FischBooks’ Must-Have QuickBooks Labs

I love QuickBooks Labs. They are great insights into what the Intuit development teams are working on that will make our QBO lives a little sweeter. Whether converting from QuickBooks Desktop or starting a QBO company file from scratch, there are four QuickBooks Labs that are now my default settings.

To access these Labs, click on the Company Gear Icon at the top right of the screen.  Then select QuickBooks Labs at the bottom of the first column entitled Settings.QuickBooks LabsFeel free to take a peek at the ones I am not mentioning, but my four must-haves are as follows:

  1. Directory View for Vendors – The Customer Centre has had the Directory View for a while now and my clients and I like consistency. By selecting this option, the Supplier/Vendor Centre operates like the Customer Centre. The Supplier list that appears on the left within a Supplier Detail screen makes it really easy to switch between Suppliers.Directory View
  2. Redesigned Reports – Reports just keep getting better and the Redesigned Reports are no exception. Create even more professional-looking reports that are sure to impress and customize even easier using simpler navigations.Redesigned Reports
  3. Autocomplete Widget – This great shortcut tool makes it incredibly fast and easy to add Customer and Supplier contacts into QBO. Using public directories, start typing the name of a contact and QBO will do the rest.Autocomplete Widget
  4. Collapsible Left Navigation – Maximize your work area by collapsing the left navigation bar.Collapsible Left Nav

All QuickBooks Labs features have mini videos demonstrating the tools, as well as Learn more (takes you to lots more online information), See demo (plays the mini video), and Give feedback (let Intuit know what you think of these innovative Labs).

Previous Labs submissions have turned in to permanent features of QBO. Here’s hoping these four will be added to our normal workflow soon.

Which Labs do you love? Which can you do without? Join the discussion on Facebook in our QB-HQ Facebook Group – Your QuickBooks Head Quarters for Tips, Tricks and Training.

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s