QuickBooks Desktop Accountant 2017
QuickBooks Desktop Accountant 2017
QuickBooks Desktop Accountant 2017 includes new and improved features that will help you and your clients complete tasks with less effort than before. Join me for a review of these features!
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| QuickBooks Desktop Accountant 2017 |
New! Scheduled Reports
Available with: QuickBooks Pro, Premier, Accountant 2017 and Enterprise V 17.0. (Note: Scheduled Reports does not function in multi-user or hosted modes, or if multiple versions of QuickBooks Accountant Desktop 2017 are installed on the same computer.) Click here for more information.
Features: Get timely insight with automated Scheduled Reports. With the Scheduled Reports feature, help your client customize and schedule automatic email delivery of reports to you or others that need to stay informed.
To schedule a report, it must first be memorized. To memorize a report, customize as needed and then select the Memorize button at the top of a displayed report window. The memorized report(s) can now be included in the Schedule Setup.
Any memorized report can be scheduled to be sent by email on a recurring basis including:
- Daily Weekly Every two weeks Monthly Quarterly
Email send times are offered on the hour.
After setting a recurring schedule, list the emails for distribution and assign a password that will be required to open the reports.
A few technical details about working with the Scheduled Reports feature:
- The QuickBooks Preference must not be selected to keep QuickBooks running for quick startups. This preference can be found from the menu bar by selecting Edit, Preferences, General on the My Preferences Tab. Ensure that this preference is unchecked.
- The automated report will be sent even if QuickBooks is closed. The computer where the data is stored must have the windows sleep mode in power settings disabled.
- The Windows admin user is the only one that can setup a scheduled report.
- The Scheduled Report Center will display the status when report(s) failed to send.
- If you are using Outlook as your email delivery option, Outlook must be running to permit the reports to be sent at the scheduled time.
The following are not supported scenarios:
- The company file is open in multi-user mode at the time of the scheduled report. QuickBooks must either be closed or launched in single-user mode to send the scheduled report(s).
- When using QuickBooks as your e-mail delivery option, please change your preference to either webmail or Outlook.
- Multiple editions of the same version of QuickBooks 2017 installed on the same computer (for example, if you have QuickBooks Pro 2017 and QuickBooks Enterprise V 17.0 installed).
- Scheduled Reports is not supported for QuickBooks in a hosted environment with roaming profiles.
New! Smart Search
Included with: All versions of QuickBooks 2017 Desktop software.
Accessible: Feature requires the following individual user preference setting to be enabled: From the menu bar, select Edit, Preferences. Choose the General preference on the left, and the My Preferences tab at the top, and place a checkmark in the Automatically open drop-down lists when typing.
Features: Save time with an easier, faster search. Locate accounts, items and clients faster by typing in part of a name and having QuickBooks automatically fill in the rest.
Previous year’s versions of QuickBooks Desktop would display only instances where the exact characters typed would match, beginning with the first few characters in the name.
With QuickBooks 2017, when a user begins typing a list name, QuickBooks will display a filtered drop-down list of those occurrences, where the beginning of the words matches with the characters typed.
After typing a few characters, the list of matches displays. QuickBooks users can use the arrow keys on a windows keyboard to efficiently select the appropriate list name.
New! In Between Amount Search
Available with: All versions of QuickBooks 2017 Desktop software.
Accessible: From any displayed report, select Customize Report, and from the Filters Tab, select Amount on the left. A search option is offered for an amount range. It’s also accessible from the menu bar by selecting Edit, Find.
Features: Now, you can search between values to find a transaction without having to remember the exact amount.
New! Vendor and Customer Type Filter
Included with: All versions of QuickBooks 2017 Desktop software.
Accessible: From the Vendor or Customer Center.
Features: Efficiently filter the Customer or Vendor Center displayed list by Type, with new filter option included.
- New! Visual Reminder to Record Make Deposits
Included with: All versions of QuickBooks 2017 Desktop software.
