For instance, if you're working on the home page, one topic may be "Moving QuickBooks from one computer to another." Switch to Company Snapshot, and new topics appear, including "Open purchase orders." Can't find the information you need? Type in your own query and click Ask My Question.īut will anybody respond? Two of our questions on online banking were never answered, but another query on the QuickBooks Learning Center tutorials got a response within a few hours. The Live Community window is positioned on the right side of the screen, with a context-sensitive list of discussion topics. We have mixed feelings about Live Community, introduced with QuickBooks 2008, which makes it easier to get technical support from fellow users rather than Intuit. And the Client Data Review feature in the Accountant Edition makes it easier for bookkeepers to find and fix their clients' errors. Premier now supports most of the world's currencies, a boon for small businesses that need to send invoices, bill payments, and wire transfers internationally. The finished product isn't anything fancy-it's mostly a marketing site-but its appearance is professional. The company's Homestead subsidiary provides dozens of design templates, which you can customize by changing colors and backgrounds, adding your own images (like company logos), and so on. While many Web-hosting services offer free starter sites, Intuit does make the process very easy, and no coding skills are required.
QuickBooks users now get a free Web site for one year, after which Intuit changes $4.99 a month. This 30,000-foot view is handy for users who get lost in the minutiae of daily bookkeeping. The list headers avoid accountant gibberish and give it to you straight: customers who owe money, vendors to pay, and so on. What follows is a screen with information to help business owners better manage their daily cash flow. To access it from the home page, you click Company Snapshot on the Icon Bar. The Company Snapshot provides a mile-high view of your daily business operations.Īnother Quicken-style feature is Company Snapshot, a single-screen overview of your business's vital stats.
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With Wells Fargo, for instance, we needed to download our banking statement from Wells' CEO Basic Banking Site to finish the process. Furthermore, your bank may require you to go to its Web site to complete the setup.
In our tests, for instance, it wouldn't set up an account with Bank of America, suggesting we contact the bank for more information. Overall, the Banking Center's setup wizard is well designed, although not as seamless as it should be. One rule, for instance, might instruct QuickBooks to rename any transaction with the text string "Staples" to "Staples Office Supplies." This prevents the program from adding new vendors to your payee list every time the bank adds a unique reference or store number to the vendor name, such as "A735Staples09128008." For instance, you can set up naming rules for downloaded bank transactions, allowing QuickBooks to automatically rename and categorize them. The enhanced banking tools, some borrowed from Intuit's Quicken personal finance application, are smarter and easier to manage.
The redesigned Online Banking Center for 2009 makes it easier to set up your financial accounts, write online checks, and download and organize transactions. While earlier versions of QuickBooks had online banking, only a tiny percentage of people used the feature, according to Intuit.
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