QuickBooks Desktop Pro has long been the go-to accounting software for small businesses who want robust features without the complexity of an enterprise-level system. With the 2024 release, Intuit has doubled down on customization and workflow automation – allowing users to truly tailor QuickBooks to their unique business needs. Here are some of the ways QuickBooks Desktop Pro 2024 takes customization to the next level:
Streamlined Setup Gets You Up and Running Fast
Setting up a new company file used to be tedious in QuickBooks Desktop. You had to step through numerous interview-style questions to configure everything from your chart of accounts to inventory items. QuickBooks Pro 2024 makes setup a breeze with simplified options to get started quickly. The new setup wizard lets you import data from Excel or QuickBooks 2024 Online to accelerate setup.
Tailor QuickBooks to Fit Your Business
Every business is unique. With QuickBooks Pro 2024, you can now customize forms, invoices, reports and more to match your company's branding and workflow. For example, contractors can design invoices with columns showing percentage complete, days remaining etc. Nonprofits can include donor tracking fields on forms. QuickBooks Pro 2024 lets you add custom fields throughout the software without the need for add-ons.
Automate Repetitive Tasks
Running the same reports and workflows every month doesn't have to be tedious. QuickBooks Pro 2024 lets you define automated workflows triggered by specific events. For example, you can automatically email out invoices when they are generated. Or, send a report to your accountant when closing the books each month. QuickBooks Desktop Pro 2024 reduces repetitive manual processes so you can focus on more valuable work.
Dial in Role-Based Permissions
With tighter permissions controls in QuickBooks Pro 2024, you can ensure employees and subcontractors see only the data they need. For example, you can limit access to sensitive payroll and PII data. Or, give external accountants view-only access to certain screens. The more granular security helps prevent unauthorized changes while allowing access to certain workflows.
Integrate Seamlessly With Other Tools
QuickBooks Pro 2024 features enhanced integration with best-of-breed business tools through APIs and web connectors. For example, you can sync inventory, orders and product data with ecommerce platforms like Shopify and WooCommerce. Billable hours worked in TSheets automatically flow into QuickBooks for invoicing. Emails and documents can be attached to transactions for easier tracking. The API enhancements make QuickBooks the hub of your business workflows.
Get Insights Through Improved Reporting
QuickBooks Pro 2024 comes with custom report templates for your industry to spotlight trends and insights you need to run your business. Enhanced reporting functionality lets you visualize key data points through interactive charts and graphs. You can now drill down into reports for greater detail, and quickly export them to share with stakeholders. The reporting engine has been rebuilt for much faster generation and previewing.
Extend QuickBooks With Apps and Add-Ons
The QuickBooks Pro 2024 ecosystem features hundreds of compatible apps and add-ons to extend the software's capabilities. Find apps for managing inventory, shipping, ecommerce, payroll, 1099 contractors, and more. The improved App Store makes it easier to find top-rated apps for your industry. Popular apps like Bill.com and Expensify integrate natively into QuickBooks Pro 2024's interface for smoother workflows.
Work Anywhere With Enhanced Mobile Apps
QuickBooks Pro 2024 enables you to run your business from anywhere with mobile apps for iOS and Android. The apps now feature improved notifications, alerts and reminders to save you time. Snap a photo of a receipt to create an expense on-the-go. Approve purchase orders remotely. With robust mobile connectivity, you can stay on top of your business even when you're out of the office.
With its emphasis on adaptability, automation and remote work capabilities, QuickBooks Desktop Pro 2024 delivers on the promise of smarter business tools. Customize it to fit your needs and streamline workflows for maximum productivity. QuickBooks Pro 2024's customization enhancements can help save time and unlock new insights into your business.
