QuickBooks 2011: New On-Screen History Feature

Guest post by: Scott Gregory
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QuickBooks 2011: Improvement to Closing Date Functionality - By Scott Gregory

One of the new features of QuickBooks Pro, Premier and Enterprise 2011 that is sure to boost your productivity is the on screen history for customers and vendors. Found on select transaction screens (i.e. create invoices and purchase orders), you now have the ability to see pertinent data about a customer or vendor without leaving the transaction screen.

For example, you can quickly see:

* Summary information about the customer such as phone, fax, e-mail, open balance and quick links to the details.

* Recent transactions and quick links to them

* Notes about the customer and a quick link to edit them

If you prefer not to see this history, just click the arrow that says "Hide History" and the window collapses to the right of the screen for access in the future.

Kudos to Intuit for adding this new functionality to the critical transaction processing screens within QuickBooks.

As my motto goes - "less clicks = more vacation time". This new feature will certainly help meet that goal!

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QuickBooks 2011: Improvement to Closing Date Functionality - By Scott Gregory

About the Author: Scott Gregory

RSS for Scott's articles - Visit Scott's website
Scott provides a wide variety of QuickBooks solutions and profit improvement techniques to his clients in a relaxed yet very informative manner. No “accountant-speak” here - just a desire to help you create extremely efficient accounting systems and get the most out of your QuickBooks investment! He is a: > Certified QuickBooks ProAdvisor > Certified QuickBooks Enterprise ProAdvisor > He has taught hundreds of students a variety of QuickBooks courses for over five years in the Community Learning Division of Lakeland Community College. > Certified in Integrated Resource Management (CIRM) from APICS. Prior to forming Bottom Line Accounting Solutions, Scott served as the chief financial officer (CFO) for a $15 million manufacturing firm. In that position, he was in charge of the accounting, banking, IT, purchasing, inventory control and human resource departments. Scott was recently recognized as the Distinguished Business Leader/CEO of the Year for 2009 by The Willoughby Area Chamber of Commerce. Download a free copy of Scott's menu of services to learn more about improving the accounting within YOUR business - http://www.betterbottomline.com/docs/BLASProducts.pdf
Click here to visit Scott's website.

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