To collapse a category, click the flippy triangle to hide its individual reminders.
If a category is collapsed, click the flippy triangle next to its heading to show each reminder in that section. The list on the window’s right shows to-dos and transactions that are coming up soon. On the left side of the window, you now see to-dos and transactions that are due as of today, so you know what’s on deck for your workday. The Reminders window ( Reminders) has a new look. In QuickBooks 2015, you can specify the unbilled categories you want to see by clicking the Settings icon at the window’s top right (it looks like a gear), and then clicking the checkboxes to turn unbilled categories on or off. In addition to colored boxes for estimates, open invoices (that is, invoiced income that isn’t due yet), overdue invoices, and recent customer payments, Income Tracker now also displays a box for unbilled time and expenses. Income Tracker ( Receivables Aging) boasts a couple of helpful enhancements. And the Expenses list and pie chart on the right help you identify where you spend the most money. On the left, the Income section is like a mini Income Tracker (described next, and covered in detail on Receivables Aging) it lets you quickly scan totals for unpaid invoices, overdue invoices, and customer payments received in the past 30 days. The bottom half of the Insights tab displays more details about your income and expenses. But that’s not all! You can click the arrows on either side of this panel to view other high-level graphs, such as a comparison between the current year and the previous year, top customers by sales, and trends in income and expenses.
Initially, the tab’s top panel displays a colorful Profit & Loss graph: green bars represent your monthly income, blue bars indicate your monthly expenses, and a black line graphs your profit by month. When you click the new Insights tab ( The Insights Tab), you see a dashboard that highlights your company’s financial status and activity. As you might expect, the Home Page tab displays the Home Page you’re familiar with. In QuickBooks 2015, the Home window has two tabs at its top left. In previous versions of QuickBooks, the Home window contained, well, the Home Page, which shows bookkeeping workflow and helps you access the QuickBooks features you use most often.
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This book teaches you how to use QuickBooks and explains the accounting concepts behind what you’re doing. The challenge is knowing what to do according to accounting rules, and how to do it in QuickBooks. And with each new version, Intuit has added enhancements and features to make your workflow smoother and faster.
Many of the features that you’re familiar with from other programs work the same way in QuickBooks-windows, dialog boxes, drop-down lists, and keyboard shortcuts, to name a few. From the smallest of sole proprietorships to burgeoning enterprises, one of these editions is likely to meet your organization’s needs and budget. But now, when you can choose milk from soybeans, nuts, rice, and cows-with five different levels of fat-it’s no surprise that QuickBooks comes in a variety of editions (which, in some cases, are dramatically different from their siblings), as well as six industry-specific editions. Back when milk was simply milk, you either used QuickBooks or you didn’t. And over the years, Intuit has introduced various editions of the program to satisfy the needs of different types of companies.
Thousands of small companies and nonprofit organizations turn to QuickBooks to keep their finances on track.
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