QuickBooks for Mac 2014 User’s Guide 4
What’s New in 2014?
Welcome to QuickBooks for Mac 2014! Whether you're upgrading from a previous version of QuickBooks for Mac,
switching from QuickBooks for Windows, or are new to the QuickBooks brand, thanks for choosing us!
We've added a few great features and made some big improvements in 2014:
• Set Up and Go. New to QuickBooks? Feeling a little lost? Set Up and Go can help. We've added some assistance
for new users to get you feeling comfortable and confident using QuickBooks to manage your business. Short
videos show you how to get QuickBooks set up, then start creating receipts or invoices, entering and paying bills,
generating reports, and more.
• Income Tracker. We've made it easy for you to see where your money is anytime you're in QuickBooks. Just
open the Company Snapshot or the Transaction Center and there it is, up at the top, in an easy-to-to scan
colorful bar.
• Turn estimates into purchase orders. So you've created an estimate for a customer, and gotten the job. Great!
Now you've got to buy all the materials for that job. With the click of a button on the estimate, you can create
purchase orders for jobs. You don't have to enter items or amounts twice, which means you'll save time and
keep your data consistent.
• Redesigned toolbar. We've totally redesigned our toolbar to make it easier to use to navigate through
QuickBooks. It's over on the left side of your screen. The buttons are smaller, but when you hold your mouse
over the toolbar it expands to tell you what each button does. The new toolbar's also totally customizable--drag
and drop buttons to put the ones you use most where you can find them fastest.
• Gorgeous new Company Snapshot. We've also revamped the Company Snapshot. It's got a whole new look,
plus it includes the Income Tracker.
• Search your reports. Some QuickBooks reports get really long--so what if you need to find one specific fact or
figure in a long report? We've made it much easier. Just type the words or number you want to find into the
Search field, and we'll both take you it and highlight it for you in the report.
• More and better Guide Me. We've put Guide Me assistance bubbles where you need them, when you need
them. Click into a field, and Guide Me pops up to tell you how to put the right info into that field. Hover over a
button, and Guide Me pops up to tell you what that button does. We've got Guide Me available in more than
[20] features of QuickBooks, and we've put an On/Off control at the top right corner of all those features so you
can turn it off when you're comfortable using a window, and turn it back on when you're exploring new
features.
• And other cool stuff...
o Choose the info you want to see with customizable columns in the Centers
o Adjust your sales tax amounts before you pay
o Track more info about your sales reps
o Print your bill stubs
o Print your general journal entries
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