Marc Mintz & Associates

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QuickBooks Enterprise 2016 – New Features and Improvements

On September 21, 2015, Intuit released the 2016 version of QuickBooks for all their desktop products, including Pro, Premier, and Enterprise. If you are new to QuickBooks Enterprise, Intuit changed their pricing model for this product starting with the 2015 version. QuickBooks Enterprise is now sold as an annual subscription with a per user cost. As with most things, there are some advantages and disadvantages to this change. The advantage is that you get to download the latest version as soon as it is released and take advantage of all the new and improved features. Although there are no know issues with the 2016 version, we do not normally recommend immediate installation as there might be unknown issues. Below we have summarized the new features and improvements for QuickBooks Enterprise 2016.  If you need help installing the new version or using the new features, contact the experts at Marc Mintz & Associates.

 

NEW FEATURES in 2016

Bill Tracker

Bill Tracker gives you a dashboard view of vendor-related expenses.

 

Bill Tracker

  • Track all vendor-related bills in a single window
  • See which bills are overdue at a glance
  • Take immediate action on any and all open items

 

Sort on Columns in Payment Screen

You can now click on any column header in the Customer Payment screen to sort the displayed data. This might be helpful if you are looking to select a series of sequential invoice numbers that are out of order based on their dates.

 

Bulk Clear Send Forms

Bulk Clear Send Forms allow you to select and remove multiple forms from the send queue. If the “Send Later” box was checked when saving a form such as an invoice or a purchase order, your send queue can become quite large. The Bulk Clear Send Forms feature allows you to check off the forms you want to remove from the queue and click the Remove button once. This feature is accessible by clicking on File, Send Forms.

 

Fiscal Year-to-Last Month Report Filter

The Fiscal Year-to-Last Month report filter can be selected when customizing financial reports.

 

Batch Delete/Void Transactions

The Batch Delete/Void Transactions feature will save you and your accountant time.

Batch Delete Transactions

This feature allow you to:

  • Filter transactions to find the correct ones to delete or void
  • See which transactions are linked to others before deleting them
  • Safeguard your data with integrated backup

 

Continuous Feed Label Printer Support

Cont Feed Label Printer

Continuous Feed Label Printer support allows you to print single labels with a Zebra-compatible printer from any of the following lists and filters:

  • Names List (all names including customers, vendors, etc.)
  • Filter for Customer Type
  • Filter for Vendor Type
  • Print Bar Codes (QuickBooks Enterprise with Advanced Inventory)
  • Filter for Zip Codes that begin with the first 3 numbers

 

Auto Copy Ship-To Address

When creating a purchase order from an estimate or a sales order, there is a new option to place a check mark in the Drop Ship to Customer on the Create Purchase Order Based on the Sales Transaction window.

Auto Copy Ship To Address

Checking this option will populate the Ship To address on the purchase order with the customer ship to address from the sales transaction.

 

Filter for Custom Fields in Item Reports

When running item related reports in QuickBooks 2016, you can now use the custom fields to filter your data. For example, if Color is a customer field and you want to display only the Red items in your item report, you can select Color as a filter and set that filter value to Red. The report will now display only items that have the value Red in the Color custom field.

 

NOTABLE IMPROVEMENTS in 2016 in the Following Areas:

E-Invoicing

Verify and Rebuild Process

Upgrade Process

Advanced Reporting

QuickBooks Statement Writer Supports Microsoft Office 2013