QuickBooks for Mac 2020. A few years ago I said that QuickBooks for Mac was dead – boy, was I wrong! In my defense, at the time I said that, it was true, but for some reason the product was revived. I don’t work with QuickBooks for Mac so I can’t comment about these features, but here is a quick rundown.
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- Intuit QuickBooks Online Review | PCMag
- Quickbook Desktop For Mac 2020
- Quickbooks Mac Desktop Support
It is too bad that Quickbooks has stopped making Quickbooks Desktop of Mac. This is the last desktop version they will make as they move to an online service only for Mac. The online service has a fraction of the features that this desktop version offers. Buy it while you can. Quikbooks is supporting this software with updates until 2019. Find helpful customer reviews and review ratings for QuickBooks Desktop for Mac 2020 Accounting Software for Small Business with Amazon Exclusive Shortcut Guide MAC Disc at Amazon.com. Read honest and unbiased product reviews from our users. Owned for 3 months when reviewed. Overall, the application is good but can be glitchy at times (or even just suddenly freeze, which is annoying). I feel like when QB releases updates, its Mac version is on the bottom of the list since there a few glitches I've come across and they still haven't been fixed. I would recommend this to a friend. Just for the record: The latest version of QuickBooks for Mac is 'QuickBooks 2016 v17.1.13 R14' from February 2017, and it works very well with macOS 10.12 Sierra. After converting a QuickBooks for Windows company file into a Mac file and playing around with it for a while I am quite impressed how much QuickBooks for Mac has improved.
Intuit has just announced the release of QuickBooks Mac Desktop 2021. This year the product will only be available in e-tail and direct channels. QuickBooks Mac Desktop 2021 will not be available in traditional retail brick-and-mortar stores.
QuickBooks ProAdvisors with an Enterprise Software Bundle will be among the first recipients to be able to download the 2021 version of QuickBooks Mac Desktop on (or shortly after) September 8, 2020. Check your ProAdvisor Products tab for download availability.
Insightful Accountant has communicated with Intuit personnel, including product managers and developers, concerning the new features so we can give you a glimpse into the new version. This article provides a synopsis of those features. This is the second year in which I have posted the QuickBooks Mac Desktop summary separate from our QuickBooks 2021 Desktop 'Core' (for Windows) Summary because I realize that most of our readers who “love QuickBooks Mac” have little interest regarding the Windows versions.
Insightful Accountant will be including QuickBooks Mac Desktop in our SeptemberQB Talks webinar scheduled for 2 PM Eastern on Wednesday, September 16, 2020, when we discuss all of the QuickBooks 2021 versions. You can find out more about and register for that webinar here.
QuickBooks Mac Desktop 2021
For 2021 QuickBooks Mac Desktop has been enhanced to make receiving payments easier so you can boost your cash flow. A variety of features are aimed at streamlining the process whereby you can enhance your money-in. Optional QuickBooks Payments services and an internet connection may be required for several of these new features. Additional fees may apply. Subsequent to original publication Intuit posted a series of YouTube videos on these features, we have added the links to our summary for each feature.
Automated payment reminders
Easily set reminders for customers when their invoices are due. This feature is designed to save you from the manual task of following up on overdue invoices by automating the process of sending payment due reminder emails for you. You will easily schedule payment reminders along with configuring how you want the reminder emails to read. 'Video'
This feature requires QuickBooks Payments service which is sold separately.
Statement e-Payments
Send statements with payment links that encourage customers to immediately settle their balances via an online payment portal. 'Video'
Combine Invoice Emails
Receive quicker payments by enabling customers to receive multiple invoices in just one easy to process email. With this new feature, you can transmit all of a customer’s invoices to them attached to a single Email without having to manually combine them outside of QuickBooks Mac. 'Video'
Just think of how much time this one feature will save you, and how your customers will over the fact that they no longer must open one email after another just to receive each of their invoices.
Sales Tax Codes
Record transactions using specific sales tax codes for out of state orders, multiple districts, and non-profit organizations. Quickly and easily identify all of your sales tax liabilities by specific sales tax codes on your Sales Tax Revenue Summary. 'Video'
e-File 1099s
Electronically file 1099 forms, without needing special forms or extra time for processing and mailing them. Easily determine if e-filing is right for you, and print copies of 1099s even if you do e-file. If your state participates in the combined federal/state e-filing program, e-filing your federal 1099s can simplify your state filing too.
There are additional fees associated with this feature. An internet connection is required.
Email Templates
Create and reuse different templates for email communications with customers. 'Video'
Credit/Debit Card Refunds
Refund Merchant Service charges, with just 1-click, from within the Credit Memo in QuickBooks. No more having to visit an online Merchant Service portal. 'Video'
Company File Search
Easily find and open company files with the addition of a file search option. Believe it or not, Intuit has found that even QuickBooks Mac users sometimes can’t locate their Company files, so this new feature will make it much easier for any user to find and open their Company files even if they don’t know where they are located.
Restore Backup Workflow
Restore QuickBooks files quickly with a simple to use backup file restore wizard. I have always thought that the process of restoring a QuickBooks Mac Backup was in many ways easier than restoring a QuickBooks (for Windows) Backup, because of the way that ‘Mac’ creates backup files (as a disk image). But apparently, some QuickBooks Mac users have indicated that they felt the process was too cumbersome, so for 2021, there is a new Restore Backup Wizard intended to streamline the process. 'Video'
If you are interested in our summary articles on QuickBooks Desktop 2021, or QuickBooks Enterprise v21 (2021), you can access those features using the Related Links at the bottom of this article.
