POTPOURRI
PREFERENCES
HOW TO
REPORTING
QBOA
100
Download these directly from your Financial Institutions
What are Bank and Credit Card account transactions?
100
Scalable to 30 users
What is QuickBooks Enterprise Solutions?
100
Lets user enter multiple transactions at once
What is Batch Enter Transactions?
100
In QuickBooks Pro & Premier 2013, you can now do this to individual rows in reports
What is Collapse & Expand?
100
This lets you customize and access accountant tools from one view.
What is The Accountant Center
200
Tool that lets you print Pick List or Packing Slips in Desktop
What is a Sales Order Fullfillment Worksheet?
200
Has multi-currency but no shelf/bin tracking
What is QuickBooks Premier Edition?
200
You can now send these instead of using the Accountant's Copy
What are Journal Entries?
200
QuickBooks provides you with 'One Click' access to these types of reports
What are Financial, Sales, and Tax Reports
200
This is an easy way to organize multiple QuickBooks clients and file types
What is File Manager?
300
A non-posting transaction to capture customer/work order
What is a Sales Order?
300
Adds Bar Coding support & FIFO costing
What is Advanced Inventory?
300
New billing preference setting
What is Time & Expense?
300
You can consolidate reports from multiple company files in this version of QuickBooks
What is Enterprise Solutions?
300
In the 2013 QuickBooks Accountant edition you are now able to do this to multiple invoices in one screen
What is Write Off Invoices?
400
Free QBO user types
What are Report Readers and Time Trackers?
400
Doesn't have Collections Center
What is QuickBooks for Mac
400
Before 2013, users were unable to do this
What is print a vendor bill
400
In QuickBooks 2013 you can now add these kind of reports to the left icon bar
What are Favorite Reports?
400
In QuickBooks Accountant Edition you can do this to boost time efficiency when making intercompany transfers
What is Work in 2 company files at the same time
500
Categorizes your income and expenses by department, type of business.
What is Class Tracking
500
Allows access to U.S.-based product experts, unlimited technical support, upgrades and online backup for QBES
What is the Full Service Plan?
500
Batch inventory reports in QuickBooks Enterprise 2013 let you create these now
What are Purchase Orders?
500
This report can only be created with the Advanced Inventory feature
What is FIFO Cost Lot History Report?
500
You can create this type of file for any specific date range for your client to send to third parties
What is A Period Copy?
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