Quickbook For Mac Review

Quickbook For Mac Review Rating: 6,5/10 791 reviews

QuickBooks for Mac is your complete financial management system. Finally, after years of insufficient accounting offerings for the Mac, Intuit has developed QuickBooks for Mac to meet all your pressing business needs.

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Dec 21, 2016  Quicken 2019 for Mac Review – Now with Bill Payment. Rating: 8 /10. While a step up from previous versions, Quicken 2019 for Mac still falls short of the gold standard, Quicken for Windows. The addition of a web-based platform is a welcome addition. For some, Quicken for Mac might be a usable native MacOS personal finance app. The QuickBooks Online app for Windows and Mac brings the power of the cloud to the desktop. QuickBooks Online organizes your financial information all in one place. I use QuickBooks basically everyday and have been since 2008. QuickBooks will also help you pay your bills when they’re due. QuickBooks for Mac accounting software by Intuit makes it easy to manage your small business finances. QuickBooks for Mac accounting software by Intuit makes it easy to manage your small business finances. How It Works. Support For Sales.

Video Overview

The system is your complete solution for tracking and managing your expenses, invoices, and checks. QuickBooks for Mac will provide you with all information you need to properly manage your business. The system features an all new Customer, Vendor and Transaction centers meant to consolidate all crucial information into one screen. QuickBooks for Mac takes advantage of MobileMe technology allowing you to backup all your files to MobileMe. The system will integrate directly with your Mac OS X Address book so you will never lose a phone number, or contact information of any contact. You are also able to setup reminders in iCal so you can be reminded to print invoices or pay bills.

QuickBooks for Mac has been developed with the knowledge that most business users of Mac’s will need to communicate heavily with Windows users. As such, the system is capable of sending QuickBooks files to Windows users. These files can be read by any version of QuickBooks, allowing you to communicate your financial data with whomever you choose.

Accounts Payable

QuickBooks helps you keep track of expenses, so you can easily see the money you’re spending in each category. Plus, QuickBooks helps you fill out your sales tax form in minutes and make sure your sales tax balance is accurate and up-to-date.

The system will also allow you to easily create and print checks. By using a batch processing method you can print all of your checks at once, and have them tracked for ultimate control of your money.

QuickBooks will help ensure that all of your financial obligations are met on time. To ensure that you don’t incur costly late fees, QuickBooks has a reminder feature that will allow you to record bills as they come and set a reminder to pay them before they are due.

Accounts Receivable

QuickBooks for Mac will create a central storage point for all your data, containing all customer contact and transactional data. This allows you to easily track and follow up on past-due accounts and answer all customer requests more efficiently.

QuickBooks for Mac allows you to easily create invoices and track receivables. Using the data that has already been entered in QuickBooks (i.e. customer contact info & products/services) to create invoices in a snap. Invoices can be created from over 100 pre-designed templates; you can even customize invoices to show your company logo and tag line.

General Ledger

The general ledger will allow you to stay on top of your business. It will provide you with a consolidated view of who owes you money, who you owe money to, important reminders, and income/expense performance.

QuickBooks for Mac uses the transactional history established in the general ledger to provide you with over 100+ pre-designed reports. Each report is adjustable, allowing you to gain useful insight into your business. Within each report you can click on any number to see the details behind it. Any report in the system can be exported to Microsoft Excel.

Inventory

QuickBooks for Mac gives you the ability to easily track your inventory. This will allow you to avoid overbuying and backorders. The system will allow you to setup reorder points that will automatically alert you as to when you should reorder a product.

Payroll

The payroll application will allow you to easily manage your staff. The system will allow you to quickly process payroll with appropriate tax deductions. The software is capable of paying employees by direct deposit as well. You can have the system automatically populate and print 1099s for independent contractors. QuickBooks for Mac contains every tool you need to pay your employees, without switching to a Windows environment.

Purchase Orders

QuickBooks for Mac will quickly create purchase orders for your purchases. The only user intervention required is to simply select the appropriate vendor from a list of vendors and select an inventory item to order. Upon receiving the inventory, QuickBooks recognizes the products and matches it to the appropriate PO. Meaning when you enter inventory items, the correct corresponding PO is automatically reconciled.

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Time Tracking

The QuickBooks for Mac Time Tracking functionality allows you to properly track your employees’ time to avoid under-billing your customers. The system will alert you when creating an invoice if there are any outstanding time or expenses for that customer. Easily bring over both item descriptions and notes to invoices, so customers can clearly see what you are billing them for.

The system allows you to track time by employee, service, and customer. This is done by using timesheets. If you are creating an invoice, QuickBooks automatically alerts you to any unbilled time and expenses.

Note: Graphic adapted from Intuit source documents.

qb_mac_2019_(4x4)

Yes, Mac lovers, that is what I said. Intuit has re-released ‘QuickBooks for Mac’ for 2019 with enhancements to boot.

Even though the last updates to QuickBooks for Mac were back in 2016, and we didn’t even see a ‘2017 or 2018 version’ of the Mac product, you now have a new and improved version for 2019.

This isn’t a ‘fool you with a box’ and only give you the Mac App for QuickBooks Online… this is the real thing to run locally on your Mac computer under the Apple-Mac-OS. Coreldraw for mac.

