This Fiscal Year-to-Last Month date range. You can also save the Insights tab to a PDF file by clicking the down arrow to the right of the printer icon, and then choosing Save As PDF. The Previous Year Expense Comparison graph compares the current year’s expenses to those for previous years. The Business Growth graph compares your total income over different time periods on the graph’s right, you see the change in total income in dollars and as a percentage. The Net Profit Margin graph compares your company’s net profit margin for this year and last year for the date range you specify. In one of the mid-year releases of QuickBooks 2015, the Home window’s Insights tab ( The Insights Tab) added three graphs. You can select transactions in the table to perform bill-related tasks, such as converting purchase orders to bills, paying bills, and so on.
As with Income Tracker, Bill Tracker’s table lists the transactions that contribute to its dashboard’s high-level numbers. The new Bill Tracker feature provides an expense-oriented dashboard that shows what’s going on with unbilled, unpaid, and paid bills. If you’re a fan of Income Tracker ( Receivables Aging), you’re in for another treat. QuickBooks takes over, backs up your file, and then updates it.īill Tracker. When you open a company file in a new version of QuickBooks, you log in as usual, choose the location where you want to store you file, and click Update Now. The steps to updating a company file ( Modifying Company Info) have been streamlined in QuickBooks 2016. Updating a QuickBooks file to a new QuickBooks version. 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 track of their finances.
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