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(Or Why QBO Keeps Kicking Ass)
by Woody Adams
- Mobile app for phone and iPad
- Auto-send txns
- Import form template for invoices from .docx
- Delayed charge and delayed credit (non-posting sales forms)
- Auto-create invoices for unbilled activity
- Ability to see audit log from transaction
- Redesigned reports—end notes, customize pane on report page, include logo or not
- Management reports—compilations, pre/post pages, cover letter, table of content, default header/footer, send to pdf or word.
- Auto-send reports
- Export reports to docx
- Bank feeds allow Undo of txn in register if done wrong/Rules support splits/add default class and location
- Audit Log when users log in/out
- Reconcile history window, see changes/adjs w/out running report
- Location tracking—Another level of class tracking, works at the summary level of txn
- Multiple budgets per FY
- Commerce Network supports customers/vendors auto-updating address changes in your QBO
- Finding previous transactions from txn actually works vs prev/next arrows in qbdt which never did
- More than 1 AR/AP per Journal Entry
- Add pics to items and track items by sku # (QBES supports item pics)
- Private vs Public Mode on home page
- Choose a different label for customers (patients, customers, clients, donors, etc)
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