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UPDATE: As of November 2015, improved registers are now available to everybody! No need to turn them on in QuickBooks Labs first. For more helpful information about registers, see this QuickBooks Learn & Support page.
Thanks in part to the survey many of you filled out back in November (thank you!), we’re working on a new and improved version of registers that we hope you’ll love. Right now, it’s only available in QuickBooks Labs so we can gather your initial feedback before it goes primetime to all customers.
Want to try it out? Keep reading!
Step 1: Turn on new QuickBooks registers
Click Gear > QuickBooks Labs and turn on New Registers.
Step 2: View a register
Click Transactions > Chart of accounts > View register.
Newest transactions on top
The change you’ll notice immediately is that you can now view the newest transactions on top. No more scrolling down to the page to see the latest! This is similar to your online bank statement or email inbox — they display the newest items on top.
The register balance also shows prominently at the top of the page so you can see it at a glance.
Add new transaction
You can also add a new transaction at the top of the register. You choose the transaction type, and QuickBooks shows the appropriate fields. We also remember the last transaction type you enter and default to that.
Use the filter instead of “Go to Date” and “Find in Register”
Click the filter to limit register transactions by reconciliation status and date.
Enter a reference number or amount in the Find field. Be sure to include the currency symbol when searching on an amount.
Some sample searches:
123 finds all reference/check numbers with 123
$300 finds all transactions with amount $300
$100 finds all transactions with amounts greater than $100
Date range filters can also be applied to your search. The advantage of using Find in registers instead of the global search is that results are shown right in the register for that account. It’s easy to edit those transactions right in the register.
For the equivalent of the old “Go to Date” feature, simply enter a date in the From date field and click Apply; no need to enter anything else.
Columns: sorting, resizing, hiding
For example, to sort by column, just click the column header. You can sort the following columns: Date, Reference No, Type, Payee, Payment, Deposit, and Reconciliation Status. Note that if you sort by anything other than Date or Reconciliation Status, we won’t show running balance. That’s because the running balance no longer makes sense.
QuickBooks Pro: Essential Time Saving Tools
Intuit QuickBooks is easy accounting software designed for small business. Organise your finances all in one place so you can quickly find what you need. Easy to learn and use with no accounting knowledge necessary – QuickBooks is guaranteed easy or your money back.
New to QuickBooks?
Find out why QuickBooks is the UK’s No. 1 best-selling small business accounting software:
Get Started Quickly With Guided Set Up, Easy to Learn and Use
No accounting knowledge necessary - guaranteed easy or your money back
Quickly import and export data to and from Excel, Word and import Outlook contacts
Step-by-step tutorials and coaching tips show you how to create invoices, record expenses and more
Special offer: 30 day free telephone support with a QuickBooks expert
Organise Everything in One Place and Save Time on Everyday Tasks
Easily create and personalise invoices and quotes
Monitor cash flow, keep on top of receivables with the Collection Centre
VAT made easy: Automatically calculate and eFile VAT returns directly to HMRC Track How Your Business is Doing and Get Financial, Tax and Sales Reports in One Click
Get the information you need with easy to use reports
View income and expenditure, tax and sales
Get a real-time snapshot of your business with the Company Snapshot
Easy VAT Returns - HMRC Approved
Do your VAT the fast, accurate way. QuickBooks accounting software uses financial information stored in the software to generate VAT returns for you:
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Create VAT returns in minutes and file online – it really is VAT made easy.
File VAT returns online - QuickBooks is tested with HMRC systems
The latest VAT rules are incorporated to ensure accurate returns VAT return time can be a real headache. With automatic VAT returns, you can slash the hassle - and the worry.
Customise your Financial, Sales and Tax Reports
Generate reports showing important information about your business:
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Browse the built-in library of reports
See the overall picture or drill drown into figures by clicking reports
Get reports generated for you – no maths required With 100+ key reports built into QuickBooks Pro - including P&L and balance sheet reports - this easy accounting software gives you the business knowledge to make key decisions.
Get a Consolidated View of your Business with Company Snapshot
Stay on top of your business by customising your Company Snapshot. See at a glance year-over-year income and expense trends, income and expenses details, and top customers.
The Company Snapshot gives you a clear overview of your business
See who owes you money - and what bills you need to pay
Reminders show what you need to do by the end of the day
You can also use the Customer and Supplier Centres to see full information about everyone you do business with.
Stock Control
Track stock, set reorder points and create purchase orders. Keep an eye on your stock levels with QuickBooks accounting software:
See how items flow in and out of your business
QuickBooks prompts you to reorder when stocks fall
Create purchase orders to send to suppliers QuickBooks accounting software helps you avoid overbuying stock. You can also set reorder points and get reminders when it's time to reorder - so you don't run out of popular items.
Handle Foreign Currencies Automatically
QuickBooks Pro accounting software lets you trade in over 145 currencies just as easily as you do in pounds sterling:
Work with international customers in their own currencies
Convert back using the latest exchange rates automatically
Understand gains and losses caused by rate fluctuations Handling foreign currencies helps your business deliver great service, because international clients will appreciate it when you work in their currencies.
Track Sales, Expenses and Profit
This easy accounting software lets you monitor your company's performance:
See the money going in and out of your business
Understand where your cash goes
Monitor sales and identify your most profitable areas
With a clear picture of how and where you make and spend your money, your business can identify opportunities and plan well for the future.
Easily Create Branded Invoices and Quotes
QuickBooks accounting software lets you create invoices and quotes in seconds and email them as PDFs - you can design them just the way you want them:
Choose from a selection of templates
Customise every aspect of the invoice design
Choose which information to include and add your logo QuickBooks invoicing software lets you send branded invoices that project a more professional, cohesive image of your company. You'll impress customers every time they hear from you.
Upgrading QuickBooks?
The latest version of QuickBooks Pro 2012 accounting software is packed with new features designed to save you time and get you organised.
NEW: Customer Snapshot: assess customer info at a glance. See purchase history, balances, and more, in one consolidated view.
NEW: Calendar View. Quickly scan invoices, billing, past transactions and more items with a single click in the new Calendar. The improved 'to-do' list captures more relevant information and displays it all in a calendar format.
NEW: Batch Invoicing: invoice multiple customers at once for the same service or product.
NEW: Complete Transactions Faster: convenient access to customer or vendor balances and transaction history all on one screen.
NEW: Stay on top of your receivables with the Collections Center. Quickly identify overdue and almost due invoices, and email all collection notices from your Outlook, Yahoo, Gmail or Hotmail account in a few steps
NEW: Quickly locate any account, report, or invoice with QuickBooks Search. With QuickBooks Search, all you need to do is enter a keyword, and it will display all the related reports, invoices, contacts and transaction details.
NEW: Send invoices and estimates right from your business Yahoo, Gmail or Hotmail account. The new Webmail integration allows you to easily email right from QuickBooks without going through the steps of setting up Outlook.
Disclaimers:
1. If you are not fully satisfied, return the product to Intuit within 60 days with a dated receipt for a full refund of your purchase price, excluding P&P. 2. GFK RT UK Accounting Software data for retail desktop units Sept 10–Aug 11. 3. QuickBooks 2012 technical support is included for 30 consecutive days from first-time registration. First-time registration must be completed within 30 days of purchase UK only, see terms and conditions inside software. Intuit reserves the right to limit the length of the telephone call.