October 2012
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 From the office of:

Weltman Bernfield

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Using the
History Button


The History button shows you all of the transactions related to the one you are currently viewing. For example, view any invoice that you know is paid, then click the History button. You'll instantly see the payment details on your screen.

You can use the QuickBooks History button to view transaction histories for:
  • Invoices
  • Customer payments
  • Deposits
  • Credit memos
  • Sales receipts
  • Bills
  • Payments to vendors
  • Credits with vendors
  • Item receipts
  • Journal entries
  • Purchase orders
  • Progress invoices
  • Estimates

  

__________

    



Webinars Designed
To Peak Your Interest
and sharpen your skills!

 

Be a part of one of the upcoming QuickBooks webinars and increase your understanding of the software.

If you have a friend who
is interested, make sure they
sign up for the QB Newsletter so they
can receive future announcements.


An email will be sent to all people on our QB list with details on how to sign up.

 
Webinar Topics
 
Wed., Nov. 14, 10 am 
"Electronic Banking and Cloud Accounting" 
Learn how to use electronic banking in QuickBooks and how to use QuickBooks in the cloud. 

Wed., Dec. 12, 10 am 
"QuickBooks at Year End"  

 

Did you miss our August webinar, "QuickBooks Tips and Tricks"?
It is available online free of charge. (Note: you will need to register with Lawline.com to access the webinar.)

 
If you have an idea for
a topic or need more information, please email  
Rich Kane (see contact information below).
__________

Have a question that needs a solution?

 

Contact one of our QuickBooks Pros...
they have the answers!

Here's How:
 
Rich Kane 
847.941.0253
Dean Klemenz
847.941.0205

Adam June
 
847.941.0204  
 
Rich Bauer 
847.941.0237 

 

Weltman Bernfield 
485 E. Half Day Rd 
Suite 250 
Buffalo Grove, IL 60089

P: 847.941.0100 
F: 847.941.0101
 

  
Intuit Certified ProAdvisor - Quickbooks Intuit Certified Pro Advisor - QuickBooks Advanced








Greetings!      

 

Greetings!

 

Your QuickBooks Pro Advisory Team is here with another month of helpful information. As part of our service, we continually offer webinars to help you learn more about QuickBooks. Upcoming topics include "Electronic Banking and Cloud Accounting" and "QuickBooks at Year End." We hope that these webinars help you get the most from your QuickBooks software. 

 

If you missed our August webinar, "QuickBooks Tips and Tricks," it is available online free of charge. (Note: you will need to register with Lawline.com to access the webinar.) 

 

Please contact us with any questions you have. 

 

Sincerely,

Your QuickBooks Pro Advisory Team

RKane@weltmanbernfield.com

 

QBC Logo

QuickBooks 2013 Gives
You A Reason To Upgrade
 

Tired of QuickBooks' cramped, claustrophobic screens and uneven interface? You'll be pleased to see the 2013 version.  

 

Figure 1: The QuickBooks
2013 home page.

You chose QuickBooks for a variety of reasons, a major one being its simplicity and usability.

 

But the software is more than 20 years old now, and hundreds of features have been added over the years. QuickBooks looks old, tired and in need of a makeover.

 

Not anymore. Intuit has totally redesigned the program's interface and navigational tools, providing a more consistent, streamlined, state-of-the-art look and feel. For the first time in a few years, there's a compelling reason to consider moving up.

 

Clean, Efficient, Customizable

What Intuit heard from customers was that they wanted a clean, simple experience. They wanted QuickBooks optimized for efficiency, and they wanted to be able to customize quickly.

 

So Intuit built a brand new interface, one that offers:

  • An across-the-board, consistent look and feel
  • A minimal learning curve, aided by familiar software conventions
  • A clearer, more obvious workflow.

QuickBooks 2013's dramatic changes are evident from its first screen. The home page has been cleaned up and many icons removed (with their functions available elsewhere). But the interactive flowchart graphic is still there, along with icons for other commonly-used features.

 

You can still use the software's standard drop-down menus, but you now have a choice between the old horizontal Icon Toolbar and a new vertical navigational panel (or neither of the latter two). You can customize the new panel to give you quick access to the functions and reports you use most often, saving time and unnecessary clicking.

 

Figure 2: The new vertical navigational panel can be
customized to display the icons you want.

 

Familiarity and Clear Signals

Whether you just handle a subset of your company's financial data or you're the only one working with QuickBooks, your workflow will be faster and more intuitive.

 

QuickBooks 2013 uses colors and other visual cues to provide helpful hints and speed up your work. If the same option occurs within more than one screen, it's always the identical color. When you're completing an invoice, for example, the Save & New button is a bright blue color, as it is on many other screens. The Save & Close and OK icons are the same shade within the forms and records where they occur.

 

Color is also used to signify related actions in the new navigational Ribbon, a familiar interface convention that replaces the mismatched icons that used to be displayed at the top of transaction forms. In QuickBooks 2013, the icons for related tasks are the same color, and the graphics themselves are much cleaner and well-positioned.

 

Figure 3: QuickBooks 2013's new navigational Ribbon is designed to accelerate workflow.

A Pleasure to Use

No area of QuickBooks remained untouched in this massive overhaul. Every screen has been modified to enhance readability and speed. Fonts look larger and clearer, and the overall design is more aesthetically pleasing.

 

So besides making your accounting chores zip along faster, the new look and navigation have a positive psychological effect: it's simply more enjoyable and less frustrating to interact with QuickBooks 2013. Its more modern, attractive look has a lot of appeal.

 

There are a few new things under the hood in this new version - it's not just an interface update. For example, customer and vendor records are more flexible and thorough. You can attach to-do's to them, assign multiple contacts and store more contact options, like Facebook addresses and Twitter handles.

 

Figure 4: Contact records in QuickBooks 2013 are more readable and thorough.

Starting Fresh

There are other changes that will make your work life easier, like one-click access to both the Intuit App Center (where you'll find hundreds of integrated QuickBooks add-ons) and your most often-accessed reports.

 

The last few versions of QuickBooks have been rather ho-hum in terms of new usability and functionality. But we encourage you to seriously consider upgrading to QuickBooks 2013. We'd be happy to help you get up and running with it. Together, we can take a fresh look at your workflow to see if you and QuickBooks can build a better accounting experience.