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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.
Oct 01, 2018 QUICKBOOKS DESKTOP 2019 Tutorial: ’COMPLETE SETUP’ in 25 Minutes by Certified ProAdvisor - Duration: 21:20. QuickBooks From The Top 56,257 views. QuickBooks app for Mac review: Intuit’s free app makes QuickBooks Online more friendly. By Jeffery Battersby. I saw no noticeable difference between the desktop and Web apps. Find helpful customer reviews and review ratings for QuickBooks Desktop For Mac 2019 Mac DiscOld Version at Amazon.com. Read honest and unbiased product reviews from our users.
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
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
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.
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.
Intuit has just announced the release of QuickBooks for Mac 2020. Initially this product will be rolled out to QuickBooks ProAdvisors with an Enterprise Software Bundle (that includes a license for QuickBooks for Mac). Not long after, current QuickBooks for Mac users will begin being notified about the availability of the initial release of the software (should they wish to purchase an upgrade for download). Soon thereafter, QuickBooks for Mac 2020 versions will begin appearing on retailers’ shelves.
Insightful Accountant has had communications 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 year I decided to post this QuickBooks for Mac summary separate from my 2020 QuickBooks (for Windows) Summarybecause I realize that most of our readers who ‘do Mac’ don’t have any interest regarding the Windows versions, or vice versa.
Insightful Accountant will however be including QuickBooks for Mac in our SeptemberQB Talks webinar scheduled for 2 PM Eastern on September 18, 2019 when we discuss all of the QuickBooks 2020 versions, so you may want to tune in for that webinar even though it does contain ‘Windows’ versions (sorry), there will be more information about that webinar in a future article. You can register HERE.The New Look
Probably the biggest and brightest, or perhaps ‘darkest’ (depending on your perspective) change in my way of thinking is QuickBooks for Mac has ‘gone dark’ with compatibility to use the Dark Mode user interface found in the Mojave Operating System. It certainly gives QuickBooks for Mac an entirely different look that many QB-Mac users have been asking for.×
For 2020 QuickBooks for Mac has ’gone dark’ (optional) with Mojave OS Dark Mode compatibility.More Snap in the Snapshot
Who doesn’t love a dashboard? For 2020 QuickBooks for Mac has put even more visibility into the users business by providing clearer snapshots of the company in a centralized dashboard. Users can easily customize the layout by selecting or moving the various displayed widgets, changing the date ranges, and configure the types of graphics being displayed.×
Centralized Dashboard in QuickBooks for Mac 2020 gives you an enhanced company snapshot with more widgets, and customizable layout from which to choose.iPhone Scanner Integration
Upload text searchable images from your iPhone/iPad to QuickBooks for MacQB-Mac-2020_iPhone2Mac_01_4x3-R
Most Apple lovers are indeed ‘Apple lovers’ that means they not only love their Macs they love their iPhones as well, and so they want they two of them to work together and that’s true even when it comes to QuickBooks. Well for 2020 these Apple lovers can now upload text searchable images from their iPhone cameras to QuickBooks for Mac. You can also add these images to your QuickBooks transactions via the ‘Attachments Center’ as long as you have everything set-up properly.
In order to use this feature the following configuration and settings must be operational: (1) you must be using the Mojave MacOS, (2) your iPhone must be using iOS 12 (or higher), (3) your Mac and iPhone must be on the same WIFI network or must be connected via Bluetooth, (4) you must be signed into iCloud on both your Mac and iPhone, (5) and you must have enabled two-factor identification.
When you take a Phone, say of a receipt, and press photo the phone will be saved in the QuickBooks Attachment Center. From there you can attach it to any document.×
User your iPhone camera to quickly scan in photographed bills, receipts, invoices, or other forms, then search them easily with new QB for Mac search features
As an alternative you can add attachments directly from a transaction by clicking on attachments, then clicking on the plus icon and selecting either your iPhone or iPad, then click on either scan docs or take photo for the appropriate device to open the camera on the device, when you press photo it will be saved as an attachment directly to that transaction.See All Results For This Question
By the way, this process uses OCR when attaching documents so as to make them searchable which is the next new feature.Improved Search of Attached Images
Significant improvements have been made in the ability to search scanned PDF attachments for text. Because the new process is reliant upon the OCR being when attaching documents, they should be as high a resolution with a high a contrast as possible to make searching easier to insure that you find the information you are seeking. ×
QuickBooks for Mac 2020 has enhanced text searchable image scanning, search scanned PDF images for specific text using integrated OCR functionality.
