QuickBooks Enterprise Solutions 2018
QuickBooks Enterprise still lives on in the US and we have many clients who still use this verison. So for those clients who are still using QuickBooks Enterprise US here is an update of what is new in 2018
Tailor your workspace for more productivity by moving individual QuickBooks windows onto up to three connected monitors.
From the menu bar in QuickBooks, select View > Switch to Multi-monitor Mode, or use the keyboard shortcut, Ctrl+Alt+M. When this setting is enabled, each open window in QuickBooks will display a Move Window to Next Monitor button near the top right.
Note that this will not work for those using QuickBooks in a hosted environment.
Payroll Liability Payment Reminder
For those with an Enhanced Payroll Subscription.
Helps make sure you and your clients are reminded of upcoming payroll liability payments. On the Home page, QuickBooks displays a red reminder badge seven days prior to the scheduled payment due date. This reminder prominently displays on the Home page, helping to increase peace of mind that future payroll liabilities payments are not missed.
To set a payment schedule for liability payments, from the menu bar select Employees > Payroll Taxes and Liabilities and Edit Payment Due Dates/Methods.
Past Due Stamps on Invoices
Visual confirmation that a customer’s Invoice is past due displays on screen when an Invoice has a Past Due balance. Optionally, set a template preference to include the Past Due stamp on emailed or printed invoices. Make a decision invoice-by-invoice to turn off the visibility of the Past Due stamp on the selected invoice when printed or emailed.
From the menu bar, select Lists > Templates and select the template you want to modify. With the template selected, from the lower left Templates drop-down menu select Edit Template. On the Basic Customization window, place a checkmark in the Print Past Due Stamp.
Merge Vendor Records
The new Merge Vendor feature provides a consolidated window to efficiently identify and merge duplicated vendor records. Search and sort for both active and/or inactive vendors, for the purpose of merging duplicated records. Select up to four individual vendor records, designate one as the master record and merge them together. Optionally, update vendor record fields on the master record before merging.
Note you must be logged in as Admin or an External Accountant user to use this feature.
Copy-Line and Paste-Line Keyboard Shortcuts
Efficiently work with transactions that require repeating rows of information. New keyboard shortcuts will save time. Copy an entire row with the windows keyboard shortcut Ctrl+Alt+Y, then paste the entire row to a new line with Ctrl+Alt+V. Copy and paste rows works with Invoices, Estimates, Sales Receipts, Sales Orders, Credit Memos, Purchase Orders and Timesheets in QuickBooks.
Cash/Accrual Toggle on Reports
With the simplicity of a click, users can toggle displayed reports between Cash or Accrual Basis. The ability to view reports in Accrual Basis for management decisions, and Cash Basis for tax planning, has always been one of QuickBooks’ most desired reporting features.
Found on the top left of a displayed report in QuickBooks Desktop
Improved Chart of Accounts Search
New search box on the chart of accounts window makes it easier to find and select a chart of account or sub-account by typing an account number, account name or partial words of an account name. Searching is easier and more convenient than having to scroll through a long chart of accounts list.
Updated Email Security
QuickBooks 2018 includes securely sending of emails from Gmail, Outlook, Hotmail, MSN and Windows Live accounts through QuickBooks, using improved multi-factor authentication. Security includes signing in with your Intuit ID account. Once set up, you no longer need to enter your webmail password when emailing from within QuickBooks. Access and refresh tokens track that you have authorized QuickBooks to access your webmail.
From the menu bar, select Edit > Preferences > Send Forms > My Preferences. Select Webmail option & click Add. Select the “Use enhanced security” setting during the setup. You will need to have your Intuit® ID and Password to complete the setup.
Mobile Inventory Scanning
Using a barcode device or Android phone to record inventory, pick quantities at the warehouse. Mobile device recording of picked quantities improves accuracy and efficiency in the picking, packing and sales recording process in QuickBooks Enterprise with Advanced Inventory.
To connect a mobile barcode scanning or Android device5, log into the Enterprise company file as the Admin user. From the menu bar, select Edit > Preferences > Items & Inventory, and from the Company Preferences tab select Advanced Inventory Settings and then click on the Site Operation tab
Sales Order Fufilment Workflow
Access to picklist details on a mobile device that’s connected wirelessly to a QuickBooks Enterprise file with Advanced Inventory. Real-time access to the status of sales order fulfillment in QuickBooks Enterprise. Option to print the picklists and update the picked quantity manually in QuickBooks.
In QuickBooks Enterprise, inventory picklists are prioritized and created from sales orders.
Picklists are assigned to a Warehouse User and synced with the mobile device(s) across warehouse(s).
A Warehouse User signs into the mobile app from the warehouse location (internet connection required).
The assigned picker scans barcodes or serial number barcodes - or, if not scanning, manually enters the quantity of items picked.
Updated picklist details are sent back to the QuickBooks Enterprise file.
Inventory Report Customisation
Customisable display options added to the following inventory reports:
Inventory Valuation Summary or Detail
Inventory Stock Status by Item
Assembly Shortage by Item