Print Report Row Color Shading
QuickBooks Mac 2021 now offers color shading by rows when printing reports. While the shading is very subtle it is intended to offset report rows from one another to make them more easily identified and set them apart from one another.
An example of such a color row shaded report can be seen below. 'Video'
Editor's Acknowledgements
Special thanks go out to Intuit's Mindy King in providing information and graphics, as well as responding to my questions specific to QuickBooks Mac 2021 Desktop. Without her, this article would not have been possible.
Thanks also to my good friend Laura Madeira who allowed me to cross-check my articles for QuickBooks Desktop and QuickBooks Enterprise with advance copies of her features to make certain that we were consistent in providing accurate information regarding the 2021 release. Laura, and her co-author Karen Siewert, have written three separate articles this year covering different aspects of the QuickBooks 2021 release, please be certain to check them out at Intuit's Firm of the Future blog:
I also want to thank the following Intuit personnel for their dedication in providing information, numerous briefings, and responding to my questions, as well as in guiding the actual product developments within QuickBooks Desktop and this release: Rachna Arya, Nipun Bhatia, Aditya Dixit, Sowmya Murthy, Madhumita Tayade, Muthuraj Thangavel, Tulasi Vijay Kumar Thulluru, and Raman Verma. I also want to say thanks to Michelle Berg, Mindy King, and Shawn Sturgeon from Intuit for additional product briefings and information along with the various members of Intuit's Alpha & Beta Product Testing Teams for QuickBooks 2021.
Of course, there are entire teams, composed of hundreds of Intuit personnel behind all of these people that make the magic happen and we so often forget to say, thank you, to them, so to all involved, “Thank You for Another Great Product'!
Note: All images used in this feature are displayed directly as provided by Intuit.
QuickBooks for Mac is your complete financial management system. Finally, after years of insufficient accounting offerings for the Mac, Intuit has developed QuickBooks for Mac to meet all your pressing business needs. Forms can be combined into one email to a client, you can create custom email templates, automatic payment reminder emails can be matched to invoice templates, and statements and credit card transactions can be handled with customers in a breeze.
Video Overview
The system is your complete solution for tracking and managing your expenses, invoices, and checks. QuickBooks for Mac will provide you with all information you need to properly manage your business. The system features an all new Customer, Vendor and Transaction centers meant to consolidate all crucial information into one screen. QuickBooks for Mac takes advantage of MobileMe technology allowing you to backup all your files to MobileMe. The system will integrate directly with your Mac OS X Address book so you will never lose a phone number, or contact information of any contact. You are also able to setup reminders in iCal so you can be reminded to print invoices or pay bills.
QuickBooks for Mac has been developed with the knowledge that most business users of Mac’s will need to communicate heavily with Windows users. As such, the system is capable of sending QuickBooks files to Windows users. These files can be read by any version of QuickBooks, allowing you to communicate your financial data with whomever you choose.
Accounts Payable
QuickBooks helps you keep track of expenses, so you can easily see the money you’re spending in each category. Plus, QuickBooks helps you fill out your sales tax form in minutes and make sure your sales tax balance is accurate and up-to-date.
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The system will also allow you to easily create and print checks. By using a batch processing method you can print all of your checks at once, and have them tracked for ultimate control of your money.
QuickBooks will help ensure that all of your financial obligations are met on time. To ensure that you don’t incur costly late fees, QuickBooks has a reminder feature that will allow you to record bills as they come and set a reminder to pay them before they are due.
Accounts Receivable
QuickBooks for Mac will create a central storage point for all your data, containing all customer contact and transactional data. This allows you to easily track and follow up on past-due accounts and answer all customer requests more efficiently.
QuickBooks for Mac allows you to easily create invoices and track receivables. Using the data that has already been entered in QuickBooks (i.e. customer contact info & products/services) to create invoices in a snap. Invoices can be created from over 100 pre-designed templates; you can even customize invoices to show your company logo and tag line.
General Ledger
The general ledger will allow you to stay on top of your business. It will provide you with a consolidated view of who owes you money, who you owe money to, important reminders, and income/expense performance.
QuickBooks for Mac uses the transactional history established in the general ledger to provide you with over 100+ pre-designed reports. Each report is adjustable, allowing you to gain useful insight into your business. Within each report you can click on any number to see the details behind it. Any report in the system can be exported to Microsoft Excel.
Inventory
QuickBooks for Mac gives you the ability to easily track your inventory. This will allow you to avoid overbuying and backorders. The system will allow you to setup reorder points that will automatically alert you as to when you should reorder a product.
Payroll
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The payroll application will allow you to easily manage your staff. The system will allow you to quickly process payroll with appropriate tax deductions. The software is capable of paying employees by direct deposit as well. You can have the system automatically populate and print 1099s for independent contractors. QuickBooks for Mac contains every tool you need to pay your employees, without switching to a Windows environment.
Purchase Orders
QuickBooks for Mac will quickly create purchase orders for your purchases. The only user intervention required is to simply select the appropriate vendor from a list of vendors and select an inventory item to order. Upon receiving the inventory, QuickBooks recognizes the products and matches it to the appropriate PO. Meaning when you enter inventory items, the correct corresponding PO is automatically reconciled.
Time Tracking
Quickbook Desktop For Mac 2020
The QuickBooks for Mac Time Tracking functionality allows you to properly track your employees’ time to avoid under-billing your customers. The system will alert you when creating an invoice if there are any outstanding time or expenses for that customer. Easily bring over both item descriptions and notes to invoices, so customers can clearly see what you are billing them for.
Quickbooks Mac Desktop Support
The system allows you to track time by employee, service, and customer. This is done by using timesheets. If you are creating an invoice, QuickBooks automatically alerts you to any unbilled time and expenses.