Intuit has not yet announced an official release date for QuickBooks 2014 Pro, Premier, or Enterprise Editions. However, QuickBooks 2014 Accountant Edition has been released.
Updated 09/17/2013
In all Windows Versions of QuickBooks 2014 (Pro, Premier, Accountant, and Enterprise):
- Bank Feeds (previously known as Side-by-Side Online Banking): this is the most notable new feature, Online Banking has been completely reworked, now you can enter class and customer:job within the same line of a bank debit transaction. And Renaming Rules have been vastly improved where the user can now create two types of rules: Rename the vendor and/or assign an account.
- Income Tracker: its a great new visual dashboard based on income transactions such as estimates and invoices that organizes and groups these transactions in ways very useful to the user. Also, a very fast way to print ALL outstanding invoices. Replacing the Collections Center
- Copy and Paste lines in an estimate, sales order, invoice, or sales order. Allows for a bit faster data entry if you use common items
- Contextual Reports, does not add new functionality per se, but add quicker access to commonly used reports right from within a transaction that is related. For example, while looking at an invoice, there are quick access links to “View Open Invoice” and “Sales Detail by Customer” reports
- Default color changed from black to deep dark blue, its easier to read and had a bit more sophisticated look
- Customizable View Balances tab on the left sidebar, now you can choose which accounts you want to see there and which to hide
- Search Auto Suggestions, improved search functionality to help you autofill the rest of the word you are looking for. Gives you a bit of that Google search feel
- Sent Email improvements, now QuickBooks keeps track of all emails send to clients within QuickBooks. Also you can e-mail a payment receipt! Let your client’s know you received the payment
- Revamped Email interface, great for users of gmail or other web-mail providers, gives you more functionality in the email’s formatting. Most importantly, you can now send your attached documents as attachments to an invoice for example.
- Job Status filter, you can finally filter reports based on Job Status… no longer a partially pointless feature
- Sales Reps are now on Jobs as well. Before you could assign a sales rep to a Customer, but not to a Job… so this has been solved
- Bill Payment stubs now include credits used to pay down a bill., previous to this, it was all guesswork if a Bill Credit was used to pay off an open bill.
- A Find option with filter has been added to the Add/Edit Multiple list which makes it easier to work in long lists
- Print Report to # of Pages high, before you could only limit number of pages wide to print
- Enhanced Payroll Center, now functions such as pay liability or printing tax forms are more user friendly and easier to find.
- New Bounced Check Feature to help you track customer’s bounced payment correctly and even add the bank fee back to an invoice.
- Copy/Paste Line items on transactions
Only in QuickBooks Enterprise 2014:
- Advanced Pricing: by far the biggest of the new features. With the ability to setup complex pricing structures based on volumes and date ranges. And a combination of variables. This is different of Price Levels, and replaces this feature if used. Unfortunately, its an additional cost of $399 per year and requires a Full Service Plan. Charlie Russel has a great article in this feature.
- Inventory Max Stock Levels in addition to minimum levels from Reorder Point feature
- Margin $ or % in addtion to Markup
- Inventory Center updates, shows inventory max stock levels, margin, and quickly edit Inventory item info from Inventory Center’s top Pane
- Build Nested Assemblies, very useful for manufacturers
- Inventory Assembly added to Add/Edit Multiple Items feature
- New Reports: Job Work In Progress (WIP) Summary & Committed Costs by Job added for Enterprise Contractor Edition
- Sales Reps and Custom Fields can now be used in Bills and in Checks
Only in QuickBooks Accountant and Enterprise Accountant versions of 2014:
- Client Collaborator – a two-way messaging system to ask clients questions and keep answers within the QuickBooks transaction. Only on the ProAdvisor or PLUS versions of QBA 2014.
- Batch Enter Transactions added Bills/Bill Credits and Invoices/Credits
- Reclassify Source of transaction in the Reclassify Transaction Feature
