However, the new version lets you exchange data with the Pro, Premier, and Premier Accountant editions.

Importing an existing chart of accounts and beginning balances is also possible, but the program lacks an Accountant’s Copy―offered in the Windows version―making it complicated to share accounting files with your accountant. There’s also an option to create contact groups and invoice the entire group at once. If you need to track accounting data for location-based activities, a way around this would be to set up each location as a class.ĭespite its weakness, QuickBooks for Mac still has great standard accounting features and includes added Mac-specific features, including the ability to add general contact information, credit limits, to-do lists, default sales tax, customer credits, maps, and directions. QuickBooks for Mac did well in this criterion but could have garnered a higher score if it could track income and expenses by location-the same weakness of the other QuickBooks Desktop products. You can learn more about the new Quickbooks for Mac 2023 features with a series of videos from QuickBooks. For instance, you can choose to remove audit trail info to date or remove transactions based on date choices.

Improved condense facility: QuickBooks for Mac 2023 has added more options to condense your company file, allowing you to customize the data that you want to condense.

Improved item management: You can now duplicate existing items with the ability to change information to the new item as needed.Additional reports: QuickBooks Mac Plus 2023 added four new reports: adjusting journal entries, profit and loss unclassified, profit and loss budget performance, and unpaid bills by job.Customer group reporting: You can now run reports on a specific customer group and create a group with certain criteria, such as high-balance customers.When a new bill is uploaded, QuickBooks will match the data to an existing transaction or create a new one automatically. Upload bills: You can now upload a photo of your bill using the iPhone scanner or QuickBooks Photo Sync feature.Pay bills online: QuickBooks Mac Plus 2023’s Pay Bills Online feature lets you schedule and pay bills online without leaving QuickBooks.Call back support (submit a request and they’ll call you), live chat, chatbot, and user guides

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