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.