Easier access to QuickBooks Online. Leave your browser behind with the QuickBooks Online Mac app. Download the app to your computer to access all of your online data right from your Applications folder. The QuickBooks app for Mac appears on your desktop just like any other Mac program, and you can keep it in the dock for quick access. Just click the icon to get started! Unlike the QuickBooks website, which signs you out after a period of inactivity, the QuickBooks app for Mac lets you stay signed in. Like, indefinitely.
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QuickBooks App for Mac×Change Company Feature
Leave your browser behind with the QuickBooks Online Mac app. Download the app to your computer to access all of your online data right from your Applications folder. Access your QuickBooks Online account, right from your desktop. Fast, automatic sign-in on launch. Use keyboard shortcuts and multiple windows to take care of business.
Change Company Feature
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QuickView Feature
QuickView feature for QuickBooks App for Mac
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QuickView Feature Access
https://haonew732.weebly.com/blog/macos-close-app-shortcut. Access Bank Transaction from QuickView
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Detached Windows Feature
Multi-window capabilities
So I must admit that I have not been a big fan of QuickBooks for Mac, but I do support it, and I have a lot of clients who use it. But when I heard that Intuit was launching a Mac App for QuickBooks Online I predicted that it could well be a ‘game changer’ with the QuickBooks for Mac community, and by all appearances in its’ first 30-days since launch that prediction may be coming true. I checked with my friend who recently started using the App to access QBO from her Mac and she says, “it’s the bomb.” (I’m kind of new to all this slang-stuff, but I think that means she likes it; and she accuses me of talking over her head….’what’s up with that?’)
In the past, I like many other windows users’ have struggled with the differences between QuickBooks (windows) desktop products and QuickBooks Online, and while the new (Harmony) version of QuickBooks Online has come a long way in terms of both capabilities and performance, most windows product users still consider it ‘behind the times’ from a feature standpoint. But QuickBooks for Mac has also always been behind the windows products, and in many ways the feature set of QuickBooks Online and QuickBooks for Mac have been much closer, and continue to be. For this reason it is probably much easier for QuickBooks for Mac users to migrate to QuickBooks Online, with one exception. That exception was, until recently, the fact that QuickBooks Online, even when accessed from a Mac browser looked and felt like a ‘windows product’, it didn’t feel like ‘Mac’. That lack of Mac friendliness (or ‘nativeness’) was a deterrent until recently.
But now, with the QuickBooks App for Mac, (shown in Figure 1 above) the look and feel of Mac is available, with the feature set and anytime-everywhere access that only QuickBooks Online provides. Like almost any App for your Mac that accesses a cloud based resource, this App acts like a specially optimized browser caching and buffering data resulting in enhanced performance. In the product demo I was privileged to review the App performed admirably with windows opening lickety-split and data populating ‘at the speed of Mac’. So besides performance, I know you are probably asking ‘what did Murph really like bestabout the new App?”Well I won’t bore you with all the details, but give you just my ‘top 3 favorite things’; so counting down to # 1…
Qb App For Mac Windows 10
# 3.The new App provides great support for users that have multiple QuickBooks Online accounts, or accountants who work with different QBO clients. You can access the multiple companies either from the File dropdown on the menu bar, or from a drop-down window next to the forward/back navigation buttons. (Figure 2 above) By the way, Yi Ng, Intuit’s Product Manager for the new App, confirmed for me that the Mac App for QuickBooks Online will also work with QuickBooks Online-Accountant (QBOA).
# 2. The “QuickView” option sits on your Mac menu bar and provides a wealth of capabilities. (Figure 3 above) You can not only get alerted of items needing your attention (like a Bill to pay), but you have easy access to the various functional areas within QuickBooks Online via the App. (Figure 4 above) You can even use QuickView to launch the App if you don’t have it running already with the ‘stay signed in’ option, just whatever you as a Mac user want to do is pretty much ‘doable’ from this one central access point. Lucky, lucky, lucky, we can’t even do that with QuickBooks (windows) desktop products.
And my # 1 pick is:
The ability to use ‘detached windows’, which has to be the ‘whip cream’ on the desert in my opinion.(Figure 5 above) You can have reports, estimates and invoices all open at the same time. For example, you might have an Invoice open in one detached window, while you have the Vendor Center open in another window. Then open a Balance Sheet in another window to check your cash on hand. Now just drag them around to work on what you need, put them temporarily out of the way while you do something else, and then drag any of them back into your central focus. It’s like Captain Kirk having the forward looking, rear looking, port and starboard view screens all clustered around him in any order, any place, and any size he wants, while then launching another App so he can watch re-runs of previous Star Trek episodes on the same viewer. “Holy cinema Mr. Spock, is that great or what?” (No that sounds more like something Robin would have said on the Batman TV series, than Star Trek, doesn’t it?) But you get my point!
I may just have to go rob an Apple store to get me a Mac so I can play around with this new App, it’s ‘way cool’, or should I say ‘hot’ (whatever).
Murph
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. Macos app icons and what apps they are.
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'
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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'
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Combine Invoice EmailsQb App For Mac Catalina
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'
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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'
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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. Old mac app icons.
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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'
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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'
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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'
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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.
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An example of such a color row shaded report can be seen below. 'Video'
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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.
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