What’s new with QuickBooks 2010?
Having installed and tested QuickBooks 2010, I can tell you that it truly does have some really great new features.
My favorite it the ability to attach documents to transactions and customer, vendor, or employee lists. This feature can be used, for example, to attach an employee’s job application to their name within the employee list or attach a loan document to the liability on the chart of accounts. These are just a few examples. I also think the improved forms customization will please many of the people who have been unable to get the exact style of form they needed.
Last but not least is the Company Snapshot. This feature has been around for a few years but now with the improvements in the 2010 version, I think it is much easier to understand and actually use as a management tool.
Listed below are the detailed improvements along with the footnotes directly from Intuit. If you want to see the screenshots of the new features and get more information click here and you will be directed to the QuickBooks website.
Electronically “paperclip” your documents to QuickBooks transactions to stay organized
NEW!QuickBooks Document Management1
Save time by managing your client documents directly in QuickBooks. Organize receipts, contracts, statements and more by attaching electronic or scanned files to any customer, vendor, employee, account, or transaction.
- Store receipts, statements and more online (in the internet cloud) for easy sharing
- Easily attach documents to any customer, vendor, employee, account or transaction
- Scan dozens of documents at one time — simply insert blank pages in between and QuickBooks creates individual files2
- Keep important documents at your fingertips and backed-up online
- Streamline collecting and matching documents from clients to specific transaction
Entering large amounts of List data is now as simple a copy and pasting
NEW! Add/Edit Multiple List Entries
Quickly enter or edit multiple Items, Customers, and Vendors so you can make changes faster and more efficiently than ever.
- Enter Items, Customers, or Vendors data using an improved table format
- Copy and paste lists from Microsoft Excel3into QuickBooks lists
- Edit one list entry then easily copy the changes to many
Spend less time hunting for the right report
IMPROVED! Report Center
Quickly scroll through full-size sample reports to make sure you get the right information before running a report. No more looking at tiny thumbnails.
- Use the search box to find reports using plain English
- View recently-run reports — QuickBooks even remembers your custom settings
- Get a shortcut to reports you use most by creating “favorites”
Instantly see how you are doing
IMPROVED! Company Snapshot
Get an instant view into the bottom line with more at-a-glance reports featuring easy-to-read graphs. See data from multiple years side-by-side for a quick comparison.
- Select from 5 new reports: Year-over-year expense comparison, Year-over-year Income and Expense Comparison, Income Breakdown, Expense Breakdown, and Top Customers
- Drill down on the data behind the graphs with just a click
- Filter reports instantly to include only the information you want
- Customize which snapshots appear using simple drag and drop functionality
Get up and running quickly and easily
IMPROVED! Installation Enhancements
Installing QuickBooks 2010 is easier than ever for both new users and upgrades with our installation improvements.
- Simplify installation choices with a New Installation Manager
- Choose from Express and Custom installation options
- Reduces installation steps for upgraders by copying existing configuration
Reduce the size of your QuickBooks file
IMPROVED! Maximize efficiency with Clean Up Company Data
Maximize efficiency with the Clean Up Company Data wizard and condense older transactional data into summary roll-forward numbers
Make all your QuickBooks forms look like they came from YOUR company
IMPROVED! Forms Customization4
Promote your business by presenting a consistent, professional look across all your QuickBooks invoices and forms.
- Easier and faster to add your logo, select fonts and colors, and customize the shading and borders of data grids — changes are applied globally
- Select from new, free professional designs to make your invoices and other forms stand out from the competition
- Connect to a community of professional designers who can create or enhance a custom logo for your business
Create shortcuts and get there faster
NEW! Favorites Menu5
Get one-click access to your everyday tasks using the Favorites Menu.
- Add shortcuts directly to specific functions
- Personalize favorites for each user
- Access the Favorites Menu from anywhere in the QuickBooks
Get the best of both worlds
IMPROVED! Online Banking
Choose between the previous Online Banking experience from QuickBooks 2008 (register view) or the re-designed Online Banking Center (side-by-side view)6
2Scanner not included. Only TWAIN compliant scanners supported. Maximum 100 MB per file. Total file storage 100MB or about 1000 2 page PDFs. Additional file storage available at an additional cost.
3 Add/Edit Multiple List Entries compatible with Microsoft Excel 2002, 2003 and 2007.
4Not available in QuickBooks Online.
5Not available in QuickBooks Simple Start or QuickBooks Online.
6 Footnote: Online services vary by participating financial institutions and may be subject to application approval, and additional terms, conditions and fees. We authenticate your account with your financial institution, and then use secure data transmissions between your financial institution and Intuit.
