New Features in QuickBooks 2015
By J. Carlton Collins, CPA
(Nothing to get excited about this year, but the starred items are my top new features)

New QuickBooks Icon and Logo -             

Income Tracker Improvements – New time & expense filter on the money bar.

Income Tracker Improvements – New icon.

Ability to Pin a Note – To emphasize that note.

Numbered Billable Time and Costs Tabs

Reminder Improvements – Current date, To Do button, Numbered reminders, upcoming notes, expansion buttons.

New Warning for Inactivating Items – Prevents inactivation if quantities exceed zero.

Admin can Log Users Off – (Previously not possible if users left certain windows open).

List all Inventory Option – Both active and inactive.

PO Number – Add a PO Number column to the transactions tab in the Customer Center.

 Invoice improvement – SO to Invoice provides new option for adding multiple items.

Paste License Registration Numbers - when registering product

Insights is a new dashboard added to the Home Page – Replaces Snapshot (fewer charts).

Send Portable Company File – Directly from within Quickbooks.

Estimates Closed - Estimates are automatically closed when you fully invoice them.

 Onscreen Report Appearance - Background shading to highlight some lines, more vertical and horizontal lines, a bit more spacing between lines.

QBE - Disallow Negative Quantities - You can turn this on or off.

QBE - New Report Listing Negative Items

 QBE - Shortage Report for Manufacturing - Shows amount on hand, needed, and shortage.

QBE – Above mentioned report can include “pending builds” that are waiting for parts.

 QBE - Stock Status report has new “full assemblies” checkbox to display all assembly levels.

QBE - Above mentioned report can be filtered to hide lines with “zero reorder quantities”.

QBE - Advanced Inventory suppresses annoying error message when transferring inventory.

QBE - Backup restore does a better job of restoring inventory images to the correct location.

 QBE - Total Columns– Add a subtotal item to show a subtotal of the quantity, price, cost or any custom field, rather than just the amount.

 QBE - Sorting Columns– Click column headings to sort sales forms, purchase orders, weekly timesheets, build assemblies, checks, credit card charges, bills and item receipts.

QBE Footers – For multi-page SO or PO, new option for total to display only on the last page.

QBE - Search Transactions - Search within the transaction for a specific value.

 QBE - You can now show Costs on Sales Transactions.

QBE - Row Shading - New option enables you to print with alternating rows of shading.

QBE - New preference setting hides opening balances in the display for names and items.

QBE - New preference setting prevents sales to overdue customers.

 QBE – Add Comments to Reports

 QBE - Send Multiple Reports - Email a group of reports as attachments to one email message.

QBE - Report filter names are sorted alphabetically, and are searchable.

QBE - Filter Inactive/Active Names on Name-Based Reports.

QBE – Now you can add Other 1 and Other 2 to transaction detail reports, and filter on them.

QBE - Preferred Delivery Method can be added to some reports.

QBE - Preferred Vendor can be added as a column in some reports.

 QBE – Add Manufacturer’s Part Number on Sales Transactions in invoices, sales receipts and sales orders, but not credit memos.