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QuickBooks has a huge number of options and features, so many that it is hard for anyone to know all of the ways that it can be used. Let’s take a look at the display of my sample QuickBooks company (which I’ve resized fairly small so we can see it all in screenshots here). One way to see this is to select the Window menu option, which gives you a list of SOME of the windows that you have open. While this does take up some valuable space on your display, I find that this is a very useful feature. One very helpful feature is that it allows me to switch back and forth between different windows easily by just clicking on the selection in that list. In some installations, depending on what windows you have open, this may take a very long time. There are a lot of options that can affect how you work with windows in QuickBooks, I like using the Open Windows List. Charlie that is interesting, the preferences screen you show is different that which is in premier. I believe that by default the system will save the curent desktop when closing company, although I would have to do some testing to check on that. We do not use the Open Window List because real estate is very precious on Invoices, Sales Orders, Purchase Orders, and Item List. We are constantly having to manually resize many of the columns on invoices, sales orders, and purchase orders, which is very time consuming and unproductive. What I have requested several times is for Intuit to add a horizontal scroll bar on the bottom of invoices, sales orders, and purchase orders.
With all these columns of data, a horizontal scroll bar is needed in the Enterprise version. Also, you can switch to open windows by using the keyboard shortcut Ctrl+Tab, press multiple times to scroll through.
SubscribeEnter your email address below to receive updates each time we publish new content. Quickbooks allows for lined and unlined laser checks to be formatted and printed on your laser printer. Built-in check security trusted by 7,000 financial institutions nationwide, with features such as chemically sensitive paper, microprint border, invisible fluorescent fibers, erasure protection, security screen & warning box. All registered company and product name trademarks, service marks, and logos are copyright and property of their respective owners. For the first time, small businesses can use QuickBooks to market themselves online by listing their businesses on Google Mapsa„?, creating and managing advertising campaigns with Google AdWordsa„? and posting their products for sale on Google through Google Basea„? a€“ a free product listing service.
QuickBooks 2007 will include several services that provide an easy way for small businesses to use Google to get their businesses and products noticed on the Internet a€“ right from an icon on the QuickBooks Home page.
Currently used by hundreds of thousands of businesses worldwide to gain new customers in a cost-effective way, AdWords relies on keywords to precisely target the delivery of an ad to Web users seeking information about a particular product or service. QuickBooks users can select search terms related to their product or service and create customized ads that show up when shoppers search on Google for those products or services. Google Maps a€“ Businesses using QuickBooks can more easily be found online with a free business listing a€“ even if the business does not have a Web site.
Product-based businesses will now have the ability to turn local shoppers into their customers with the new QuickBooks Product Listing Service, which will be in Beta at time of the QuickBooks 2007 launch. Research by iProspect, a leading search engine marketing firm, found that 47 percent of consumers who researched a product online drove to a store and bought the product during the 2005 holiday shopping season.
Intuit will also incorporate Googlea€™s powerful search engine, Google Desktopa„?, into QuickBooks 2007 so users will be able to quickly find customer, vendor or financial information anywhere within QuickBooks or on their desktop. Googlea€™s innovative search technologies connect millions of people around the world with information every day. QuickBooks Search Powered by Google Desktop: With Google Desktop, users will be able to quickly find customer, vendor or financial information anywhere within QuickBooks or on their desktop. This press release contains forward-looking statements, including Intuita€™s expectations regarding the QuickBooks 2007 product, services and features and related customer experience.
The redesign has the user in mind and Intuit’s goal is to create moments of delight while you are in the product.
In my opinion, the new QuickBooks Online is fantastic and it definitely will delight any user. On the left-hand of the screen, this is where you can navigate to different modules within the product.


