Run your most critical reports with ease
Advanced Reporting1 makes it easy to run your most critical business reports. Industry-bundled templates for manufacturers, wholesalers, contractors, and retailers help you quickly find the right report. Template reports auto-filled with your company data save you time. Plus, our robust help portal offers the reporting answers you need, when you need them.
Get a snapshot of your bills in one place. You’ll see what’s on order, what you owe, and what you’ve paid, so you can stay on top of your money. No need to gather and manually combine several reports. With Bill Tracker, you can take immediate action on unpaid bills, batch email purchase orders directly from the Bill Tracker list, and filter by transaction or vendor. The data is all real-time, so you’ve got everything right there.
Disallow Selling to Customers with Overdue Payments
QuickBooks now gives you the option to prevent selling to a customer who is overdue on payments.
Save time and improve accuracy by assigning default classes to items, accounts or names. When filling out transactions, QuickBooks automatically assigns the default class – you can change it at any time.
Payments Screen – Search Options
Forget scrolling through multiple pages of customer transactions to find a payment by date. You can now sort any column in the payments screen (date, order quantity, order amount, amount due, payment) and quickly find the transaction you’re looking for.
Auto-Copy Ship-To Address from Service Order to Purchase Order
Avoid manually inputting addresses from your Service Order into your Purchase Order with the new auto-copy ship-to address function. When creating a purchase order from a sales order, simply check a box to copy over the ship-to address. QuickBooks Enterprise will remember your preference, so the auto-copy box will be checked for you next time automatically.
Single-Label Printing Capabilities
Printing just one label is now fast, easy, and efficient. Our new single-label printing capabilities give you the freedom to print barcodes, address labels, and more on single, continuous feed label printers, such as Zebra.
A smarter solution for sending invoices and recording payments. Now, email invoices to your customers with a Pay Now link. All completed payments will be automatically applied to the invoice record, making invoice tracking a snap.
Assembly Shortage Report
Know what you need, when you need it with our updated Individual Assembly Shortage report. We’ve enhanced it to include more helpful information, like quantity on Sales Order, quantity for Assemblies, quantity Available, quantity on Purchase Order, and Next Delivery Date.
Enhanced Inventory Troubleshooting
It’s easy to view, analyze and make adjustments with our improved inventory troubleshooting process. You can also check for negative inventory by seeing if you had negative values as of a specific date, or at any point during the evaluation period.
Batch Delete, Entry, and Reclassify
Misclassify a large number of transactions under the wrong department or office? Fear not. With our batch reclassify and entry tools, you’ll be able to fix or enter transactions in bulk. Plus, our batch delete tool can save you even more time by allowing you to void or delete numerous transactions at once — new in 2016!
Powerful Tools for Accountants — Now Available for You
We’ve unlocked several key tools previously reserved for accountants, to give you even more control over your books.
- Write off an outstanding invoice as bad debt.
- Speed up troubleshooting by using prior account balances to locate account discrepancies.
- Manage your lists more actively with our review list changes function. See what’s been added, changed, and deleted in the Chart of Accounts, Items, Fixed Assets, and Payroll Items lists.
- More easily segment your books by time and year with period copy reporting capabilities. Need to provide data from 2012 to 2014? Just specify these dates and make a focused copy of your data file using only the info you need and none that you don’t.
For more information, contact us via Telephone at (855) 227-0700 or by e-mail us at Sales@CBRTechnology.com .