QuickBooks Online has reinvented itself. Amazingly, the product is 13 years old and this is probably the biggest change the product has seen since its inception.
The redesign has the user in mind and Intuit’s goal is to create moments of delight while you are in the product. As a company, they use a process called Design4Delight. The designer and product managers work hard to get to the core of the user’s frustrations and design an experience to alleviate the pain.
I wasn’t a big complainer before, but I’m a super user. I’m in the product daily for several types of users. I’m always investigating new ways to accomplish tasks within the product. This change isn’t for me. It’s for the business owners and the accountants that just want to get their books clean and not be put off by the process.
In my opinion, the new QuickBooks Online is fantastic and it definitely will delight any user.
Welcome to the NEW QuickBooks Online.
This is the homepage. Let’s break this down into 5 areas:
- Action Bar
The Dashboard gives you a bird’s eye view of your business. First, we have the invoices. This shows you the collection of cash process from left to right. First, you have open invoices. Next, you see which invoices are overdue. Finally, you see what you have collected in the last 30 days.
The next area of the Dashboard is the expense area. This gives you a breakdown of the expenses you’ve had in the past 30 days in a nice pie chart (or donut). You can click on any of these items to get a report of what is creating the total shown.
The final part of the Dashboard is the Profit & Loss area. Honestly, this is my least favorite area, but Intuit can’t knock it out of the park on every item. They need to leave room for improvement! Here, you have your net income displayed for the last 5 weeks, both in total and by week.
On the left-hand of the screen, this is where you can navigate to different modules within the product. Intuit worked really hard to decrease the number of clicks it takes to get anywhere in the product and here is a great example. The only sub-menu you’ll see is the one under Transactions.
I think this navigation bar doesn’t need much explanation, which is great, right? Most users won’t have the Accountant link. This is just for Accountant users because Intuit gives us some fancy tools to help us be more productive on the write-up and tax side.
This area shows you everything that you might want to pay attention to. You’ll see the really important things have some sort of red notification for you.
For example, there are 33 transactions that need to be coded in the top within the Bank Accounts area. In the Activities area, you’ll see all different items that may need your attention.
You have a drop-down box that let’s you sort these activities to just invoices, estimates, payments or expenses.
This might be my favorite part of the New QuickBooks Online and I hope to be a huge delighter for many users. This is a simple little bar with huge action potential.
The plus sign is the biggest one, so we’ll start there. This is where you go to add a transaction quickly.
As you can see, the basic options are to create an invoice, estimate, expense or check. Then, you have the option to Show More and the screen quickly expands to a full-menu of options.
Note that the columns here reflect the navigation bar on the left. The columns are categorized into Customers, Vendors, Employees and Other. What do you think? Will this make life easier?
To the left of the New Transaction link, you’ll find the Search link.
At first, you’ll see a basic window show up. If you want to add filters and such, you can click the “Advanced Search” link. Then a whole new screen will appear.
I did a simple search of “All Transactions” with a “Reference no.” that “Contains” an A.
Once you click search, all of your results populate below.
Note, that you have three little icons above your search results on the right. These allow you to Print, Export to Excel or Edit the display. Under editing the display, you have a wide array of options to help you navigate through your search results.
The final link on the Take Action bar is a link to display your recent transactions. This is a huge time saver to help you navigate to those transactions that you accidentally navigated away from or if you just entered a transaction and remembered you forgot to complete a field.
This is what happens when you click on the Gear icon. I call it Settings, but as you can see there is so much more. Accountants – this is where you can find different tools for you to be more productive.
For the rest or the users, this is also where you can go to customize your system. You can change your company settings, update your chart of accounts, add new list items to products, recurring transactions, classes, etc.
Next, you have the handy tools area. This is where you can import/export data. You can reconcile your bank and credit card accounts (please do this monthly folks!). You can also use one of my favorite tools – the Budget!!!
The final column is all about your account. Update your billing information, manage your users, add feedback (because the engineers love to hear from you!).
So, what do you think of the NEW QuickBooks Online? Do you like the navigation? Do you like the new functionality? What’s even more awesome is that since this is a cloud product, the people at Intuit get to keep on working on it to make it even better! Remember, they are aiming to delight us, the users! So, what would you do to make it better?