Quickbooks accountant desktop 2015 slow close

QUICKBOOKS ACCOUNTANT DESKTOP 2015 SLOW CLOSE HOW TO

For 2014 this feature has been enhanced to include Vendor Bills & Bill Credits, and Customer Invoices & Credit Memos. Save time by entering multiple checks, deposits, and credit card charges and credits in a spreadsheet format. Slide 2 - Batch Enter Transactions (Enhanced for QuickBooks 2014) The ability to include sub-accountsВ when choosing a parent account on the left side would be a major enhancement.Having a source account filter like Accounts Receivable, or a specific bank account, would really add context or having it as column would be sufficient Filter by Source Account right now the main filters are Date Range, Split Account (P&L mode), and Payee.It would be great to have Shift Click to SELECTВ all items from the first one selected to the last, as in Excel.The split account column is missing when looking at transaction from a Balance Sheet account, this needs to be corrected in a future version. The Reconciled flag and the Downloaded/Match (lighting bolt) flag should also be column choices for display. More Columns: It would be beneficial to see the SOURCE account as well as a reference, not just the Split.This tool is much better than using Adjusting Journal Entries but there is no way to document a paper trail, the Memo capability would really help. I would like to be able to append a common memo to all transactions being reclassified like: 'HG: reclassifying all personal expenses before tax returns prep on '. And being able to reclassify a Customer:JobВ assigned is also big need. Reclassify Source Payee.В It is so important to be able to reclassify the payee in batch, I consider this one of the most needed functions. Add/Edit Budgets, or similar copy/paste features to the Budget Module.Add/Edit multiple price levelsВ for per-item price levelВ this is one of the most tedious tasks to manually enter the price of EVERY item.Inventory Adjustment via Add/Edit, or add copy/paste to the Inventory adjustment window, being able to copy and paste an Inventory cycle count would do wonders for Inventory users.Last Transaction Date it would be nice to have a flag that tells the user when that item or vendors was last used, to help us make them inactive to clean up the lists.Additional Filters like Customer Type and Vendor Type would be really useful.Employees, for larger Payroll migrations, would be an awesome enhancement.Bills Of Materials,В I know this is probably a big task, but being able to import Bills of Material (items directly into an assembly) would be really important to many manufacturing clients.Other Charges, it would be beneficial to be able to work with these too.Chart of AccountsВ would be such a MAJOR feature to be able to Add/Edit multiple accounts right now via IIF or Advanced Excel import is too cumbersome.Additionally, it would be nice to be able to LOCK the structure (filters and sorting) to prevent 'mis-clicking' while performing this type of copy/paste But to EDIT via Excel, is complex, because the user must know what list to export, setup the columns correctly, and mind the INACTIVE items, or order, etc.

Right now Add/Edit is great for ADDING via Excel.

Ability to Export into Excel EXACTLY what I am looking atВ on the add/edit screen.

QUICKBOOKS ACCOUNTANT DESKTOP 2015 SLOW CLOSE HOW TO

Ability to Copy/Paste on columns with CheckmarksВ like (ACTIVE/INACTIVE) For example if I want to make some vendors Inactive via PASTE, I have not figured out how to do this yet.You can also copy and paste list information from Excel directly into QuickBooks using this window.

Use the Add/Edit Multiple List Entries window to add and edit multiple customers, vendors, service items, inventory items, non-inventory items, inventory assemblies (new for 2014) and inventory sites (if using the Advanced Inventory feature with QuickBooks Enterprise). Slide 5 Enhanced (QB-2014) Multiple List Entries Feature

Quickbooks accountant desktop 2015 slow close