First look: QuickBooks for Mac 2012 aims to meet unique needs of Mac enterprise
Intuit recently offered a sneak peek of the latest version of QuickBooks for Mac, which is set to become available on Sept. 26, to AppleInsider. Pranay Kapadia, group product manager of QuickBooks for Mac and Mobile, explained that the financial application is different on Mac OS X than it is on Windows because the average customer for each product is different as well.
For example, the average QuickBooks for Mac user has a much smaller business size compared to a QuickBooks user on PC. Intuit revealed that 60 percent of its QuickBooks for Mac customers are sole proprietors of their business, and most of them are in service-based industries.
"It's about solving the jobs well," Kapadia said of the differences between QuickBooks for Mac and PC, "and not about check-boxes and feature parity."
One major focus in this year's update is a new user experience, which Kapadia said aims to make sure that new users start with QuickBooks for Mac on a confident note. In that respect, Intuit has three things to help: Guide Me, a list of top-used features; an active blog where users can get updates; and assistance and support that comes in the form of a 60-minute personalized setup with each purchase.
One key change highlighted by Will Lynes, QuickBooks for Mac product manager, relates to invoices. A list of transactions has been added to the left, along with search functionality, allowing users to find transactions and invoices quickly. The customer info panel and transaction list also appears on estimates, receive payments, sales receipts, credit memos and refunds, bills, write checks, enter credit card charges, and general journal entries.
An available new customer summary includes information like open balance, recent transactions and notes. The development team's effort, Lynes said, has been to make QuickBooks for Mac more efficient, presenting users with all information in one place.
But Intuit has also worked to simplify its finance software with the 2012 version. For example, developers have reduced the number of save buttons in invoices to just one, making what Lynes referred to as an "elegant solution."
Customer polls showed Intuit that the top places where Mac users are spending time are with invoicing, bills and expenses. For all of them, the company decided to adopt a paper-like design that they felt would help users view data in an un-cluttered way.
Another major feature of the latest version is an improved search function. Lynes admitted that the previous search experience didn't work like Mac users, who are familiar with Apple's Spotlight feature, would expect.
Now, just like with Spotlight or Google, users can simply type in a search term, like a customer name, employee name, amount or transaction number. Results show up quickly, and large amounts of data can be further filtered by options like transaction type.
Users can also save their search criteria, just like Apple's own smart searches in Finder. The option doesn't store the list of results, but the criteria itself, allowing for dynamic results to be delivered.
For online banking, Intuit has taken lessons learned from its acquisition of Mint.com in improving transactions that are imported into QuickBooks. Now, the software will analyze how users are renaming their payees, and suggest names based on that.
Among beta testers who have been using QuickBooks for Mac 2012 ahead of its launch, more than half have said they're saving an hour or more per month in time compared to the previous version of QuickBooks, Intuit said.
"This is where we want to take lead and lead with Apple and make sure we're doing the right thing for our customers," Kapadia said. "It's not about the laundry list of features."
For more on QuickBooks for Mac 2012, see an extensive rundown on the list of features highlighted by Intuit.
51 Comments
Finally, what looks like a nice solution to use. I'm glad they're really looking and listening to see where they should put their efforts into improving the software. The chart depicting the differences between PC and Mac Quicken users is extremely interesting as well.
Did they ever fix the problem where the Mac version could not be used on a PC QuickBooks network? That is classical Intuit. Apparently, the concept of networking different types of computers is so alien to them that they never bothered to make the Mac version compatible with a PC QuickBooks network.
And the wording of their press release makes me think that nothing has changed. They still have this view that Mac users have different needs and don't need a 'real' financial solution like Windows users. I'm disgusted by the fact that they are still spewing this nonsense.
As a shareholder, I'd be livid. First, by the fact the they're alienating so many users and second by the fact that they're wasting so much money having parallel development. A more intelligent approach would be to have a single calculation module and then only the UI would need to be developed separately.
I would strongly encourage any Mac users using QuickBooks to find an alternative. It has been at least 15 years since Intuit wrote any decent software for the Mac.
What is it with Accounting/Book Keeping software that makes it so unappealing? Oh yea! The butt ugly interface that Intuit is known to produce. That's the ticket!
I owned a small business in construction for 16 years and sold out in 2007. I used MultiLedger by CheckMark along with their payroll software. Quickbooks on a Mac was a sorry offering from Intuit. My company employed from 6 to 13 people. I would expect that many small businesses with employees simply didn't find Intuit's offerings up to the task. It seems that they have created the user base and now are using this self created statistical analysis to justify continuing to offer the same sorry stuff. Intuit should either get with Mac software or get out completely. That goes for their dumb Quicken offerings as well which I gave up on long ago.
Did they ever fix the problem where the Mac version could not be used on a PC QuickBooks network?
All the CPAs I know are using Windows. If it is incompatible how do you get your taxes done?
Edit:
I did some searching around and this is what I found.
Share your QuickBooks data with Windows-based users, such as your accountant. Send a Mac file to a Windows user (who can update it) and the Windows user can send it back. Just click the toolbar icon: "Backup to QuickBooks Windows". As QuickBooks creates the backup, it simultaneously creates a PDF file of simple instructions for opening and sending back the file. Send both files to your accountant or Windows user.