General Changes for all versions of QuickBooks 2015

Posted by http://support.quickbooks.intuit.com/support/Articles/INF27084 on 10th Nov 2014


New Features available to all versions of QuickBooks 2015:

  • Income Tracker has been improved to add Time & Expenses transactions to the money bar. In addition, you have the option of excluding estimates, sales orders and time & expenses from the unbilled section of the money bar.
  • Insights is a new dashboard that has been added to the Home Page.
    • This is a more up to date, cleaner and interactive feature than the older Company Snapshot.
  • Pinned Notes: Now you can “pin” a note for a customer or vendor so that it always shows in the Center for that list, as well as being the default note included in reports.
  • Flags on Billable Time & Costs: When you are adding billable time and costs to an invoice you can see how many records there are available in the various tabs, making it less likely that you’ll overlook something.
  • Send Portable Company File: This feature lets you send a portable company file to someone (supposedly, exchanging this between the accounting professional and the client) in a simpler fashion than previously.
  • Reminders Window revamp: This window has undergone a visual update to make it easier to understand and work with.
  • Report Appearance Revamp: To make reports easier to see while on the screen (this doesn’t affect printed reports) you’ll see background shading to highlight some lines, more vertical and horizontal lines, and a bit more spacing between lines.
  • Comments on Reports: You can take a “snapshot” of any report, and then add annotations (comments) to any line.
  • Send Multiple Reports: Now you can click an email button and send a group of reports all as attachments to one email message while still having separate reports
  • Report filter names are sorted alphabetically, and are searchable.
  • Filter Inactive/Active Names on Name-Based Reports: Reports where a customer or vendor name is the primary key, like a Customer Balance Detail report, now have a filter where you can select all active or inactive names.
  • Adding Other 1 and Other 2 to Reports: These fields have often been neglected, and were less useful than custom fields. Now you can add them to transaction detail reports, as well as filter records by their value.
  • Preferred Delivery Method can be added to some reports.
  • Preferred Vendor can be added as a column in some reports.
  • Manufacturer’s Part Number on Sales Transactions: You can add the Manufacturer’s Part Number as a column in invoices, sales receipts and sales orders.


Features Specific to QuickBooks Enterprise 2015

Advanced Reporting- Our new Advanced Reporting tool now allows you to access ALL your QuickBooks data to build any report you want. Please see Use QuickBooks Advanced Reporting for further information.

Inventory-

  • Disallow Negative Quantities: A preference setting that prevents your inventory part or inventory assembly items from going negative. It does not, however, block an item that already has a negative value from going further into the negative. Turn this on in Inventory Preferences under Company preferences.
  • Negative Item Listing is a new report that lists all items with a negative quantity on hand.
  • Shortage Report for Manufacturing: If you want to build an assembly, you must have the parts on hand. If you don’t, the new shortage report will show you exactly what you have on hand, how many the build needs, and give you a list of the shortages. You can also get this report to cover all “pending builds” that you have waiting for parts. Additionally, Pending Build Assemblies have a new button on the bottom to "Show Shortage".
  • Inventory Stock Status report upgrades: A new “full assemblies” checkbox makes the report look at sub-assemblies of a multiple-level assembly. It also provides a filter to hide lines that have a “zero reorder quantity”.

Transactions and Form Customization-

  • Total Columns on Forms: Using subtotal items, you can now total any numeric column on a transaction, including of the quantity, price, cost or custom field.
  • Sorting Columns on Forms: In sales forms, purchase orders, weekly time sheets, build assemblies, checks, credit card charges, bills and item receipts, you can click on a column heading and the detail lines will sort by that column.
  • Footer on Last Page on Forms: If you have a sales or purchasing form that flows over to more than one page, you now have the option to only show the footer fields on the last page (see Customize your invoice for detailed instructions)..
  • Search on Transactions: A new tab (Search) in transactions that lets you search any characters within items or item descriptions.
  • Showing Cost on Sales Transactions: You can now add a cost column (on the screen) on sales transactions (through form customization).
  • Row Shading on Forms: You can choose to print forms with alternating rows of shading. This preference is found on the Print Dialog box in the lower right (Shade alternate table rows).

Miscellaneous-

  • Hide Opening Balances: You can opt to hide opening balances in the display for names and items by changing the preference setting (Accounting - Company preferences).
  • Disallow sales to overdue customers: You can prevent sales to overdue customers by changing a preference setting (Sales and Customers - Company preferences).
  • New Filter in Inventory Center: You can now filter for all inventory and assemblies.
  • Customer PO#: PO# column can be added to the Transaction tab of the Customer Center.
  • Time/Costs Window now indicates (by number) when there are billable items.
  • Move subset of items from sales order to invoice.
  • Restore image files to the expected location.
  • Warning about duplicate items on transfer is disabled if lots are enabled.