This feature allows you to have greater visibility into actual product costs by factoring in freight, duties, insurance and other miscellaneous costs incurred during the purchase cycle. The actual cost of goods/inventory items can include many other charges in addition to the purchase price. With the landed cost feature, you can allocate these additional expenditures and costs to your item bills and keep a track of all expenses.
Accessible: To setup Landed Costs: From the file menu, select Edit > Preferences > Items & Inventory > Company Preferences > Advanced Inventory Settings > Landed Cost tab.
Features: The cost of obtaining inventory stock includes more than just the material costs of the items. With the new Landed Cost feature, QuickBooks Enterprise users will have greater visibility into actual product costs by factoring in freight, duties, insurance, and other miscellaneous costs. Calculated by quantity, value, weight, or volume.
Landed Cost work-flow summary:
Enterprise user will need to setup Landed Costs in Advanced Inventory preferences. This process creates an Other Current Asset account. The Enterprise user then selects any Other Charge item types currently used to record freight, duties or import fees and the setup automatically changes the currently assigned expense account in the item record defaults to this newly created Other Current Asset account.
Bills are entered for freight, duties, import fees and other additional product costs increasing the Other Current asset account created during the setup.
Enterprise users select which freight bills to allocate to the product costs and how to calculate the amount allocated, choices include: Quantity, Percentage, Amount or S&H Cost (manual).
When the allocations are selected, the Enterprise user will see the total product costs calculated by adding the landed costs to the default cost in the item record. Optionally, the Enterprise user can enter a new default sales price that will update the sales price in the item record.
Enterprise automates the reduction of the Other Current Asset account and increases the Cost of Goods Sold account (in the case where the inventory is already sold out) or the Inventory Asset account will increase (in the case where the inventory is not sold out).
NEW: Express pick-pack
You can complete the picking and packing operations as part of single workflow making the process faster and enabling the same person to perform the picking and packing tasks. This is in addition to the existing workflows.
Accessible: From the file menu, select Edit > Preferences > Items & Inventory > Company Preferences > Advanced Inventory Settings > Site Operations and select Enable Sales Order Fulfillment Worksheet
Features: Flexibility with Sales Order Worksheet fulfillment process to save time by consolidating the picker/packer roles, actions, and approvals. In prior year’s release of the Pick, Pack and Ship sales order fulfillment, each task in Enterprise was done individually. Now, the business can choose to complete the Pick and Pack process as a single task.
NEW: Alternate Vendor
This is an enhanced way to manage your vendors and make sure you’re choosing the right vendor when buying inventory items in QuickBooks Enterprise Solutions.
Accessible: From the menu bar, select Vendor Center and click the Items tab
Features: Centralized information center containing vendor contact and pricing data, helping to make more informed purchase decisions. Easily create purchase orders with vendor information automatically included.
NEW: Scheduled customer payment reminders
If you spend a lot of time following up on accounts receivable, payment reminders automate the most painful part – identifying overdue invoices & composing emails. You can schedule, review and send payment reminders to your customers for their due/overdue invoices.
Accessible: From the menu bar, select Customers > Payment Reminders
Features: Schedule the task of reminding customers of open accounts receivable balances. Getting paid on time is critical for the small business. Manually following up on delinquent payers can be time consuming. With this new feature, users can:
Compose a reminder email template
Create customer specific mailing lists, identifying late paying customers
Schedule an email distribution for a specific list of customers with overdue balances
Track reminder emails sent separately from other email communications
View the History link on the displayed invoice.
Sent Email tab on the Customer:Job information window.
NEW: Automatically add customer PO number to subject line in emails
If you work with customers who need to connect purchase orders to their invoices, you can make life easier for them by adding their PO number as the first thing they see in the subject of invoice email.
Accessible: From the menu bar, select Edit > Preferences > Send Forms > Company Preferences. Select the appropriate template and click Edit, from the Insert Field button, select Customer-PO (subject)
Features: Modify the email template for customer invoices to include the Customer’s purchase order number in the subject line. Facilitate faster payment by the customer by simplifying the purchase order number lookup process when they receive emailed Invoices from within QuickBooks.
NEW: Combine multiple emails for a single customer:job, vendors, or employees
You can improve customer service by combining all invoices meant for a single customer into one email just by checking a box.
Accessible: From the menu bar, select File > Send Forms and select the box “Combine forms to a recipient in one email”
Features: You now have the option in Send Forms to combine multiple invoice emails for the same Customer:Job in a single email to the recipient. Simplify payment processing by the customer by consolidating multiple invoice emails into a single email. QuickBooks users no longer need to download individual invoices and then manually attach them to a single email to the customer.
NEW: Company file search
Easily find and open your company files with the addition of a file search option on the No company open screen.
Accessible: From the No Company Open window
Features: Easily find and open your company files with the addition of a file search option in the No Company Open window. Efficiently search for company files across multiple connected storage devices. Use a search bar to list key information for help in identifying the correct company file.
NEW: Easier Admin password reset
Company File Admin Password can now be reset without needing to enter a long list of information to make sure it’s you! Just pick your email from a drop down list of emails registered with your QuickBooks and enter the token you’ll receive to reset your Admin password.
NEW: Enhanced Accessibility
Accessibility enhancements to improve usability for vision-challenged users on the Bills, Invoice and Write Check screens.
NEW: Horizontally collapse columns in job or class reports
If you have complex reporting, you can now collapse columns in reports with jobs and classes to view customer totals or class totals without scrolling or exporting to Excel.
Accessible: From a displayed report containing multiple columns, select the Collapse Columns button on the top right of a displayed multi-column report. Optionally, click the ( — ) or ( + ) symbol next to a specific column to collapse or expand that specific set of columns.
Features: Easily hide or unhide multiple columns of data in a displayed QuickBooks report with multiple columns. QuickBooks users can avoid having to export lengthy reports to excel for the purpose of customizing the columns to be displayed.
NEW: Smart Help
Access care agents through messaging and call back options.
Accessible: With a QuickBooks file open, select the F1 key on a Windows keyboard, or from the menu bar, select Help >QuickBooks Desktop Help.
Features: Enhanced Help content and overall search experience. Improved Help content relevant to the task the QuickBooks user was attempting. Within Help, users are directed to Intuit help content, community content, request for a live agent call back and specifically for Enterprise users, access to Chat support.
NEW: Payroll status for direct deposit enabled customers
Be confident of your payroll run by viewing the detailed status of direct deposit payroll run without having to check emails or calling support.
Accessible: From the menu bar, select Employees > View Payroll Run Status.
Features: Small business owners who pay their employees by direct deposit can easily view the status of the payroll direct deposit processing.