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Unfortunately, the knowledge that QuickBooks could be better (and isn’t) makes QuickBooks 2012 for Mac something “less.” The timesaving forms interface and progress invoicing are offset by limited Windows file compatibility, missing TurboTax compatibility, and a number of niggling bugs.File formats also differ depending on your operating system and the version of QuickBooks being used. If you didn’t live in a world where QuickBooks already existed, if there wasn’t another universe that you could look at where there was a program that already does more than QuickBooks for Mac does, if you didn’t know how things could and should be, QuickBooks 2012 for Mac would seem like a pretty good product. These aren’t the only issues I had with the application, nor are they deal breakers, but they do mar the overall user experience, and they are indicative of the kinds of niggling issues I encountered throughout the program. Many times the bar had no buttons, or, if the buttons were there, they were all disabled. I also found a number of bugs in the program, most of which surrounded the QuickBooks 2012 toolbar.
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When you use progress invoicing, QuickBooks keeps track of how much you’ve billed and how much you have left to bill. This tool is easy to use, allowing you to bill by a percentage, a specific dollar amount, or by the part of a job that has been completed. It combined features that often required multiple steps, or required a jump between two or three different places in earlier versions of the program.Īmong my other favorite features is QuickBooks 2012’s progress invoicing, which allows you to easily bill your customers for part of a job without requiring you to do any math in your head or keep track of how much you’ve billed a customer using a spreadsheet.
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Overall, I found the new forms interface to be an amazing timesaver. QuickBooks Mac 2012 offers a number of new enhancements that make it much easier to view and manage your business accounting information. Clicking any item in this panel opens a new window containing the transaction that you’ve selected. The customer information panel gives you a quick informational overview of your currently selected customer or vendor, allowing you to see any outstanding balances, overdue invoices, contact information, and notes that you’ve created for that contact. You can also easily change the form template using the preview button to see what the printed or emailed form will look like before you send or print it. Here you have the ability to edit the form, adding or removing items as necessary. When a transaction is selected from the transaction list, the associated form appears in the center panel. A Spotlight-like search field is located in the upper right-hand corner for filtering the transactions that appear in the transaction list, and buttons for printing, emailing, and previewing the currently selected form. The forms interface consists of three panels: A transaction list, the form, and the customer information panel. What’s different about the forms interface is the amount of information it allows you to see and interact with in a single location. At the top of the list is QuickBooks 2012’s new redesigned forms interface, which you see in everything from estimates and invoices to checks, bills, and purchase orders.