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- IMPROVED! Save your worksheet formatting when you export QuickBooks reports to Excel
Save formatting and save time. Now when you export your QuickBooks reports to Excel, refresh the saved worksheet and your formats will be applied to the new report. QuickBooks remembers your Excel formats so you can work seamlessly.
- IMPROVED! Process and select when to run Memorized Transactions
Set up Memorized Transactions for recurring billing, invoices, and estimates. Review and process each transaction individually, and select which transactions to run now and which to run later. You can also set up bi-monthly processing.
- NEW! Attach and store documents in the Document Center
Get organized by attaching receipts, estimates, & other documents to invoices & customer files. Just drag & drop – a major advantage at tax time. Local storage now included with your QuickBooks purchase.
- NEW! Track and follow up on sales leads in the new Lead Center
The new Lead Center makes it easy to keep track of your sales leads and import existing leads into QuickBooks. When your lead becomes a customer, move the contact information into the Customer Center with one click.
- NEW! Invoice multiple customers for time and expenses in one batch
Now you can invoice multiple customers for time and expenses in one convenient batch. Create a single invoice for customers who share regularly scheduled expenses and QuickBooks will process them, no additional reentry needed.
- NEW! Save time with Batched Time Sheets for multiple employees or vendors
Create and use the same time sheet for employees or vendors who worked the same hours.
- NEW! Access industry-specific report templates created by other QuickBooks users
Now QuickBooks gives you access to Contributed Reports in your industry, created by other QuickBooks users. Search by industry, user rating and popularity. Choose the template you like and QuickBooks will populate the report with your business data in one click.







