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.

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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.


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