QuickBooks 2012 Improvements for ProAdvisors

by Lynnea Bylund on October 15, 2011 · 1 comment

According to Charlie Russell, writing at Sleeter Group’s QuickBooks and Beyond, it appears that Intuit QuickBooks has a renewed focus on helping the Accounting Professionals and ProAdvisors with the release of Quickbooks 2012. Russell takes a look at several new features and improvements that will be helpful. Most of these recent elements are found only in QuickBooks Premier Accountant or QuickBooks Enterprise Accountant.

Orange County QuickBooks ProAdvisors Accounts Bookkeepers San Diego CountySource: Charlie Russell QuickBooks and Beyond

File Manager

The File Manager was introduced in QuickBooks 2011. If you are working with a number of different client files, File Manager can be very helpful in organizing your files into groups, retaining client passwords (in a secure way), and more. This year we have a couple of of welcome improvements.

Backup/Restore Client List and Passwords

This is a big improvement, one that we’ve really needed. File Manager can maintain a list of the passwords for the client files you work with, and it has information that organizes your files into various lists. Since this information covers MULTIPLE company files, it can’t be stored directly in the normal QuickBooks company file database. So, QuickBooks stores this data on your local computer (I never did dig in to find “where”).

That creates some hassles. If you have the information all set up on one computer, and then you move to another computer, you lose your password and client lists. Big hassle!

QuickBooks 2012 File Manager lets you create a secure backup copy of this information, which you can use for safekeeping or for moving to another computer. Select Tools and then Create File Manager Backup.

Create File Manager Backup


{ 1 comment }

1 QuickBooks Hosting December 7, 2011 at 12:08 am

Impressive improvements, but why must QuickBooks outdate so quickly … what I know why! $$ LOL

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