Speaking of the OS, the requirements for this version are at least Mac OS X v10.12 (Sierra), but also supported are Mac OS X v10.13 (High Sierra), and Mac OS X v10.14 (Mojave). You will need a Mac with an Intel Core 2 Duo (or higher) Processor, a minimum of 2GB of RAM available to the application (4GB is recommended), at least 250 MB of available disk space for the application, and a CD/DVD drive or Internet connection for installation. You must use a 100% Macintosh-compatible printer if you plan to print invoices, check, deposit slips, lists, purchase orders, mailing labels, reports or graphs. You will need Intuit (QuickBooks-for-Mac-formatted) checks if you plan to print checks.

As you can see in the image below, when the QuickBooksMac2019.dmg file is downloaded it opens to allow you to simply copy the QuickBooks for Mac program into you Mac 'Applications' folder. It takes only moments to then activate the software, register your license and be set and ready to go with the QuickBooks for Mac you always loved, plus more.

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Note: Graphic created using an early-release version of QuickBooks for Mac 2019.

Now not being a QuickBooks for Mac (regular) user and not having anything but a 'sample file' provided with QuickBooks for Mac to play around with, there wasn't really any data supporting the new features.. but I did my best to capture some meaningful images that will show you the variety of new and/or enhanced features in this 2019 version including:

Quickbooks For Mac Download

  • Bank/Credit-card Reconcile Discrepancy Report which identifies changes made to reconciled transactions since the last reconciliation. But note, this will only impact transactions created in this version, it won’t track transactions entered into older versions of the software. (Might be a reason to think about starting a new file when you transition to this newest version of QuickBooks for Mac.)
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Note: Graphic produced from an early-release copy of QuickBooks for Mac 2019.

  • Email Tracking from the new Email tab in both the Customer and Vendor Centers allows you to track the dates when emails (including emailed transactions) are sent to either your vendors or customers.
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Note: Graphic produced from an early-release version of QuickBooks for Mac 2019.

As you can see, this new tab gives you the ability to not only see who (your customers) you send the emails to, but also any CC and Bcc recipients. It also provides details of the Date, Subject, type of transmittal (Invoice, Sales Receipt, etc.), the number of each item along with the amount and the QuickBooks User who sent the Email.

Similar information is available within the Vendor Email tab, as shown below.

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Note: Graphic produced using an early-release version of QuickBooks for Mac 2019.

  • iCloud Document Sharing provides a way for sharing your QuickBooks for Mac file using the iCloud sync feature. You can work on your file while at home, sync via iCloud, and then continue working on your Mac computer at work.
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Note: Graphic adapted from an Intuit QuickBooks for Mac 2019 source document .

Please note that this feature is not intended for multiple users to be working on the same file by syncing copies simultaneously while other users are still in the file.

For more details about ‘file-sharing’ using iCloud, consult the official Apple website regarding iCloud Drive and file-sharing functionality.

  • Passwords will now be required if your file contains any sensitive information. All such information including social security, tax identification, bank account, and other identifying information is now encrypted by QuickBooks. Complex passwords with a 90-day reset requirement will be required for access to such files for each user account. (Note: I was required to create a complex password (even in this sample file) the moment I started to open it initially.)
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Note: Graphic created from an early-release version of QuickBooks for Mac 2019.

  • Report Windows have been re-sized for improved readability and enhanced spacing. I could be mistaken, but in spending a short time with this feature, it seems closer to the way that sizing works in ‘QuickBooks for Windows’ versions than in prior ‘QuickBooks for Mac’ versions. I wonder if QuickBooks for Mac users will really like that?
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Note: Graphic created from an early-release version of QuickBooks for Mac 2019.

[By the way, I do realize that this isn't the entire Balance Sheet (or even the entire first page).. but you get the idea.]

  • Square Import feature allows users to incorporate their sales data from Square by means of a .csv file import. Since I don't have a Square account I didn't have a way to test this feature, but it seems pretty straight forward. When you click on the little 'Square' icon at the top of an import transaction window (like the one for Sales Receipts as shown below), you are presented with a dialog box from which to select the .csv file for import. Pretty straight forward stuff.
Quickbook For Mac Review×

Note: Graphic created from an early-release version of QuickBooks for Mac 2019.

To me this seems like the 'good old Mac' product that most QuickBooks for Mac users liked so well. It offers these, and perhaps a few more enhancements and improvements we were not made aware of. Without spending a lot more time with the product it would be hard for me to say what else users of the Mac version may find to their liking.

Quickbook For Mac Reviews

Undoubtedly, the thing the Mac users will find most appealing is that what they thought was an 'abandoned product' back in 2016, with notice that it would not be supported as of 2019, is now 'back' with a new version.

So, from all of us here at Insightful Accountant, 'welcome back, Mac!'

Notes & Disclosures:

Quickbooks Software For Mac

Graphics or other illustrations used in this article have either been prepared using an early-release version of QuickBooks for Mac 2019 software, or were furnished and/or adapted from Intuit source content. Be aware that certain aspects of features described or illustrated herein may have changed between the pre-release software version we used and the release of QuickBooks for Mac 2019 desktop products scheduled for September 11, 2018.

This article is intended to serve as a summary of QuickBooks for Mac 2019 product feature reported to us by Intuit as being new to the software. This article is not an in-depth review of QuickBooks for Mac 2019, nor has it been written to provide instruction in the proper use of the software, or any of the specific 'new' features within the software.

Quickbooks For Mac Review 2016

While the writer or editor may express a personal opinion within this article regarding this feature and/or the software as a whole, such personal opinion does not constitute a formal endorsement by Insightful Accountant or the publisher regardless of any phrasing used by the author.