Accessible: Displayed on the Home Page when there are Undeposited Funds balance.
Features: QuickBooks users are now notified with a badge on the Make Deposits on the Home Page when there are funds recorded as received for customer invoices but not yet recorded as deposited to the bank account. This feature is a visibility improvement and does not change the workflow in QuickBooks for recording payments and making deposits.
- QuickBooks Desktop Accountant 2017 Dashboard
System Requirements Needed under QuickBooks Pro, Premier and Enterprise Desktop Version
QuickBooks Desktop software is as prone to errors as any other software when the system requirements of the software do not meet with that of the computer system. For the codes, on which the software is based, do not get the support from the desktop which is required to function properly, users end up facing issues for which they promptly call up the QuickBooks Customer Support Number which is generally handled by proficient technicians who are intensively trained and extensively knowledgeable about all things QuickBooks.
In order to avoid basic errors caused due to mis-match of system requirements between the software and the computer system, user needs to be well aware of the same. Here we have briefed different parts of System requirements needed under all three Pro, Premier and Enterprise version.
System Requirements under QuickBooks Desktop Pro 2017, QuickBooks Desktop Premier 2017 and QuickBooks Desktop Enterprise 17.0:
• Supported Operating Systems:
- o Windows Server 2008 (R2 SP1)
- o Windows Server 2011 (R2) (Supported by QuickBooks Desktop Pro / Premier
- 2017 R4 and QuickBooks Desktop Enterprise 17.0 R4)
- o Windows Server 2012 (R2)
- o Windows 7 SP1(64 bit and other editions, natively installed)
- o Windows 8.1 (64 bit and other editions, natively installed for Update 1)
- o Windows 10 (64 bit and other editions, natively installed)
- • Supported Database Servers:
- o For Windows System: Windows 10, Windows 8.1, Windows 7 SP1, Windows Server 2008 R2, Windows Server 2011 R2 (Supported by QuickBooks Desktop Pro / Premier 2017 R4 and QuickBooks Desktop Enterprise 17.0 R4) and Windows Server 2012 R2.
- o For Linux System: Red Hat 7 (Update 2), Fedora 23 and OpenSuse 42.1 while employing Database Server.
Client and Server Requirements for both Hardware and Operating System
Compatibility with Software
QuickBooks can be connected with thousands of third party programs and software. Some of the most common software integrated with QuickBooks is listed below. In case of any trouble with interconnectivity between QuickBooks Pro, Premier and Enterprise with third party applications you can get in touch with technical experts through QuickBooks Enterprise Support Number.
o Office Suite 2016 for both 32 and 64 bit
o Office 2013 / 365 ( including Outlook 2013) (Office 365 needs to be installed version) and Office 2010 (including Outlook 2010) for both 32 and 64 bit
o Microsoft Word 2010, 2013, 2016 and Office 365 for developing letters
o For Reports Microsoft Excel 2010, 2013 and 2016 along with office 365.
o Microsoft Outlook 2016, 2013 and 2010 for contact and emails
• QuickBooks POS Version 10.0, QuickBooks POS Version 11.0 and QuickBooks POS Version 12.0
• In order to facilitate smooth working and reading of documents under QuickBooks Payroll and business planner Adobe Acrobat Reader 5.0 or above is needed.
• A stable network connection with minimum 56 Kbps of speed for connecting with online tools like Payroll.
• Lacerte 2014 and 2015
• TurboTax 2014 and 2015 (both business and personal)
• QuickBooks for Mac 2016
• Pro Series tax years 2014 and 2015
• Internet Explorer 11 (32bit)
• Email Clients supporting Yahoo email, Gmail and Other SMTP
Compatibility with Antivirus Software and Firewall
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Write to us; what you want to know about our service or
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Our Products Contact Me How to Buy
to describe even more better with some document.
--: Thanks to All :--
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