The QuickBooks Desktop 2019 has come with advanced bug fixes and updated features to improve business performance, induce greater trust and reliability in the software and fulfill all customer demands efficiently. Enhanced functionality and better workflow mechanisms are highlights of the new version.
The QuickBooks Accountant Desktop 2019 is full of user-friendly features, let’s look at what are these.
New Features in QuickBooks Desktop 2019
1. Invoice History Tracker
QuickBooks Desktop PRO 2019 version for Pro, Premier, Accountant 2019 and Enterprise 19.0 has the new advanced feature of Invoice History tracker. You can set up a proper communication channel with clients and have better clarity on “Invoice history information.” Let’s look at some remarkable qualities of this feature.
Key aspects
- Real-Time Invoice tracking feature
- Invoice due date tracker
- Create a date feature
- Email date and customer name facility (for use when the user uses email and sends an invoice)
- Invoice view date option
- Date & amount info of the “customer received payment.”
- Date & amount given for the “make a deposit” captured in QuickBooks
- Additionally, it provides improved status tracking
- Track information about Invoices Invoice tracking facility
- Real-time visibility of “Invoice status.”
Note- The feature is not available in Microsoft Outlook 2010 supported system.
How to Enable this feature
- Go to the “Create Invoices window.”
Select “See History” link on the right of the form name
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2. Credit Transfer between jobs of the same customer
Available in QuickBooks Pro, Premier Accountant 2019 & Enterprise 19.0 versions. The feature enables easy application of customer credits across all jobs of a particular customer. The “New column “section on the apply credits window reflects the Customer & Job for which the credit is assigned. A user can easily attach that credit to other jobs of that customer record.
Key aspects
- Huge time saver
- Provides a way to apply “credit memos” across all jobs
- The feature allows you to create a special account for credit transfer.
- QB creates a unique ‘Account for Credit Transfer.’
- The automatically created account will be listed as “Inactive” on COA to avoid confusion
Some points to consider:
- You cannot undo the transfer of credits from one job to another for the same customer. The can only be undone by making “additional manual entries”.
- For the first instances, you cannot transfer credits between jobs without utilizing COA (Chart of Accounts) access.
- The feature will not work while working on an “Accountant’s copy of a client’s data”.
How to enable this feature
- A customer that has opened (unapplied) credits
- Next, in the main ribbon on the displayed “create invoices window”- choose “Apply for Credits.”
3. Create Bill Payment while using “Write checks” feature
Specifically, this feature is provided in QB Pro, Premier, Accountant 2019 & Enterprise 19.0. In the new improved feature when the Pay bills will launch already distilled “selected vendor’s unpaid bills.” The user can also choose to continue “Write your check” without assigning it to an open vendor bill.
Key aspects
- Grant’s visibility into “unpaid vendor bills.”
- Additionally, helps to manage payments.
- Prompts & guides users to link their checks with open bills
- Also, it shows “open bills” for any specific vendor to grant quick access.
- Reflects “open bills for a particular vendor to provide quick access.
How to enable this feature
- When “Check for Bills” prompt appears while creating “Write Check for a vendor.”
- Got to the menu bar
- Next, choose Banking
- Select Write check
- Next, when in the “Pay to the order of field” – enter the vendor name that has an unpaid bill(s)
4. Improved “Employee Pay adjustment history”
The feature is available in QB Pro, Premier, Accountant 2019 & Enterprise 18.0 versions maintenance release R3 or newer.
Note: The feature was a slipstream release in the “later maintenance release” of QB 2018.
The user can utilize this feature with the “Payroll subscription,” and it allows you to track employee pay rates(hourly)
Key Aspects that it tracks
- Payroll items,
- Salary,
- Bonus items and commissions items
How to enable this feature
- From the menu bar- choose Reports
- Go to Employees & Payroll
- Next, select “Employee Pay Adjustments History” option
Note: The feature is available with an active “Basic, Enhanced or Assisted “ payroll subscription. To know more on QuickBooks payroll subscription call us at QuickBooks Payroll support number.
5. Improved Sick & Vacation pay tracker
This feature is available for QB Pro, Premier, Accountant 2019 & Enterprise 18.0 versions with an enhanced payroll subscription.
Key aspects
- The feature provides improved tracking and reporting of sick and vacation time.
- Gives you a warning when saving a paycheck exceeding the employee’s available sick/vacation time.
- Get information about “Accrued, used & Available sick and vacation hours” by reformatting the pay stub.
