A Quick Look at Changes to QuickBooks 2012

QuickBooks 2012 is here, which means new features and (hopefully) an improved user experience. There are a number of important and exciting changes with QuickBooks 2012, and just about any business can find something in there that’s an improvement for them.

Here are some of the highlights that jump out at us:

  • New inventory tools. The Inventory center now stands alongside the customer center and vendor center as an integral part of QuickBooks. This pulls together a number of features that, previously, were scattered in other places. Unfortunately for some users, this one isn’t available in the Professional version.
  • Changes to documents. We’ve discussed this one before, but it bears repeating. This is a big overhaul for QuickBooks. Now you can attach documents to your transactions and lists without a charge, as long as you do it locally. You save the monthly storage fee. There is also drag-and-drop file functionality.
  • New CRM features. QuickBooks has been moving more and more into the CRM space with the past several releases. In QuickBooks 2012, you now have a Lead Center to manage contacts that aren’t yet customers. In addition, there’s a global “to do” list that’s now accessible from many places within the program, also an essential part of CRM functionality.
  • Updated Excel integration. QuickBooks can always use a little help playing nice with Excel. Now you can export an excel report, make changes, and then save it as a template. The modifications you make will stick with the report. This is a huge boon for folks who have been using Excel to customize their QuickBooks reports.
  • New accountant features. The Accountant version of QuickBooks 2012 offers a number of new useful features. The QuickBooks Statement Writer replaces Intuit Statement Writer. Period Copy is a useful tool for creating company files within specific parameters. Client Data Review gives you more options for client data copy.

There’s no shortage of new features in QuickBooks 2012. Take a look at what’s new and think about upgrading now.

Bernard Roesch About Bernard Roesch

Bernard Roesch is co-founder and Managing Partner of Mission Consulting. Bernard’s background in the early years of his career was spent in the manufacturing sector, making his QuickBooks perspective a unique one – he understands the intricacies of a complex environment and then applies his strategic skills accordingly.