For example, there are 33 transactions that need to be coded in the top within the Bank Accounts area. You have a drop-down box that let’s you sort these activities to just invoices, estimates, payments or expenses. This might be my favorite part of the New QuickBooks Online and I hope to be a huge delighter for many users. Note, that you have three little icons above your search results on the right.  These allow you to Print, Export to Excel or Edit the display.
This is a great dashboard-style tool that allows you to get both high level and detailed information about your accounts receivable. If you have the QuickBooks 2014 Accountant edition, here’s what the Accountant Center looks like. There are, of course, many other screens in QuickBooks 2014, but this gives you an idea of some of the most important screens.
Posted in quickbooks.Tagged quickbooks, quickbooks 2014, quickbooks accountant, quickbooks screenshots. When I help someone with QuickBooks, either on site or through an online support session, one of the first things that I show people is how to use the Open Window List. You can click on the Create Invoices icon to add invoices, click on the Snapshots icon to see an analysis of the business, select the Lists menu to find the list of form templates to manipulate, and so forth. If they want to perform a different task they just click on the icon or menu option for that task. If I have a feature that I’m using often, the window can be left open and I just click on it in the list. With this setting, the next time that you open this company file every window that you had open before will open again. Personally, I don’t like that, I often want to come back to the same set of windows that I had been working with. You’ll find that the lined checks match up perfectly with your software and the ease of operation not only saves time but money as well. Deluxe allows you to place your logo or other symbol on your checks to distinguish your company from others.
There is a "material connection" between this site and the merchants listed on this site, even though, this site is independently owned and the opinions expressed here are my own.
Integrated into QuickBooks 2007, available this fall, QuickBooks customers will have the ability to attract new customers using Google, the worlda€™s leading search engine. This feature gives small businesses full control over their budgets, allowing them to stop or pause their campaign, monitor their spending or change their advertising messages at any time. Google Maps gives QuickBooks users a tool to reach qualified prospective customers by simply creating and managing an online business listing.
Small businesses can let online shoppers know they carry a specific product by using this service to make their merchandise searchable on Google through Google Base. Additionally, 63 percent of those who researched online went to a retailersa€™ Web site for product information a€“ more than to any other type of online site. The company has nearly 7,500 employees with major offices in 13 states across the United States, and offices in Canada and the United Kingdom. Amazingly, the product is 13 years old and this is probably the biggest change the product has seen since its inception.
This gives you a breakdown of the expenses you’ve had in the past 30 days in a nice pie chart (or donut). Honestly, this is my least favorite area, but Intuit can’t knock it out of the park on every item. Intuit worked really hard to decrease the number of clicks it takes to get anywhere in the product and here is a great example. Then, you have the option to Show More and the screen quickly expands to a full-menu of options.
Under editing the display, you have a wide array of options to help you navigate through your search results. This is a huge time saver to help you navigate to those transactions that you accidentally navigated away from or if you just entered a transaction and remembered you forgot to complete a field.
You can change your company settings, update your chart of accounts, add new list items to products, recurring transactions, classes, etc. Update your billing information, manage your users, add feedback (because the engineers love to hear from you!).


We look forward to learning what’s working well and where can improve as more small businesses and accountants get exposure to the NEW QuickBooks Online!
It always surprises me that there are so many people who don’t know about this useful feature. If you have your windows set to always maximize then all you will see is the most recent window that you have worked with. This opens a sidebar on the left that will list all of the open windows, listing the most recently used window first. Without the Open Windows List I created the report and selected a date range, then went to another window to look at some options.
Some windows, like the Report Center, Company Snapshot and Calendar can sometimes take a noticeable amount of time to open. This is one of the reasons why I like the Open Windows List – it lets me see the windows that I have open, and I can close the ones that I am no longer using. Many businesses choose 3-To-A-Page checks to save time and money already but the quality and security offered by Deluxe adds to these advantages. Choose from a variety of colors and even have a professional logo designed by their graphic department for an additional charge. Please consult the merchant or manufacturer's sites for any facts that affect your buying decision directly. This alliance addresses this need by helping small businesses quickly and easily use the Web as an effective marketing tool.
The mapping capability allows customers to find a business, see a satellite image of it and get driving directions. Powered by technology from StepUp Commerce, Inc., recently acquired by Intuit, this feature enables users to automatically transfer inventory information to Google Base and attract local buyers to their shops. The designer and product managers work hard to get to the core of the user’s frustrations and design an experience to alleviate the pain. This is just for Accountant users because Intuit gives us some fancy tools to help us be more productive on the write-up and tax side. I then decided that I wanted to go back to the Profit & Loss report and selected it from the menu (or Report Center), and QuickBooks created another separate copy of the report rather than returning to the original report. If you don’t know what windows you have open you may find that QuickBooks is very slow to start up because the program is trying to open all of these windows. Look for Charlie’s articles in the QuickBooks and Beyond blog, as well as his California Wildflower Hikes blog. Handle all your accounts payable without the cost of multiple check stocks – ideal for firms with a single checking account! For additional security or distinction, include a second text color into your design as well as enhanced security design.
The alliance combines Intuita€™s deep knowledge and experience solving small business problems with Googlea€™s expertise and reach on the Web to help small businesses address their number one objective a€“ attracting new customers.
The feature also lets small businesses provide information such as their hours of operation, payment forms accepted and printable coupons. Googlea€™s targeted advertising program provides businesses of all sizes with measurable results, while enhancing the overall web experience for users. What’s even more awesome is that since this is a cloud product, the people at Intuit get to keep on working on it to make it even better!
With the Open Windows List I could see that the report is already open and just click on it rather than creating a new report. The listing can be updated at any time by the business owner, which means the business listing is always relevant and topical. Google is headquartered in Silicon Valley with offices throughout the Americas, Europe, and Asia. It’s for the business owners and the accountants that just want to get their books clean and not be put off by the process. I have had 2 new clients this week that have told me that it is absolutely confusing and I agree.



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