QuickBooks 2012 and More

It’s an exciting day for QuickBooks fans! Today Intuit is introducing its QuickBooks 2012 lineup, which goes on sale September 26, as well as announcing a new offering that extends the power of QuickBooks and brings customer relationship management to small businesses. It’s called Salesforce for QuickBooks.

QuickBooks Pro and Premier 2012

If your business is using Windows, QuickBooks Pro and Premier 2012 will shorten your work week with new features and improvements that help you uncover new business insights, get organized, and save steps on mundane accounting tasks. Key new features and enhancements include:

  • Calendar View: Access an organized, auto-populated calendar view of appointments, to-do’s and important business tasks, such as invoice and bill payment deadlines.
  • Excel Integration Refresh: Export reports to Excel; modify and manipulate worksheet formatting; seamlessly apply formatting updates to new reports.
  • Lead Center: Track prospective customers in one place, making follow-up easy.
  • Inventory Center: Centralize inventory tasks, items, and reports for fast and easy access. Available in QuickBooks Premier 2012 only.
  • Batch Timesheets: Create timesheets for multiple employees or vendors who work the same hours at once.

For a full view of what’s new, please visit the official press release.

QuickBooks for Mac 2012

If your small business is a Mac shop, you’ll save time managing your finances with QuickBooks for Mac 2012. The Lion-compatible update features a redesigned user interface that marries the simplicity and elegance of the Mac with the productivity of QuickBooks. In addition to a new user interface, QuickBooks for Mac 2012 packs in more than 50 new features and enhancements. Here’s a highlights reel of new additions that give you faster access to data and simplify multi-step tasks:

  • Improved Search: Use keywords to find items such as customer or vendor contacts, transaction amounts, dates. Apply filters to refine search results or save searches for future reference.
  • Customer and Vendor History Panels: Get an at-a-glance view of customer details, such as open balances and notes, right next to open invoices. Small businesses can now complete transactions and answer customer questions quickly and easily.
  • Transaction List: Browse and sort forms by date, customer name, or other criteria while entering invoices, expenses and sales receipts. With all the information at your fingertips, it eliminates the need to flip through past transactions one by one.
  • Batch Online Banking Transactions: Import multiple transactions from bank and credit card accounts to QuickBooks in bulk. Automatically create smart rules to match payees downloaded from online banking accounts to their QuickBooks ID.
  • Progress Invoicing: Easily create multiple invoices from a single estimate to bill for a project over time. Invoice by line item or by percentage of job estimates and easily track invoice details.

For more information on QuickBooks for Mac 2012, please visit the official press release.

Salesforce for QuickBooks

Also announced today is Salesforce for QuickBooks, a new offering that integrates the number one accounting software with the number one customer relationship management software to enable small businesses to easily manage their customers and close more deals. The product seamlessly connects the front and back office, bringing financial and customer data side-by-side. Specific features let small businesses:

  • Get the full picture: Give sales representatives a 360-degree view of customers with a look at current deals alongside up-to-date financial information.
  • Identify real opportunities: Close the gap between sales and marketing with the ability to track and cultivate leads from various online, offline and social media campaigns using dashboard reports to measure performance across channels.
  • Eliminate extra effort: Speed order processing and reduce double data entry by automatically creating a transaction in QuickBooks when a deal is closed in Salesforce.
  • Understand the customer: Pinpoint a customer’s needs with insight into all interactions a customer has had with the company including a history of what the customer owns, what products they are interested in, and a history of warranty claims or open issues.

Salesforce for QuickBooks is available starting today. To learn more about the offering, please visit the official press release.

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13 comments
Harry Lennard
Harry Lennard

It's incredible that Quickbooks tries to force me to buy upgrades when I don't need the additional features. Go ahead and cut-off my online banking; I can live without it.

mk
mk

Be aware that quickbooks gets you to buy their products and then makes you buy the upgrades if you want to continue to be able to use the easiest payroll service that they have. You not only have to upgrade but they continue to raise the price of their services. They know that once you start on certain types of accounting its not easy to switch or discontinue with that service. Have a very very small business and they just keep raising their prices. Give you a reasonable deal to start and then bill you more each year. If your a new customer they give you deals. If you are a long time customer they just screw you.

NODON
NODON

IF I BUY THE 2012 UPGRADE, WILL YOU ABRUPTLY TAKE AWAY THE ABILITY TO EMAIL INVOICES? IT'S UNBELIEVABLE, I PURCHASED YOUR SOFTWARE AND THEN YOU REMOVE SOME OF THE FEATURES!

Ihsan Atta
Ihsan Atta

Why is it that customers have to continually pay to upgrade their software. I'd like to keep the existing version I have, but it's no longer compatible with Lion. Whereas every other company i know provides an update, it seems Intuit likes to stick it to their customer every time.

MM
MM

As a bookkeeper, I have been using QuickBooks for Windows AND Mac for a number of years and I have been consistently disappointed by the Mac versions. While I'm able wholeheartedly to recommend the Windows version, when asked by my Mac-user clients whether to upgrade to a newer version, I tell them not to bother. How do the new 2012 Mac and Windows versions compare? Why has the Mac version been so markedly inferior to the Windows versions?

Denise
Denise

Really wish 2012 MAC would have intergrated payroll in the program the way it is for the PC version. I REALLY find the MAC payroll "work around" to be not user friendly.

Richard Hill
Richard Hill

looking for H.R. software to track applicants employees evaluations ect

carol durante
carol durante

I use 2011 now, and I am very excited about the new features 2012 will offer.

Janet Akpobome
Janet Akpobome

I like the new batch online banking transaction feature in the 2010 QuickBooks for Mac.

Reenata Landres
Reenata Landres

Will PC user be able to upload data from MAC quick books 2012?

Riaan
Riaan

Hi. Why is the intuit app for QB not available in South Africa?

Brock
Brock

Please tell me that the upgrade from PC QB 2005 Pro to Mac 2012 is better!!! When testing 2005 to mac 2011 the notes field didn't get moved over and we use the field for everything.