That’s exacerbated by the fact that there’s no way to get your data from here into QuickBooks Online, Intuit’s modest web-based accounting offering. One disappointment is the way you still need Excel or the clunky Intuit Interchange Format to get information out of the program. Other timesavers include a new batch timesheet feature and – probably most useful to accountants – the ability to create one invoice that can be sent to multiple customers for a single service. There are limitations – it will break if your report no longer includes the line referenced in the worksheet formula – but overall this will be a huge timesaver to those who generate regular reports. Handily, the original export is retained as an underlying worksheet. This allows you to enter new report dates in a dialog box directly from Excel, and on those dates the report will run automatically and be reimported. QuickBooks has long been able to export reports to Excel, but now you can make changes to an exported worksheet, whether to adjust formatting or add formulae, and when you later update the report, you can apply it to the same worksheet, with the formatting and formulae you applied still respected.Īn easier option is to use the QuickBooks Excel plugin, added on install. The standout new feature, however, is Excel integration. Snapshot views – at-a-glance information about business performance – have become more useful business tools, with the Customer snapshot now showing details such as how quickly a customer pays. Similarly, a new Collections Centre, which lists overdue and almost due invoices organised by customer, makes it easier to issue reminders: just select a customer and a reminder email can be generated at the click of a button.
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