Note, if you are using either scanned images of, or searching for scanned images of Intuit Online Payroll documents, you must have Adobe Acrobat available, and Adobe Acrobat license is not included with your QuickBooks for Mac license.Reporting Modernization
I remember several years back QuickBooks for Mac supposedly enhanced their reporting capabilities and the general consensus was that “they made it more like QuickBooks for Windows” when Mac users had hoped they would make it more like typical Mac reporting tools Numbers, or even 3rd party tools likes today’s Domo or Looker. Now we have another revision they are calling a ‘Modernization’ that promises improved customization, usability, presentation and navigation. Since I am not a regular QuickBooks for Mac user, I am not a good judge of these changes, you will need to decide for yourself.
So, let’s start by taking a look at the interface… one of the first things you will notice is that there are 3 tabs: options, filters and format. In detail reports you can search by the available columns.×
Modernized reporting with improved customization and real-time updates that show changes automatically Mass effect 3 pc.
By the way, reports are self-refreshing now which means that they show changes to your data in real-time automatically.
The filters tab provides another location by which you can easily search for information you are needing, then build your report to express your report results.×
QuickBooks for Mac Modernized Reports mean refreshed reporting structure affording greater usability, easier navigation and better appearing presentation(s).
With the ‘format’ tab you can easily create customize reports by selecting and modifying the format style you want, and then saving your customizations to fonts or other design elements as a new custom format setup.
×
The modernized reporting found in QuickBooks for Mac 2020 affords greater customization and formatting than ever before. Save your designs and use them over and over with your own customer format style.
So, you tell me, is this the kind of reporting modernization you have been looking for, or are you still expecting more from QuickBooks for Mac when it comes to reporting? Let us know by posting a reply in the comments below, we will pass them along to Intuit’s QuickBooks for Mac Development Team.Invoice e-Payments
This new feature allows QuickBooks for Mac users to send customers electronic invoices with online ACH, credit card or e-check payment options; however, it requires QuickBooks Payments service which is sole separately. Users can sign-up for the Payment Service via the in-product link.×
Send customers electronic invoices with online ACH, credit card or e-check payments using the new Invoice ePayments feature. (Requires QuickBooks Payments subscription, sold separately.)Bounced Check ProcessingQuickbooks Desktop For Mac Trial
This new feature allows you to easily deal with insufficient funds checks you have received from one of your customers as a payment for an invoice, while at the same time handling the bank fee(s) your were charged for the bounced check. You also have the option of charging your customer a fee for having to deal with their NSF check.
You begin this process by locating the Customer Payment for which the NSF check was received and click the new ’Bounced Check’. ×
For 2020 QuickBooks for Mac has a new Bounced Check feature that provides an efficient way to deal with NSF checks you have received as payments from a Customer.
You can then record the bank fee you were charged for the bounced check, along with the appropriate expense account you wish to use to record that fee (and any Class, optional), as well as any NSF handling fee you wish to charge your Customer for the inconvenience of having to deal with their bounced check.×
QB-Mac for 2020 does the work for you of properly posting all fees and reversing Customer payments when you experience a bounced check.
When you click Next, QuickBooks for Mac displays a summary window (as shown top of next page) of the actions it will take in response to the bounced check. In this example you wills see that QuickBooks will mark 2 previously paid invoices now as ’unpaid’, post a previously deposited check in your checking account as ’returned’, post a new ’bank service’ fee for the NSF, and create a new Invoice to the customer for your NSF Charge for handling the bounced check.×
QB for Mac displays a summary of the various actions it will take in response to the bounced check feature prior to recording them, you can either choose to record or cancel the actions as appropriate.
Once you Record the actions QuickBooks for Mac displays the modified Customer record reflecting the entries that have been adjusted including the unpaid invoices, the journal entries recording reversing entries related to the transactions (as shown above), and the new fee invoice.
Remember, our companion article on QuickBooks Desktop 2020 can be found also in the headlines of today’s Insightful Accountant here and we will also be continuing our series on QuickBooks 2020 tomorrow with individual articles on the various QuickBooks Desktop features.
Editor’s Acknowledgements
That about wraps up my article on QuickBooks for Mac 2020 but again I have to thank my friend Laura Madeira who has helped me remain consistent and accurate with my content this year by cross-checking it against her own resource. So, for the official Intuit version of “QuickBooks Desktop 2020 – What’s New and Improved” (which includes QuickBooks for Mac) written by Laura Madeira be certain to check out this Firm of the Future blog website.
A special thanks to Brooks Bell with Intuit’s QuickBooks for Mac team who provided content related information and resources used in the development of this article. Of course, there countless numbers of people on the Intuit Product Development teams that work on each of the various features to make the magic happen and too often we forget to say, thank you, so to all of them I say,’THANK YOU’!
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