How to enable this feature
To set “new maximum type defaults for sick or vacation time- log in as the Admin user in the single user mode.
- Go to the menu bar- Choose Edit
- Next, select Preferences
- Select Payroll & Employees
- Next, select “company preferences” tab
- Select the “Sick and Vacation” option
6. Enhanced “Sensitive Payroll Permissions”
You can use this feature only in QuickBooks Enterprise 19.0. The Admin user gives a warning when granting permission to have “payroll transaction access.”
Key Aspects
- It controls access to sensitive payroll transactions
- It also allows you to regulate who will have access to sensitive info such as “sensitive payroll transactions.
How to enable this feature
- Go to the menu bar
- Select company
- Next, choose “users.”
- Select Setup Users and Roles
Note: Only the “admin user” of the file can make any modification.
7. Inactive Inventory items now can be included in Inventory reports totals.
The feature is available with QB Pro, Premier, Accountant 2019 & Enterprise versions. Earlier this feature did not allow to include or exclude inactive items. The result was that there would be a difference in the inventory value amount in comparison to the amount of “Inventory asset account total.”
Key Aspects
- It also allows users to include or exclude inactive items.
- You can balance inventory reports with the inventory assets on your balance sheet & general sheet.
- Additionally, you can also perform easy reconciliation of “inventory assets account total.”
How to enable this feature
- Go to the menu bar
- Select reports
- Next, choose Inventory
- Choose Inventory Valuation Summary or Inventory Valuation detail
8. Quick Easy Upgrade
You can use this feature in QuickBooks Pro, Premier and Enterprise 18.0. A release in a “later maintenance releases” of multiple versions of QB. Now with simple two clicks, you can install the newest version of QB Desktop.
Key Aspects
- Upgrade with just a couple of clicks process and get the newest version of QB desktop.
- Automated Upgradation process
- Your company file is already a part of “no company file window.”
- Also, it is more convenient
How to enable this feature
- Go to menu bar
- Select File
- Go to Utilities
- Now go to” Move QuickBooks to another computer.”
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9. Changes in Intuit Interchange Format (IIF) & data imports.
You see the feature in QB Pro, Premier, Accountant 2019 and Enterprise 19.0.
Key Aspects
- Better and improved IIF importing
- Check & validate before importing
- Takes out a “report of issues” if the import fails
- Additionally, the user can also fix errors & import corrected records separately.
How to enable this feature
When exporting from QuickBooks file to another
- Go to the menu bar
- Choose File
- Next, go to Utilities
- Select Export
- Next, choose Lists to IIF Files
- Choose lists you want to export to IIF formatted file
When exporting from “New QB file.”
- Select file
- Go to Utilities
- Next, select import
- Choose IIF Files & browse to the IIF created for the import.
10. Improved Condense data file feature
Available in version QB Pro, Premier, Accountant 2019 & Enterprise 19.
Key Aspects
- Decreases company file size without losing any transactional data.
- Eliminates “Audit trail data “from the file that is removed. Thus, reduces file size.
- The feature carries out internal optimization of the database.
- After the entire process is performed the file size can be reduced to a significantly small size. Up to 45% decrease in file size can happen
How to enable the feature
- Go to QB Accountant menu bar
- Next, select Accountant
- Select Condense Data
Or
- From the client’s version of QB in the menu bar
- Select File
- Next, go to Utilities
- Select Condense Data
11. Create backup to your “Data file” with Intuit Data Protect
The feature can be accessed from QB Pro, Premier, Accountant & Enterprise 19.0 v. It is a cloud-based facility to back up data automatically by automatically backing up QB data file.
Key Aspects
- Streamlines the setup process
- The feature has simplified automated QB backups to the Intuit cloud-based service.
- Automated data back-up
- Additionally, users can choose other critical data or documents in their backup routine.
- The user is also notified about the success/failure of scheduled backups.
How to enable this feature
- Go to file menu
- Select Backup Company
- Choose Setup/Activate Online Backup
12. Inventory process- purchases order worksheet
Available in Platinum subscribers of QB Enterprise 18 maintenance release R5 or newer versions with Advanced inventory enabled.
Key Aspects
- The feature provides the user with improved inventory receiving process.
- Reduces the data entry errors & enhances efficiency.
Note: To use the feature with your mobile device you need to follow the instructions on the “site operations preference dialog.” The feature can be used only with “Advanced Inventory module.”
- An Internet connection is a must to use this feature for both QB enterprise file & warehouse location.
