QuickBooks Small Business

What’s New in QuickBooks 2019

Written by Carrie Kahn

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.

The pay stub has a new format of tracking sick, so that it shows Current: Accrued, Used, and Available — making it clear to the employee what they have available.

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:

And after:

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.

About the author

Carrie Kahn

Complete Business Group helps small businesses purchase the RIGHT QuickBooks product at the lowest price and offers a team of experts to provide high level customer service so that they use QuickBooks® the way it was intended. With the many offerings from online to desktop we understand the benefits and limitations of each option to help you find the right solution. We have a team of certified ProAdvisors located all over the US ready to support you remotely or locally.

Carrie Kahn, CPA, the founder and CEO of Complete Business Group, has been helping small businesses purchase the RIGHT QuickBooks product at the best price and offers a team of experts to provide high level customer service so that they use QuickBooks®the way it was intended.

Carrie has been supporting and selling QuickBooks since Dos V1. She has been an Advanced Certified ProAdvisor since 2002. She joined the Intuit Reseller Program in 2008. In 2015 she launched the Complete Business Partner Program
mentoring ProAdvisors in selecting the best QuickBooks products for their clients at best pricing for their customers. She is very involved in the QuickBooks community providing extensive resources for ABBO Facebook group , Scaling New Heights, School of Bookkeeping, CPA Academy, Intuit’s Firm of the Future, and CBG Blog. Carrie is a lead QuickBooks Author for the Accountex blog. She was named Insightful Accountant’s Top 100 ProAdvisor every year since 2014 and was Insightful Accountant’s 2017 Social Media Resources ProAdvisor. She currently serves on the Intuit Reseller Program Council. CBG has been in the top 10 Intuit Premier Resellers (IRPs) since 2012 and currently is ranked #1 in the East. She is currently serving on the IRP Council. Carrie’s company, CBG was named Partner Program of the year for 2017.

20 Comments

  • Is there any Option in the new addition for creating customers group & batch invoicing to group ?.
    It may save lots of time for invoicing same group of customers with same products or services charged.

  • Not a feature added in this new edition. Other ideas: You can memorize invoices, set up recurring invoices/receipts and use tools like Transaction Pro Importer TPI to do batch work.

  • Nothing seems to be mentioned about how QB 2019 will work with MTD which will be with us shortly. Like many other QB desktop users I do not want to be forced to use the QB on-line version. The deafening silence and apparent avoidance so far from Intuit on this matter is disconcerting.

    • If that is the case which would be very good news, then can you please let me and many others know how it is intended that QB desktop will in future cope with MTD?

  • You list the Condense as one of the improved features. We have also been advised (by Intuit) to not use the condense in the past, and have gone 3rd party. Does your listing here mean that it now “does” work? I’m hesitant to trust it, but it would be fantastic if it does.

    A lot of these improvements seem more minimal, and that would be expected as they have openly admitted they want to spread out the improvements amongst the update releases and not just the yearly ones. Can you speak to the improvements in the guts of the software, that is the database management and structure? Speed and stability?

      • I totally understand your hesitation as well since that is what I’ve been told for many years and always go third party. What they have done is created a way to remove the audit trail which shrinks the data by 30%. It’s a brand new feature, you could test it out or give it time before you can totally trust it. To answer your other question there has not been an update to the “guts of the software” but we have provided that feedback.

  • There is still a deafening silence from Intuit as to how and when (or should I say if) it is intended that QB desktop will in future cope with MTD?

    • Making Tax Digital (as you must be aware?) – Intuit seems to have concentrated solely on their on-line version of QB to comply with this, to the detriment of the majority of their desktop customers. You can already file the VAT on-line in the desktop version (will this still work after April 2019?), but no progress that I am aware of in the desktop version on filing quarterly accounts etc.

      • MTD (Making Tax Digital) is a UK government initiative – most of our articles in this blog relate to the US versions of the products. Carrie is (as am I) based in the US, where we don’t have VAT or MTD issues to worry about. In the UK, the desktop is pretty much a dead end (it is still viable in the US), and we have no information about how long the UK desktop versions are going to be supported.

  • Desktop is not dying, their sales are way ahead of QBO. Intuit is now pushing “right fit” for the customer. I was unaware of the term MTD. No matter what platform a customer uses they still need consultants to setup up and manage it. Garbage in is garbage out.

  • Hi
    I am going to work for a Factory which produces Plastic Taps, Pipes and other appliances as well.
    so how can I sell the raw materials because it is changed to pipes and to other things as it has confused me because the factory buy the substances as powder by Kg and then it is produced as taps and pipes which is sold by Meter therefore, please direct me a little bit.
    Thanks

    • This sounds like manufacturing, this is advanced inventory tracking. You will need to create an inventory assembly that lists the raw materials used, then build the final inventory in order to sell it. In order for this to work properly, you will need to understand the inventory workflow, receive in raw materials before you build the final inventory. There are third-party apps that work with QuickBooks that may be better suited for this advanced manufacturing work.

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