Intuit Accountants News Central

What’s New in QuickBooks® Accountant 2013

Article Post Date
September 10th 2012 by Laura Madeira

It’s another exciting year for accounting professionals! The new features available with QuickBooks® Accountant (QBA) 2013 help you face the challenge of trying to efficiently service multiple clients. Using QBA 2013, you have more choices in how you choose to incorporate changes into the client’s QuickBooks data. With the new Send Journal Entry, your customers continue their day-to-day operations, sending you a backup of their data for your review and to make adjustments. Then, you conveniently send the journal entries back to the client.

For accounting professionals who offer write-up work for their clients, it has never been easier using the new Batch Transaction Entry in QBA 2013. Transactions can be added from Excel or by adding transactions individually. This is easy to learn, so you can start using the new feature right away and be more profitable with these types of engagements.

You’ll notice some fairly dynamic changes to the QuickBooks design in 2013 as well.  The changes were based on both small business and accountant feedback to help you both work more intuitively, saving time for more important business building tasks.

Send Journal Entry

With QBA 2013, you have flexibility in choosing what method of file sharing works best for you and your client. When considering a method, your clients needs to continue their daily accounting tasks, while allowing you to review the data and create journal entries.

With the new Send Journal Entry feature, clients send you a copy of their working file (.QBW), a backup (.QBB) or a portable company file (.QBM). They can continue to work in their file while you review the copy at your office without any restrictions, such as those imposed when working with an Accountant’s Copy. Note the Send General Journal Entry feature is only available in QBA 2013 and the client must use the 2013 version of QuickBooks in order to import the journal entry.

The best part about this new feature is that there are no new “tools” to learn for you or your client. Just follow these three simple steps:

Step 1: Create the Journal Entry as you normally would. Click the Send GJEs Icon on the Main tab of the ribbon toolbar. You will be able to select a single journal entry or several to send at the same time.

Step 2: QuickBooks creates a ready-made email communication complete with instructions and attaches the journal entry or entries. No browsing to find and attach the entries.

Step 3: Customer receives email and clicks on the attachment. The Add General Journal Entries to Your File displays for your client to review before adding. No confusing downloads or uploads.

Working with your client’s data is easy using QBA 2013, and now you have even more flexibility in how you choose to share the changes made to your client’s file.

Batch Enter Transactions

Work more profitably when offering write-up services using the new Batch Enter Transactions feature. With this feature you can add checks, deposits and credit card charges or credits to a QuickBooks data file:

With the Batch Enter Transactions feature you can:

Improved Design

QuickBooks has a new, refreshed and updated look including new icons, larger fonts and rows for improved readability. The new ribbon toolbar groups actions, formatting and reports together, standardizing access to formerly hidden features.

The new toolbar is designed to maximize the amount of information displayed on wide-screen monitors. It’s your choice to use the new Left Icon bar or continue using the original Top Icon bar!

QBA 2013 and QuickBooks Enterprise Solutions 13.0 provide you and your client with more flexibility. Combine these new features with the following tools included with QuickBooks Accountant 2013:

Working with QBA 2013 software just makes sense. Work flexibly, save time, be more profitable.

Editor’s note: For more information about the new unified look and feel of QuickBooks Accountant 2013, click here.

In addition, Laura Madeira and Joe Woodard are presenting a free Web Seminar highlighting the new features in QuickBooks Accountant 2013. The seminars will be held on two dates, Sept. 18 and Sept. 25. Click here to register.

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  • About Laura Madeira

    Laura Madeira is the owner of ACS, Inc.; recently named to the Top 10 QuickBooks ProAdvisors, is also a Intuit Premier Reseller firm providing software sales and training for QuickBooks Enterprise, Premier and Pro, QuickBooks Point of Sale Software and Hardware, Intuit Merchant Services and Intuit Payroll solutions. She is also certified in QuickBooks Enterprise, QuickBooks Point of Sale and Advanced Certified in QuickBooks and offers training on several other software solutions. Information about their services can be found at ACS. Laura is a select member of the Intuit Trainer/Writer Network and has been a guest speaker for Intuit for many years, teaching what is new for QuickBooks each year and speaking at multiple accountant and end users conferences nationally. She is also a published author of QuickBooks training materials. She has authored the QuickBooks 2014 In Depth, QuickBooks Solutions Guide, QuickBooks Live Lessons self-paced training DVDs and QuickBooks on DemandSee all of Laura's articles…

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2 Comments »

  1. Yes, these are all great new tools. I have been doing Beta Testing of QB2013 the last few months. However I don’t like a lot of the other changes I have seen in testing. Still doing more testing at this time, with some changes next week. Not sure I am ready to recommend QB2013 to my existing clients yet. Will wait and see what the new changes hold.

    Comment by Neilson Bookkeeping — September 11, 2012 @ 8:56 am

  2. Neilson Bookkeeping….ok, I will admit to thinking the same thing but only because the “look and feel” of QuickBooks changed. You must know by now I write about QuickBooks and sometimes I just have to convince myself. What do I see that I absolutely love in 2013….

    A user who is focused on creating a transaction will see that transaction. All other activities have taken a “back seat”. In fact, have you tried clicking in the top right to expand the transaction to fill the window? Click again to return to a window view. Amazing….

    No more features in the “attic” stored away. I don’t know how we did without the features on the ribbon toolbar. Well, we accountants did OK, as we knew where the features were. But our clients did not. I expect quite a few clients to come asking for my help in modifying their invoice forms, or about accepting credit cards for payment. Formerly these features were in messages we had to dismiss and now can be accessed from the ribbon toolbar. Wait, did you click on a tab on the ribbon toolbar? It minimizes it.

    I work with 2 – 24″ wide monitors, now I can remove the icon bar from the top as I have much more space right to left. Wait, did you click on the App Center? Sign in and everything you or our client use in one launching space.

    Click on the balances on the left tool bar, notice how every account is a different color.

    Best of all the choice of top or left icon bar is a personal preference. Since I work from the Accountant Center, very little will change with my processes.

    Change is change, but like me, I think you will come to see the value of focusing the QuickBooks users attention on the active transaction.

    Laura Madeira
    http://www.quick-training.com

    Comment by QBTrainer — September 11, 2012 @ 3:47 pm

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