announced!  Update 9/18/2009: See a more detailed preview in my next post.

Documentation Management

When you create an invoice do you have a customer PO? Would you like to be able to see that document when you go back to look at the invoice? Use a Document Management System to “attach” documents to transactions in QuickBooks. Please note that this is expected to be an added fee service that you subscribe to (fees haven’t been announced at this time).

There are a number of these kinds of programs that work with QuickBooks, but this is the first one that Intuit is providing (well, not the first, they had one a year ago but withdrew it from the market very quickly). To use the Intuit version you must have QuickBooks 2010. This will compete with products like PaperSave Plus (reviewed here) and  SmartVault (which I reviewed here).

There are some very interesting features here, but also a few things that I think need to be improved on. Note that this will store your documents offline (like SmartVault), rather than on your computer like (PaperSave Plus).

Rapid List Entry/Edit

This is a method of entering a large number of records to certain lists in QuickBooks. You have a spreadsheet-like form that lets you enter information directly, rather than one “edit” window at a time. This can replace Excel imports in many cases. Initially this will support customers, vendors, service items, inventory parts and non-inventory parts. Superior data entry and error checking features when compared to the Excel imports.

More coming soon, as Intuit releases information!

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Category: Program Updates, QuickBooks 2010

About the Author (Author Profile)

Charlie Russell is the founder of CCRSoftware. He’s been involved with the small business software industry since the mid 70’s, focusing on inventory and accounting software for small businesses. Charlie is a Certified Advanced QuickBooks ProAdvisor. Look for Charlie’s articles in the Accountex Report blog, as well as his California Wildflower Hikes blog.

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  1. QuickBooks 2010 Preview : Mayer Consulting Services Ltd. | September 27, 2009
  1. John Stacy says:

    Hi Charlie!!

    Sounds like the “Rapid List Entry/Edit” feature is what I’ve been looking for!!! Let me know more as you’re able, thanks.


    • Charlie says:

      Just keep an eye on this blog (or subscribe to it so you get notices) and you’ll see. I have 5 or so articles all lined up waiting to be published, once I’m free of the non-disclosure agreement.

  2. Chris Solberg says:

    I’d say your NDA is up… last night I stumbled across the full feature list on their (publicly available) proadvisor site! A Google search for Quickbooks 2010 lists the link on the first page.

    • Charlie says:

      Chris, every day they say a bit more. The NDA still covers things, so I can’t show screen shots until the actual program is out. I’ve added another posting that has some more detail, more to come!

  3. Robin says:

    I’m looking forwad to the document management. If I have a project that extends for months we need to make many notes along the way and it would be nice to be able to link it with the estimate/sales order. As far as I know there is currently no way other than in the customer notes and that is not enough room, especially if you have more than 1 project per customer.

    • Charlie says:

      Robin, after having used the new Intuit DMS product, I think I would strongly consider looking at SmartVault. It has more features. The only question is going to be cost – Intuit hasn’t announced their pricing yet. See my review of SmartVault (look under “product reviews”). SmartVault lets you add a “note” to a transaction, Intuit DMS doesn’t at this time.

      Also – if you turn an estimate into an invoice, go back to the estimate and click the “history” icon at the top of the screen. It will show you the linked invoices. Same for sales orders. Unfortunately, it doesn’t link estimate to sales order, and you can’t look BACK from sales orders or invoices to see the source it came from. And, that isn’t changed in 2010, I believe (although I could have missed something there)

  4. Robin says:

    Hi Charlie,I forgot to ask, are they going to come up with a way to link transactions? If I make an estimate, turn it into a sales order and then turn that into an invoice it would be great if you could look at the estimate and see what sales order or invoice it turned into. Or look at the invoice and see what estimate it came from. I tried adding other headers in the templates but that does not work for me.

  5. Parag says:

    i have microsoft money(for 10 years). will quickbooks 2010 allow me to convert 10yrs of MM data over to quickbooks?

    • Charlie says:

      Parag: Not really – not directly. Microsoft Money is similar to Quicken, not QuickBooks. It is a personal finance program, and it tracks things that QuickBooks doesn’t work with. There is a tool from Intuit that converts Microsoft Money information to Quicken. You could then convert from Quicken to QuickBooks.

      Since Microsoft is cancelling Money, I tried converting my Money files to Quicken (but not to QuickBooks). I didn’t have a lot of luck – and there are a lot of people who have problems. It is very tricky – it can be done, but it can be a lot of work.

      I also see that Intuit has an alternate way of converting Money to QuickBooks, using a different intermediate program.

      You could also try using some tools from Big Red Consulting to try it.

      No matter what you try, it will not be simple.

  6. Parag says:

    thanks. will the quicken 2010 be easier to convert Money files?

    • Charlie says:

      To be honest, no matter how you do it, it is going to be a pain. It isn’t a simple task and there are a lot of very picky things you have to do, because Money stores things in a different way than Intuit does, PLUS I don’t think that Intuit has put a lot of effort into making the conversion work smoothly. They ask you do make a lot of changes to your starting database that their conversion tool should be able to do itself.

      I worked for several hours trying to convert my data, and I essentially gave up because it was so frustrating. I don’t have as much info as you do, and I was primarily working with investment data, so my experience may be different than yours.

  7. West Chaseman says:

    Apr 2010 – I am continually dismayed with Intuit’s releases of QuickBooks. Version 2010 PRO / Premier now offers a “Document Management” feature (EG: scan and attach receipt to a transaction) .. but they ONLY allow online storage of these items AND it’s on THEIR servers .. not your own local computer hard-drive. Of course, they conveniently offer a PAY-FOR monthyly service, if you go over the measly 100mb of disk space. Excerpt “Your documents are stored online (up to 100 MB of free storage)2” where footnote 2 reads “A low-cost monthly subscription is available if > 100MB of storage are needed.”

    This is so typical of Intuit QuickBooks; constantly scamming ripping off its customers who are FORCED* to upgrade every two years at the FULL price. *Forced is appropriate word, as certain features such as invoice-to-PDF eventually stop working and you’re prompted to purchase a more recent version of QuickBooks.

    I truly dislike QuickBooks and would stop using it, if my accountant would only accept data from a different application such as Microsoft Accounting!

    • Charlie says:

      West, a couple of quibbles. First, you don’t have to update every two years – they sunset their products after three years. Second, they do offer a discount for upgrade users, rather than charging the full price. Their discount is small, and you can buy the product for less at other sites (as I discuss at http://qbblog.ccrsoftware.info/2009/09/quickbooks-2010-pricing/ ). Third, although they do sunset certain features, the invoice-to-PDF feature is NOT sunsetted. I can still do that with my QB Premier 2005 installation.

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