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QuickBooks Connect 2014 - Tuesday Recap

Oct 23, 2014 5:47:00 PM Kathy Dise QuickBooks

QuickBooks Connect continues to be rewarding. The theme is 'Ways to Save our Clients Time and Provide them with Better Information.'  Isn’t that great.QB_Connect_Conference

Here’s what I learned today:

  • Found an add-on for my contractor and service clients that allows you to schedule and remote access your QB. This is great because QB discontinued their service last summer.  I will be checking out corrigo for all our service clients.
  • What’s new in 2015: nicer reports, nicer dashboard and comments available on reports
  • Want to demo Enterprise? Visit this page to demo Enterprise Solutions. It's a great way to see if you want to upgrade.
  • QB Enterprise is much improved. Inventory cannot be invoiced if not in stock. Finally!
  • Converting QB desktop to QB Online. It is getting easier to convert.
  • Watch The QB Show to stay up to date on QuickBooks. Michelle Long, my favorite trainer, is the star.
  • QB Online can do about anything with add-ons like Ebillity or Expensify. QBO is the HUB for small business in the cloud.  Even huge inventory can be handled.
  • Don’t condense a big file. Send it out for a clean up. and will condense huge files. Transaction Pro Importer can move excel and other software to QB.
  • Make a portable copy and restore to make sure your QB file is clean.
  • Large Inventory, Payroll (will need to add some W-4 info, company contributions, employer info, need to set up direct deposit . . .), Merchant Services/Credit Card Processing will cause challenges
  • Unreconcile your bank accounts before you convert/ re-reconcile after the conversion
  • What QB Online has that QB Desktop doesn’t
  • Can easily create rules for quicker data entry, bank transactions are automatic each night
  • Recurring Sales Forms can be automatically emailed (really cool tool PLUS QBO can include unbilled charges)
  • Multiple AR/AP for journal entries allowed
  • Audit Log can see when users log in and out
  • Customize reports, create a group, and they can be automatically sent out
  • QB Mobile via the phone (no longer on QBDT) allows you to enter transactions on your mobile phone.

That is it for today. I will keep you posted.

Read Monday's QB Connect recap here.

QuickBooks Online or QuickBooks Desktop? Download our checklist  to find out which version is best for your business  

Kathy Dise

Written by Kathy Dise

Kathy has over 30 years experience helping small businesses succeed. As a commercial lender, commercialization expert and now as a QuickBooks diamond level advisor, Kathy understands the challenges small business owners face. Her experience helps business owners quickly accomplish their financial goals. As the owner of BudgetEase, Kathy works with clients to develop a plan to efficiently process 1,000s of small transactions so owners can make informed decisions. She lives in Shaker Heights, OH with her husband Ralph and enjoys golf, curling and walking in Cleveland’s fabulous Metro Parks.