- The QB purchase orders get prioritized & assigned to a “Warehouse worker” and are synced with the mobile device across the warehouse.
- The assigned warehouse worker logs in to the mobile application from the location & scans barcodes or serial number barcodes or manually enters the quantity of the item received.
- Next, the worker sends across the updated details to the PO in the QB Enterprise file.
- Going to the Purchase order management worksheet, the QB User can automate creating an “Item Receipt or vendor bill” from the PO order details.
How to use the feature
The admin user will enable this feature from the menu bar by selecting the below options
- Go to Edit
- Got to Preferences
- Navigate to Items & Inventory
- Next, go to Advanced Inventory settings
- Next, go to Site Operations (internet needed)
Once the Purchase Order worksheet is enabled then follow the below steps: - Go to menu bar
- Next, Select Vendors>>purchase Order Management Worksheet or the same or choose the same option from the “inventory “menu.
Note: You can utilize this worksheet without any mobile app/scanner by manually printing the worksheet & marking receipts of line items details.
13. Pick, Pack & Ship process- sales order worksheet
The feature is available for QB Desktop Enterprise Platinum edition only.
Key Aspects
- Efficient management of sales orders process from a central dashboard or mobile
- Packers can order shipments using the mobile scanners to record packed contents, shipping weights & packing dimensions.
- Additionally, it allows convenient management from “Sales Order Fulfillment Worksheet Dashboard.”
- Increases efficiency & accuracy in completing and fulfilling customer’s sales orders in QB
“Existing Pick workflow”- For QB Enterprise 18.0 or the newer Sales Order Fulfillment, worksheet needs internet access for both QB file and the warehouse.
- Picklists in QB inventory are prioritized & created from sales order to assign to a warehouse worker and also synced with the mobile device(s) across the warehouse(s).
- The worker logs into the mobile app from the warehouse location and performs a scan of barcodes or serial numbers else scans manually and enters the number of items picked.
- Also, the updated details are sent to QB Enterprise file and update the “Sales order line” details.
Improved-Pack, Ship workflow-QB Enterprise 19.0 sales order fulfillment worksheet needs internet access for both QB file and the warehouse.
- From the “Sales order fulfillment worksheet dashboard,” you can send the sales orders for packing & assign them to the warehouse worker.
- The worker records the picked products and optionally records the weight and dimensions of the package.
- Also, the products are well synced with QB file and then update the line details on the Sales Order.
- Additionally, the user can prepare shipping documents, optionally using its integration with FedEx, UPS or USPS account. He can also add the package details in the description column of the sales order.
How to enable this feature
The Admin User has to enable the feature from the menu bar
- Go to Edit
- Navigate to Preferences
- Go to Items & Inventory
- Go to Advanced Inventory settings
- Next, choose site operations (internet required)
- Once the Sales Order Fulfillment worksheet is enabled
- Next, access worksheet from the menu bar
- Select customers>>sales order fulfillment worksheet.
Note: You need to have the latest QB Warehouse App(version 1.2). Now from the mobile device – choose settings>> apps and select “QuickBooks Desktop Warehouse app” to look at the version info.
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14. An Updated QuickBooks MAC 2019
We have an updated QuickBooks Mac 2019.
Key Aspects
“iCloud Document Sharing” feature –. It is a very convenient method for sharing QB for a Mac file using the “iCloud sync.” You can easily modify books on your Mac computer and continue your work from where you left. It is a very comfortable way of sharing QB for a Mac file using the “iCloud sync.”
“Reconcile Discrepancy Report for Bank or Credit card”- You can identify changes made to the reconciled transactions (only for the newly created transactions entered with the latest release).
“Square Import feature”- You can import sales data from the square by using .csv file type.
“Email Tracking” -You can track the date of the emails sent from with a tab in the “vendor or customer centers.”
“Report Windows” –Have an improved spacing and readability mode.
“User Passwords” – All the personal information is encrypted, and you will require “User Password” to access it.
Thanks for reading this article. It is a comprehensive guide on QuickBooks Desktop 2019 solutions and new improved features for various versions such QuickBooks Desktop Pro 2019, QuickBooks Desktop Premier 2019, QuickBooks Desktop Accountant 2019, Enterprise 19.0 and QB Mac 2019 versions. Also, you can talk to an expert now at QuickBooks Desktop Support and get to know every aspect in detail.
Get to know the above feature in detail for various QB versions Call us at 1-888-905-3553.