How to Navigate New Features and Enhancements in QuickBooks 2024

Upgrading to the latest version of QuickBooks opens up new capabilities through added features and enhancements. To maximize the value from your upgrade, it’s important to properly learn how to navigate and utilize these new capabilities. Follow this guide to get up to speed with key features in QuickBooks 2024.

Explore the New Home Page

The new QuickBooks 2024 home page provides at-a-glance insights into your finances:

– Scrolling snapshots showcase charts for top expenses, income sources, and account balances.

– Click tiles to open related records like bills to pay, invoices to send, or reports.

– Customizable favorites let you pin frequently used items like certain reports or contacts.

Poke around the home page widgets to understand what data is available at your fingertips.

Take Advantage of Enhanced Search

Searching in QuickBooks 2024 is now more powerful with built-in filters and smart logic:

– Use keywords like customer name, transaction date, or amount to filter results.

– Filter by account, class, item, and other attributes to pinpoint records.

– Search knows associations – like customer linked to invoices.

– Quickly re-run recent searches from your history.

Utilize search daily to rapidly find transactions, pay bills, view reports, and more.

Review Inline Editing Options

QuickBooks 2024 allows inline editing to update transactions and lists across various screens:

– Edit payee, amount, account and memo right on transactions.

– Modify customer contact info, payment terms, etc. from sales forms.

– Change item details like cost directly from inventory screens.

Inline editing enables quick updates without opening sub-windows or losing your place.

Configure Multiple Windows

The new version supports multiple open windows to display data across two monitors:

– Open key reports, transaction lists, and item lookups side-by-side.

– Drag windows between monitors to customize your workspace.

– Set keyboard shortcuts to quickly pull up common screens.

Multi-screen support creates a more efficient flow for reviewing data and records.

Explore Revamped Reports

Reporting in QuickBooks upgrade 2024 has new options for customization and flexibility:

– Add charts and graphs for visual reporting.

– Filter by date, account, class, item, customer, etc.

– Compare reports year-over-year or budget vs. actual.

– Show cash basis or accrual basis reporting.

– Export beautifully formatted reports to share with stakeholders.

Leverage newly revamped reports to gain insights into company performance and trends.

Get Comfortable with Dark Mode

QuickBooks now offers a stylish dark mode to reduce eye strain:

– Click the user icon > Preferences > Theme.

– Select Dark under Color Scheme to toggle dark mode on.

– Review screens and forms to see cleaner contrast.

– Note which areas still need light mode for accessibility.

For prolonged use, try going dark for a more comfortable books viewing experience.

Learning top new capabilities like an enhanced home page, smarter search, customizable reports, and dark mode will help you take full advantage of the QuickBooks 2024 upgrade. Refer back to this guide as a starting point when exploring all the new features now available to your business.

Get Up to Speed With Advanced Workflows

QuickBooks 2024 introduces several advanced workflows to streamline critical business processes:

– Estimate to Invoice Conversion – Instantly convert accepted estimates into invoices without re-entering data.

– Time Tracking – Track employee and subcontractor time directly in QuickBooks for automatic job costing.

– Batch Invoicing – Generate invoices for multiple customers at once based on billing schedules.

– Automated Payments – Schedule recurring payments to vendors and 1099 contractors based on due dates.

– Inventory Forecasting – Use historical sales data to predict future inventory needs based on growth trends.

– Purchase Order Creation – Convert low inventory alerts directly into POs to replenish stock.

Take time to understand these enhanced workflows now available in the new version of QuickBooks. Using them will significantly improve efficiency, reduce data entry, and provide greater visibility into key financial processes. Training your team is critical to maximize adoption of these advanced features. Refer to QuickBooks learning resources for guidance to ensure your business leverages the full power of the new workflows.

Summary of Top New Features in QuickBooks 2024

To recap, the key upgraded features to leverage include:

– Redesigned home page dashboard

– More powerful search capabilities

– Inline editing options

– Multi-window support

– Customizable reporting

– Dark mode color scheme

Get hands-on with these new capabilities to boost your productivity and gain insights into the financial health of your business.