Back in time, Intuit released QuickBooks 2014 version of the Pro, Premier, and Accountant Editions to help clients save time in managing their crucial financial data and hectic work schedule. Unlike the introductions made in the 2013 version of QuickBooks, QuickBooks 2014 brought in a lot of options, especially in the Pro and Premier Versions.
Together with the effort to make accounting simple, this version also introduced smartness in operations with various quick access shortcuts, enhanced GUI for ease of use and many other features.
What introductions were included in the QuickBooks 2014 version? Let’s find out here:
| QuickBooks Pro Features | 2014* | 2013* | 2012* |
| Enhanced email capabilities with ease of attaching multiple files, tracking previous email conversations and tailoring the email templates to include clients or work details | ✓ | ||
| The advanced ‘Income Tracker’ System displaying all the transactions contributing to the business income at one place (Reminders to customers can also be directed from here) | ✓ | ||
| Transactions associated with multiple business accounts can be seen at one place to organize the data in a structured way for the tax season | ✓ | ||
| Single-click access to the reports displaying transaction summary of bounced checks | ✓ | ||
| Extended functionality of add-on integration services provided by QuickBooks | ✓ | ✓ | |
| Simpler customer forms for quicker task completion | ✓ | ✓ | |
| Well managed sections for customers, employees, and vendors | ✓ | ✓ | |
| Streamlined navigation to access financial data and transaction details | ✓ | ✓ | |
| Calendar to display all important financial tasks like billing and sending invoices | ✓ | ✓ | ✓ |
| ‘Lead Center’ to track and follow-up sales activities | ✓ | ✓ | ✓ |
*Features depicted above are in addition to all features supported by the QuickBooks Pro Version 2011.
QuickBooks Premier 2014
| QuickBooks Premier Features | 2014* | 2013* | 2012* |
| Enhanced email capabilities with ease of attaching multiple files, tracking previous email conversations and tailoring the email templates to include clients or work details | ✓ | ||
| The advanced ‘Income Tracker’ System displaying all the transactions contributing to the business income at one place (Reminders to customers can also be directed from here) | ✓ | ||
| Transactions associated with multiple business accounts can be seen at one place to organize the data in a structured way for the tax season | ✓ | ||
| Single-click access to the reports displaying transaction summary of bounced checks | ✓ | ||
| Extended functionality of add-on integration services provided by QuickBooks | ✓ | ✓ | |
| Simpler customer forms for quicker task completion | ✓ | ✓ | |
| Well managed sections for customers, employees, and vendors | ✓ | ✓ | |
| Streamlined navigation to access financial data and transaction details | ✓ | ✓ | |
| Calendar to display all important financial tasks like billing and sending invoices | ✓ | ✓ | ✓ |
| ‘Lead Center’ to track and follow-up sales activities | ✓ | ✓ | ✓ |
*Features depicted above are in addition to all features supported by QuickBooks Premier Version 2011
QuickBooks Accountant 2014
| QuickBooks Accountant Features | 2014 Plus* | 2014* | 2013* |
| Transmit files safely without any extra charges | ✓ | ||
| Freedom to choose the most suitable monthly or annual plan; auto-renewal is optional | ✓ | ||
| All updates to be integrated with the existing software as and when released by Intuit | ✓ | ||
| ‘Client Collaborator’ to seek answers that you ask clients; no need to shut QuickBooks down for the process | ✓ | ||
| Platform for usage includes MAC and PC | ✓ | ✓ | |
| Proper tracking of all the unpaid invoices and bounced checks through the advanced feature | ✓ | ✓ | |
| Sorting out the checks that have been prepared with the wrong account details and prepare new ones with correct details | ✓ | ✓ | |
| Entering the data related to financial transactions directly from the Excel sheet | ✓ | ✓ | |
| Ease of creating multiple transactions through a display of various credit card payments or bank checks on a single screen | ✓ | ✓ | ✓ |
*Features detailed above are in addition to all the features supported by the QuickBooks Accountant Version 2012.
A Quick View of the ‘4 New’ Features of QuickBooks 2014
| Email Enhancements | Document attachment is possible from PC, scanner, and Doc Centre. Also, the documents can be dragged and dropped into the Attachment Pane of the software. Various email templates can be utilized along with the inclusion of ‘Rich Text’ format. One can view the entire conversation history with a client in a separate panel titled ‘Customer Center’. |
| Income Tracker | All the sales estimates and orders, due and unpaid invoices, payment statements, and receipts of payments made can be managed through a single window. A particular block appears colored along with every piece of information. This box depicts the amount of the transactions in that category. |
| Account Customization | On the home page, one can set the desired color to depict the account related to a company. Various reminders and alerts for payment or collection or receipts can also be set. One can make industry specific customization with options like advanced pricing, advanced job costing, payroll enhancement, and assembly setup. |
| Bounced Checks | Earlier versions of QuickBooks were not structured to display the bounced checks easily. With the introduction of this new feature, it is easy to cancel the invoice with the bounced check and generate a new invoice for the customer. |
QuickBooks Enterprise 14.0 Feature Enhancements over Previous Versions
The QuickBooks Enterprise Edition offered a combination of the enhancements made in Pro, Premier and Accountant Versions. These include:
- Enhanced Job Costing feature to streamline work-related data specifics
- Purchase of entities is reduced to a two-click process with automated purchase orders
- Liberty to add more classes, types of customers, types of vendors, memorized transactions and various other features
- On-demand tailoring of purchase forms
- New pricing add-on to customize monthly or annual installments in the desired manner
- Enhanced email capabilities with ease to attach multiple files, track previous email conversations and tailor the email templates to include client or work details
- Advanced income tracking system to display all transactions contributing to business income at one place
- Ease of entering and managing all the transactions in a single place for quick access when desired
- ‘Client Collaborator’ to seek answers that you ask clients. There is no need to shut QuickBooks down for the process
All the enhancements made in QuickBooks 2014 were structured based on the feedback from thousands of clients. As expected, these new releases have been successful in making their way to the CPAs and accounting individuals.
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Comments (1)
Single-click feature to access reports and adding multiple attachments to email were very much required. It seems to have improved a lot with the updated version in QuickBooks 2014.
QuickBooks 2014 for MAC is definitely worth the price. You can easily track all the bank accounts even if they are under different names at the same institution.
The procedure to register while installing has been made simpler in QuickBooks 2014. Various major improvements can be seen along with a good user-interface.
Income tracker is the best feature in QuickBooks 2014; it presents the transactions in a simple chart thereby helping me to understand transactions easily. Accessing reports and importing payroll has become faster now.
As a CPA, being able to ask clients about particular transaction is one of the best features in QuickBooks 2014. The latest updates made are simply outstanding!
I have upgraded to QuickBooks 2014. Major improvements can be seen in online banking. Moreover, I found the user-interface quite easy. This is the best ever!
I found QuickBooks 2014 as the easiest tool for medium and small size business and would highly recommend it. Very easy to setup and use.
QuickBooks 2014 makes it easy to integrate with the online banking accounts and mailing of invoices. This is the best version they have come out with.
I would highly recommend QuickBooks 2014, one of the easiest accounting tools for SMBs. Invoice screen is better than the previous versions. I can clearly compare the previous charges with the customers.
Income tracker feature was there in QuickBooks online but now it has been brought to the desktop as well with QuickBooks 2014. It is now easier to handle financial transactions for small business owners.