Easily find and locate inventory tasks by accessing your inventory items and reports all in one place with QuickBooks Inventory Center. Now add a notes field or image to each item for quick identification.
Serial Number or Lot Tracking
Conveniently track serial numbers and lot numbers right inside QuickBooks. Enter serial numbers and lots at the time of purchase, transfer, or sale – this means no extra data entry is required for reliable tracking. You can track defective lots through assemblies and subassemblies, in stock on shelves, and customer purchases with new reports.
Now you have the flexibility to work in FIFO costing in addition to average costing for tracking inventory. Switch between costing methods at any time.
Excel Integration Refresh
Save formatting and save time. Now when you export your QuickBooks reports to Excel, simply refresh your previously saved worksheet and your formats will be applied to the new report. QuickBooks remembers your Excel formats so you can work seamlessly.
See invoices, billing, past transactions and other important tasks coming due or past due in the Calendar view. The improved “to do” list captures more relevant information to help prioritize your tasks.
Get organized by scanning and attaching receipts, estimates and other important business documents to your QuickBooks records with drag and drop ease. The new QuickBooks Document Center lets you store files locally on your hard drive. A major advantage at tax time.
Let QuickBooks do your most frequent and time-consuming tasks for you. In addition to automatically executing recurring transactions like weekly and monthly bills and invoices, you can now easily select which transactions to run and which to postpone. Includes new bi-monthly option.
Track and follow up on sales leads in the new QuickBooks Lead Center. Easily import existing leads. When your lead becomes a customer, move the lead’s contact information into the Customer Center with one click.
Enhanced Inventory Receiving
Keep item receipts and bills separate. Maintain reliable inventory counts even when a single order is delivered in multiple shipments, or bills and items are received separately. Maintain reliable inventory counts even when a single order is delivered in multiple shipments. Apply item receipts or bills for each partial shipment received against the original purchase order.
Automatic Price Adjustments
Set a default percentage or dollar amount markup for your items. When costs change, choose to increase sales prices by your markup amount, or have QuickBooks automatically make the changes for you.
Faster Form Completion
Find items in your sales order based on item detail, including custom fields, directly from your sales order, invoice, or sales receipt. With the click of a button, populate the selected items into the form you’re working on.
More Multi-User Activities
Now complete more activities in multi-user mode:
Define custom fields
Set a closing date
Change any list sort order
More Price Levels
Now you can add up to 750 different prices in the price level list.
Batched Invoicing for Time and Expenses
Invoice multiple customers for time and expenses in one batch. Create a full set of invoices for customers with the same time and expenses. Just create the invoice and select the customer you want to send it to.
Batched Time Sheets
Create time sheets for multiple employees or vendors in one batch. Create the time sheet and select the employees or vendors who worked the same hours.
Industry Report Templates
Access industry specific report templates created by other QuickBooks users. Quickly find the report you need, with results displayed by your industry, user rating and report popularity. Click to populate the report with your business data.