As Intuit is shifting investments back to the desktop edition, we will start to see more enhancements and features roll out! This year you will be seeing the message shift to helping your client find the best QuickBooks option for their needs rather than forcing a one-size-fits-all approach. For 2019, the QuickBooks Desktop product team focused on overhauling the current features to improve the functionality and workflow. After doing a “test run” with the new update I have highlighted some of the top improvements that will be in the QuickBooks 2019 update. Unless otherwise noted, the following changes will appear in all QuickBooks Desktop editions.
1) Sick & Vacation Time Tracking Is More Reliable
(Only Available with an active Payroll Subscription.)
As a QuickBooks ProAdvisor, we have always struggled with tracking vacation and sick time in QuickBooks. One of the biggest complaints was that you could easily overpay for these benefits.
You now get a warning when your employee has used too much sick time.
2) Inventory Enhancement — MY FAVORITE UPDATE!
Working heavily in inventory we would often run across this issue: the balance sheet did not match the Inventory Item Summary report. By default, the inventory item summary will not list inactive items, but the inventory total would include inactive items as shown in total on the balance sheet. This would be frustrating to track down.
Now if you try to mark an inventory item inactive but it still has a value or a quantity on hand balance, you will get the following error message:
Furthermore, there is a new feature in the Inventory Valuation Summary report that shows you the items you have inactivated.
Here is the before:
3) Invoice Tracker Improvements
A feature already available in QuickBooks Online is now available in QuickBooks Desktop.
- Consolidated snapshot: Instead of going to multiple screens, you can now click the history for one snapshot.
- Track status of emailed invoice: Know when the invoice is viewed so you can follow up accordingly.
4) Transfer of Credits for Customers and Jobs
This feature solves for applying credit Memos across all Jobs. Previously the credit memo had to be created for a specific job to be applied. This is a huge time saver!
Please note that a new account is created called “Account for credit transfer” to perform this task. It’s inactive and zeros out.