NEW! Add online banking transactions in batches
Your client can save time by adding banking transactions directly from their financial institution by batch entering, rather than doing them one-at-a-time. QuickBooks for Mac automatically creates rules to rename payees, making batch transactions even easier!
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NEW! Progress Invoicing
QuickBooks for Mac now allows your client to invoice for projects in phases. Whether by line item or percentage of total estimate, this new feature allows your client to run phase-based invoices, track how much is left and provides job history reports with the click of a mouse.
NEW! Redesigned Forms and Customer History Panel
Easily view and review customer information (open invoices, outstanding balances, notes, etc.) in the new Customer History Panel. Plus, the improved Mac-like design helps give your clients a cleaner look to their customer data. The new transactions list allows you to refer to transactions easily while still in your Invoice and other forms.
IMPROVED! Improved Search
Access important information faster with improved search functionality. Search by name, transaction type, invoice amount, specific dates and more. Plus, your clients can quickly access previous or saved searches allowing them to work faster and increase productivity. Further refine results by setting filters and navigate easily to transactions, invoices and customers—from search results.
NEW! Default Bank Accounts
Save time and reduce errors by setting default accounts for key banking tasks. Your clients can now specify which bank accounts from which to pay certain vendors, expenses, etc.
NEW! Enhancements to QuickBooks that you and your clients asked for
- Easier collaboration with PC peers. The new reconcile feature automatically converts data between Mac and Windows versions of QuickBooks[8]
- Journal entries just got easier to navigate with new "next" and "previous" buttons. Plus, auto numbering and autofill memo fields will help increase efficiency
- Save time by using previous employee time sheets as templates for the next. Plus, the increased character limit in the notes section allows your clients to add more details
- Save time with keyboard shortcuts and right click menus
- Your clients can get insights about their business' performance with redesigned, Mac-like report graphs
- Your clients can view full item descriptions on estimates, invoices and other forms right on their screen. Plus, they can include detailed notes about their work in the description field
- Improved legibility with the ability to alternate row colors